Credit Officer

3 weeks ago

Winnipeg, Manitoba, Canada Aviso Wealth Full time

About the Role:

Aviso Wealth is seeking a Credit Officer to join our Operations team. As a key member of our team, you will be responsible for 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:

Your Experience and Skills:

  • 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, and generous vacation time make us an attractive employer. We're committed to the continuous improvement of our staff through learning and development and an education assistance program.

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