Credit Officer

4 weeks ago


Toronto, Ontario, Canada Aviso Wealth Full time
About the Role

Aviso Wealth is seeking a skilled Credit Officer to join our Operations team. As a Credit Officer, you will play a crucial role in ensuring that regulatory requirements are met by enforcing efficient and effective monitoring and control 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
  • 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
Why Aviso Wealth?

Aviso Wealth offers a dynamic and inclusive culture that rewards innovation and celebrates success. Our competitive compensation package, excellent health and dental benefits, generous vacation time, and commitment to continuous learning and development make us an attractive employer. We value our employees' growth and well-being, and we're committed to creating a positive work environment.



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