Transfer Supervisor, Bilingual

Aviso Wealth

. Supervise the Transfers team, manage workloads, and meet daily deadlines.

Posted 10/9/2026full-timeToronto • CanadaMid-LevelSenior💰 CA$83,000 - CA$100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership in supervising teams, managing workloads, and ensuring compliance with regulatory standards in the investment industry. Proficient in staff development, operational efficiency, and maintaining high-quality customer service levels.

Highest-signal resume keywords

Supervisory ExperienceRegulatory KnowledgeStaff Training and DevelopmentAnalytical and Problem-Solving SkillsBilingual Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Industry OperationsRegulatory ComplianceProcess ImprovementData AnalysisJournal Entry ReviewAccount ReconciliationProject ManagementStaff ForecastingService-Level ReportingCross-Training

Soft Skills

DelegationOrganizational SkillsTime ManagementAttention to DetailCustomer Service

Tools & Technologies

MS WordMS ExcelMS OutlookMS Access

Certifications & Qualifications

IFICCanadian Securities Course (CSC)

Industry Keywords

Investment IndustryService-Level AgreementsCDS NELTC ServicesCIRO RulesMFDA Rules

Tech Stack

Tools & technologies

Flux

About the role

Key responsibilities & impact

Supervise the Transfers team, manage workloads, and meet daily deadlines.
Recruit, train, coach, mentor, and schedule staff.
Oversee onboarding, integration, career development, and professional development.
Establish and monitor departmental standards and procedures to ensure quality, accuracy, efficiency, and compliance with service-level agreements.
Foster a positive environment and provide leadership to staff, peers, and stakeholders.
Ensure staff training, development, engagement, and career advancement.
Keep processes and procedures up to date in internal and external manuals.
Manage internal and external communications and liaise with vendors and trustees.
Analyze business practices, recommend improvements, and streamline workflows.
Manage departmental projects and participate in divisional initiatives.
Support staff with complex issues and maintain customer service levels.
Forecast staffing and training needs, including cross-training.
Review and approve daily journal entries and monthly account reconciliations.
Produce monthly service-level reports and create action plans during periods of high volume.
Monitor industry initiatives and standards, registered plan products, CDS NELTC services, and CIRO and MFDA rules.
Collaborate with management on process and procedure reports for auditors.

Requirements

What you’ll need

Postsecondary education and continuing education related to the investment industry, specifically operations functions.
Thorough knowledge of relevant regulatory requirements; successful completion of IFIC or Canadian Securities Course (CSC) is an asset.
Three to five years of progressively responsible experience in the investment industry, including one to two years in a supervisory role.
Excellent delegation, organizational, time management, and administrative skills.
Strong attention to detail and accuracy.
Ability to work under pressure, prioritize tasks, and meet time constraints.
Strong analytical and problem-solving skills, with the ability to manage multiple tasks.
Excellent customer service skills and the ability to resolve issues promptly.
Highly motivated to achieve objectives.
Intermediate knowledge of MS Word, Excel, Outlook, and Access; advanced Excel skills are an asset.
Excellent communication skills in both French and English are required.

Benefits

Comp & perks

A competitive compensation program that recognizes and rewards individual contributions.
Comprehensive health and dental benefits, along with leading insurance coverage.
Generous vacation, health, and fitness benefits.
Additional parental leave options.
Employer matching contributions to the retirement program.
Learning and development opportunities, along with an education assistance program.
Regularly scheduled social events to promote teamwork.