Senior Financial Analyst, Temporary

Full Time

Website Aviso Wealth

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

The Opportunity: We’re looking for a Senior Financial Analyst to join our Finance team. Note that this is a 12-month contract position needed to provide cover for existing employee leave. This can be a remote role, however for those who would like to come into the office we are at 1111 West Georgia St, Vancouver, BC Reporting to the Director, Financial Planning & Analysis, the Senior Financial Analyst is responsible for the delivery of services and accountabilities for the FP&A team and providing financial support to the shared services business units. This role will deliver on tasks for budget and forecast preparation, shared service model, internal reporting (including project reporting), business pricing model and business decision support initiatives.

The Senior Financial Analyst provides financial support to the shared service business units relating to the detailed budgeting process and analysis of key business metrics and drivers. This role will also support certain aspects of the accounting month-end and year-end close process as it relates to allocations and ensuring proper classification of expenses (will require creating and posting journal entries in the accounting general ledger). Strong business acumen, ability to influence and make sound recommendations as well as build and maintain strong relationships with stakeholders are key success factors for this role. As required, the role will also support the Vice-President, Financial Planning & Analysis in forecasting activities.

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: Support the preparation and validation of inputs to the forecast as well as analyzing the impact of business decisions across the lines of businesses and support functions Prepare the monthly Executive Report package including analysis on key financial metrics and performance Maintain and protectively improve financial models to enhance and streamline existing processes to analyze monthly financial results Maintain FP&A systems, namely Workday Adaptive Planning Preparation and/or review of monthly accounting allocation entries and variance analysis, including trade cost Prepare monthly project budget reporting including capitalization rates and other analysis Provide financial decision support to shared services, including key trends, metrics and business drivers to inform decision making in support of achieving operational and strategic objectives Analyze complex financial information to provide accurate and timely financial recommendations to management for decision making purposes Support the preparation of financial analysis on new lines of business, product development and pricing decisions Requirements Your experience and skills: Bachelor’s degree in Finance, Accounting, or a related field, MBA an asset Professional designation (CA, CGA, CMA / CPA, CFA) A minimum of 3 years progressive experience in financial roles, preferably within the wealth management industry Advanced skills in Microsoft Excel Experience with Workday Adaptive Planning and Sage Intacct (or similar accounting GL) is highly preferred Working knowledge of SQL is an asset Highly analytical and detail-oriented Exceptional organizational skills and ability to prioritize and handle multiple simultaneous assignments Strong interpersonal and leadership skills Proven ability to anticipate business needs and priorities, working with all levels of management and employees Demonstrated willingness to roll-up sleeves and work with team members in a hands-on management capacity Ability to thrive in a past-paced performance-driven environment, dealing with ambiguity and change 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 powers businesses that empower investors. We are a national, integrated financial services company, with approximately $110 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, Co-operators / CUMIS and Desjardins.

Our mutual funds dealer, securities 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, Qtrade Guided Portfolios, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, offers a comprehensive lineup of 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 Salary This position is posted with an expected salary range of $90,000 – $100,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.


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