Learning & Development Reporting Coordinator, Temporary

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 Learning and Development Reporting Coordinator to join our Talent team for a 6 month contract.

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 Senior Manager, Learning & Development, the coordinator will be responsible for managing the day-to-day reporting and analytics required by Aviso internal stakeholders and our CU Partners. The Learning and Development Reporting Coordinator will have responsibility for the coordination and administration of a range of L&D activities and projects as directed by L&D partners.

Who you are:

• 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
• 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
• 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
• 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

What your day looks like:

• Provide regular follow up, summaries to management on learner course/curriculum progress
• Tracking and reporting of internal aviso training activity for Aviso employees, and external CU advisors
• Provide management with training analytics and trends
• Manage and respond to training and L&D inquiries from Credit Union partners and other departments within Aviso
• Manage distribution of progress reports to credit union Wealth Leaders on registrants progress to complete required CE requirements
• Tracking and following up on continuing education (CE) activities for applicable registrants
• Submit and follow up on inquiries to regulators on tracking and reporting of CE

Requirements

Your experience and skills:

• Proactive, with strong analytical and problem-solving skills, and an ability to work with minimal supervision
• Strong computer skills especially Word, Excel, PowerPoint, Outlook, and Teams
• Post-secondary education in administration and/or business, a focus in L&D is an asset
• Fluent communication skills in English are required and bilingual skills in French are an asset
• Assisting with periodic reporting requests such as learning records and producing reports as required
• Advising staff on training policies and procedures
• Managing annual mandatory training calendar
• Carrying out research as directed into training providers or other information
• Ensure confidentiality and security of sensitive information
• Excellent time management skills, with the ability to manage competing deadlines by effectively prioritizing and multitasking
• Knowledge of financial services, mutual funds, securities and/or life insurance products would be an asset
• Well organized and able to work effectively to deadlines
• Working knowledge of Learning Management System an asset
• Excellent communication skills (both verbal and written)
• Liaising with line managers and delegates to ensure all staff are booked/registered on required learning events
• Team player attitude, with a flexibility to adapt to changing work priorities
• Extremely high attention to detail
• Professional, customer service disposition
• Prefer minimum 1-2 years of work experience in a similar support role

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:

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