Relationship Manager

9635 David Dr, Burnaby, BC V3J 1H2, Canada

Aviso Wealth: At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca.

The Opportunity: We’re looking for a Relationship Manager to join our Correspondence and Institutional team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 1111 West Georgia St, Vancouver, BC. Reporting to the Vice President, Correspondent & Institutional, the Relationship Manager is responsible for service and operational excellence of all partner-facing activities and is a key contact who is critical in building a successful long-term relationship with Correspondent & Institutional (C&I) clients while ensuring that new firms that are transitioning to our platform have an outstanding experience.

The Relationship Manager will play a key role for managing, educating, and building strong operationally based relationships with Portfolio Management, Introducing Brokers and other financial firms and take ownership and champion service issues/opportunities to achieve desired results. While working with the team members of C&I and Operations to identify service gaps and opportunities, the Relationship Manager will also investigate and implement procedures and technology to maximize effectiveness and efficiencies. Who you are: Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs.

You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes Collaboration – You work collaboratively with others with the common goal of driving positive results.

Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization What your day looks like: Partner Building & Support Manage, educate and build relationships with key partners as it relates to operational matters Liaise between internal departments to resolve service issues Works closely with business partners and end users to develop requirements to meet business needs Proactively associate with existing customers in order to fully understand their businesses, goals, strategies, and challenges Provide assistance to business partners with analysis of production problems, development of interim solutions, and prioritization of correction Participate in the development of implementation plans, user documentation and training materials Ensure partners are aware of critical issues that impact their business Assist in preparation of external partner communications Develop and carry out a schedule of outgoing proactive communications Compile, analyze and distribute service level agreement (SLA) reporting Maintain and update operational profiles of assigned partners Project Lead Support Coordinate partner conversions including movement between Aviso platforms and transfers to and from Aviso involving outside dealerships Assist in the implementation of key technological or business initiatives designed to improve operational quality and efficiency of service Participate and lead project teams for the purpose of implementing improvements to business operations & forecasting and planning processes Assist in/lead analysis of current processes and make recommendations for improvements while providing operational expertise on corporate initiatives Operational Support Support the Operations group by being a liaison between Operations and our key partners on issues which affect the efficiency of our mutual businesses Analyze trends to recommend process and/or operational improvements Requirements Your experience and skills: Post-Secondary degree – business/management area preferred Canadian Securities Course Conduct Practices Handbook Course is preferred 5 years’ experience in Service and Operations within the financial services sector, preferably within IIROC and experience in a senior management retail delivery or service role Excellent interpersonal skills with the ability to influence and negotiate conflict resolution Strong customer service orientation and relationship building skills Strong organizational skills, including the ability to handle multiple tasks with appropriate attention to detail Demonstrates creativity and innovation while solving problems quickly and efficiently Ability to adapt to and work effectively within a variety of situations, and with various individuals or groups Ability to develop business cases to communicate requirements and recommendations Intermediate skills in MS Word, Excel, Access, PowerPoint, and Outlook Fluent communication skills in English are required and bilingual skills in French are an asset Benefits Why Aviso Wealth?. At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. Here are a few things that set us apart: Competitive compensation package that rewards and recognizes individual contributions Excellent health, dental and insurance benefits to meet the diverse needs of our employees Generous vacation time, fitness benefit, parental leave top-up options Matching contributions to our retirement program Commitment to the continuous improvement of our staff through learning & development and an education assistance program Regular social events to foster teamwork Equal Employment Opportunity Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities.

If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process. We thank all applicants for their interest, however, only those selected for further consideration will be contacted. No recruiters or agencies, please. Company Overview: Aviso is a leading wealth management and investment services supplier for the Canadian financial industry, with over $120 billion in total assets under administration and management, and over 1,000 employees.

We’re building a technology-enabled, client-centric wealth management ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry.

Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms.

We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors . A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development.

If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team. Salary This position is posted with an expected salary range of $77,000 – $95,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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