Aviso Wealth :
A career with Aviso Wealth means being part of an organization dedicated to your success and career development. It means belonging to a group of talented, energetic professionals who live their values every day.
Our amazing people and dynamic culture set Aviso Wealth apart. If you’re looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer.
The Opportunity :
We’re looking for a Credit Officer to join our Operations team.
Reporting to the Manager of Operations the Credit Officer focuses on all credit related transactions.
Who you are :
You take initiative, seeking out and owning opportunities to improve yourself, your team, and our business.
You’re comfortable in a fast-paced environment, maintaining a keen attention to detail even when under pressure.
You thrive in a collaborative environment, sharing your knowledge with your colleagues, and celebrating success as a team.
You’re a life-long learner, staying current on market events, industry news, and innovative trends and technologies.
You believe in sustainable financial strength, and you’re committed to long-term wealth solutions.
You consider the impact of your actions on your team members, our partners, our clients, and the places where we live and work.
What your day looks like :
Reviewing and authorizing cheques, EFTs and wires based on risk management and AML regulations
Daily monitoring of credit, registered debits and margin accounts based on firm policy
Reviewing and approving internal / external transfers which have credit related implications
Monitoring daily security concentration levels
Assisting in capital and credit reporting
Completing other assigned projects as assigned
Your experience and skills :
Post-secondary education in finance, business, or similar
Previous experience in financial services industry is an asset
Completion of CSC will be considered an asset
Extremely detail oriented with a high level of accuracy
Flexible to meet changing needs and manage deadlines
Customer focused with ability to build and maintain relationships
Exceptional problem solving skills
A natural team-player with a sense of initiative and leadership
Ability to work independently to achieve required objectives
Proficiency with MS Office and advanced Excel skills
At Aviso, you’ll find a dynamic, entrepreneurial culture that rewards innovation and celebrates success. We offer a competitive compensation package, career enrichment, and regular social events to foster teamwork.
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.