Credit Officer

1 month ago

Winnipeg, Manitoba, Canada Aviso Wealth Full time
About the Role

Aviso Wealth is seeking a skilled Credit Officer to join our Operations team. As a key member of our team, you will play a crucial role in ensuring the efficient and effective management of retail credit for our IIROC full brokerage platform.

Key Responsibilities
  • Review and authorize cheques, EFTs, and wires based on risk management and AML regulations
  • Daily monitoring of credit, registered debits, and margin accounts based on firm policy
  • Review and approve internal/external transfers with credit-related ramifications
  • Monitor daily security concentration levels
  • Assist in capital and credit reporting
  • Complete other assigned projects
Requirements

To be successful in this role, you will require:

  • Post-secondary degree
  • Completion of CSC is an asset
  • A minimum of 2 years of credit experience with the securities industry
  • Extremely detail-oriented and accurate
  • Excellent interpersonal skills
  • Demonstrated ability to work calmly and effectively in a fast-paced environment
  • Flexible to meet changing needs and manage deadlines
  • Customer-focused, ability to build and maintain relationships
  • Fluent communication skills in English are required, and bilingual skills in French are an asset
What We Offer

Aviso Wealth offers a dynamic and inclusive culture that rewards innovation and celebrates success. Our benefits package includes:

  • 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 and development and an education assistance program
  • Regular social events to foster teamwork
About Aviso Wealth

Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. We're building a comprehensive, technology-enabled, client-centric wealth services 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.

We're proud to power businesses that empower investors.

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