Data Analyst - Temporary

The Opportunity: We’re looking to fill an opening for a Compliance Analyst to join our Compliance team for 12 months. Reporting to the Manager, Compliance Strategy and Analytics, the Compliance Analyst is responsible for assisting with a wide range of compliance projects, ensuring adherence to regulatory requirements, and supporting risk management efforts across wealth management operations. This role involves working with various account types, understanding financial flows, and analyzing data to support compliance initiatives within the Canadian wealth management regulatory framework.

The successful candidate will play a key role in maintaining Aviso Wealth's regulatory compliance standards while supporting our commitment to protecting client interests and maintaining market integrity. Who you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client‑centric solutions, and proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner 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 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: Review client and compliance documentation to identify potential policy violations and compliance risks Analyze and reconcile financial data, including journal entries and account activity, to ensure accuracy and regulatory adherence Support special projects and initiatives aimed at improving compliance processes and implementing new regulatory requirements including planning, modeling, and testing Research and analyze new legislative and regulatory updates from bodies like the CIRO and CSA to assess their impact on firm’s systems and procedures Collaborate with various business units, including operations, Finance, and Product, to provide guidance on compliance requirements and resolve issues Prepare compliance reports and documentation using Excel and data analysis tools Responsible for creating and maintaining compliance training materials, documentation and reference tools as it pertains to projects, controls, and new implementations Support internal audits and regulatory examinations as required Requirements: Your experience and skills: Bachelor’s degree or Diploma in Business, Finance, Accounting, or a related field Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFC) required 3–5 years of experience in financial services, insurance, financial analysis, or administrative roles Strong analytical and research skills to gather, interpret, and summarize compliance information Strong knowledge of Canadian account types (RRSP, TFSA, RESP, etc.) and their associated regulatory requirements Familiarity with Canadian regulatory frameworks considered an asset. Solid understanding of accounting principles, including journal entries and debit/credit flows Advanced proficiency in Microsoft Excel, including data analysis, pivot tables, and reporting functions Experience with SQL or BI Tools for data extraction, analysis and visualization is an asset Strong problem‑solving, and research skills with the ability to work through complex or ambiguous situations and large datasets Highly organized with exceptional attention to detail.

Excellent written and verbal communication skills Fluent communication skills in English are required and bilingual skills in French are an asset Benefits: At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. Here are a few things that set us apart: 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 & development and an education assistance program Regular social events to foster teamwork Equal Employment Opportunity: Aviso 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.

Salary: This position is posted with an expected salary range of $75,000-$85,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position. #J-18808-Ljbffr