Commissions Analyst

仕事内容

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 service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth 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 Commissions Analyst to join our Finance team.

Reporting to the Senior Manager, Commissions, the Commissions Analyst is responsible for analysis and reporting to ensure the accuracy of commissions for our partners. The position also takes part in projects and supports issues with stakeholders.

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:

• Ensure the accuracy and operational effectiveness across all platforms including managing revenues, commission payments and expenses in commission record-keeping systems; resolving discrepancies, delays, and errors in payment
• Respond to external and internal inquiries about projects, commission compensation, and liaising with financial service providers to resolve issues by working with the team to investigate and resolve issues within our SLA’s, ensuring prevention of reoccurrence
• Input compensation data into the commission databases and processing systems, and generating commission extracts to enable payments to partners
• Support projects by working with Operations/Business Development teams to gather and document business requirements for projects, and perform ad hoc analysis to support decisions in conversion projects
• Review scheduled changes on Aviso’s systems, assessing potential impacts and participating in commissions related UATs (user acceptance testing) of changes before implemented on systems
• Analyze current business practices and identify areas for improvement and document new processes as projects are being completed
• Support daily commission processing from carriers and fund companies across all platforms, reconciling any discrepancies in a timely manner
• Re-calculate and explain complex commissions’ calculations on a broad range of products and reconcile and resolve all un-reconciled commissions’ payments prior to month end
  
  

Requirements

Your experience and skills:

• Post-secondary education in business operations, accounting, or finance
• Advanced Excel skills, with knowledge of Power Query as an asset
• Knowledge of SQL and able to use queries
• 3+ years progressive work experience in accounting, financial reporting, or financial services
• Self-motivated, accountable, results driven, proactive and comfortable asking questions to ensure clarity
• Solid organizational and problem-solving skills
• Strong attention to detail, deadline driven and customer focused
• Able to work independently and as part of a team
• 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 Wealth is a national, integrated financial services company, with over $100 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, The Co-operators / CUMIS and Desjardins. Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at credit unions across Canada. Our award-winning online brokerage, Qtrade Direct Investing, and our digital advice platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso Wealth also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. We have operations in Toronto, Vancouver, and Montreal with a regional office in Winnipeg. More information about Aviso Wealth is available at www.aviso.ca.