Director, Strategy & Business Transformation

Description

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 www.aviso.ca.

The Opportunity:

We’re looking for a Director, Strategy & Business Transformation to join our Strategy & Business Transformation team.

This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON.

Reporting to the VP, Enterprise Strategy, the Director, Strategy & Business Transformation is responsible for, in collaboration with business leaders, supporting Aviso’s strategy development and implementation with a specific focus on building our “oneAviso” focus across the organization. This role will focus on supporting EC and Board requirements, supporting the development and implementation of key oneAviso initiatives, being the steward of the Aviso strategies working with Lines of Business and Shared Services to communicate and support the realization of these plans. In addition, this role will be responsible for supporting, documenting, and sharing innovation research, market developments and business opportunities and contribute the development of Aviso’s innovation culture and mind-set.

Who you are:

• 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
• Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members
• 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
• 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 EC and Board meeting and required strategic development and progression/reporting
• Steward of the Aviso Wealth Strategy. Specifically, oneAviso
• How best to focus investment, development, and business programs
• Ongoing competitive analysis
• Providing strategic support on key CEO led projects (ie acquisitions etc)
• Share plans, share inputs, share learning
• Partner with Lines of Business and Shared Services to promote understanding of the strategy and its implications

• Support execution to ensure vision consistency
• Clarification of scope across Aviso
• Determine feasibility and support discovery
• Maintaining knowledge of how our business functions and its products and business processes
• Presenting new innovation ideas, emerging trends, new business models and approaches to business transformation leaders and senior management in a clear, concise manner
• Corporate Tools/Communication to support the OneAviso strategy
• Support key oneAviso Initiatives, Innovation Programs and Project Implementations, including:
• Engaging with internal and external stakeholders to help lead and build on Aviso’s innovative culture and mindset
• Conducting and documenting research on innovation trends, disruptors, vendor capabilities, competitor offerings and business opportunities within our market
• Business case development
• Competitive review

Requirements

Your experience and skills:

• Experience leveraging a range of technology solutions to drive business results
• Experience in coordinating and managing dispersed groups of stakeholders
• Experience communicating, persuading, and reporting to business executives
• Experience in product ownership, change management, and project management
• Strong communication and interpersonal skills with the ability to develop internal & external relationships and ability to network to build connections with industry peers and experts
• Experience managing and optimizing external vendor relationships
• Highly organized, detail-oriented with strong analytical skills
• 5-8 years progressive work experience, at least 5 years in a related role
• Excellent communications skills in English are required and bilingual communication skills in French is an asset
• Creative and resourceful, with ability to find innovative ways to provide solutions
• Comfortable with agile ways of working and delivery
• Broad understanding of the financial industry and the related legislative and regulatory framework

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:

• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork
• Generous vacation time, fitness benefit, parental leave top-up options
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Competitive compensation package that rewards and recognizes individual contributions
• Matching contributions to our retirement program

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 www.aviso.ca.