Data Analyst, Temporary (Vancouver)
Aviso Wealth
Job Description
Overview Aviso is dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, Aviso is committed to leadership, innovation, partnership, responsibility, and community. Work with talented professionals who reflect our values in a dynamic culture.
For more information about what Aviso has to offer, visit our career page. The Opportunity: We are looking to fill an opening for a Data Analyst to join our Compliance team for 9 months. Reporting to the Manager, Compliance Strategy and Analytics, the Compliance Analyst assists with a wide range of compliance projects, ensures adherence to regulatory requirements, and supports risk management 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 help maintain Aviso Wealth\'s regulatory compliance standards while supporting our commitment to protecting client interests and maintaining market integrity. Responsibilities 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 Create and maintain compliance training materials, documentation, and reference tools as they pertain to projects, controls, and new implementations Support internal audits and regulatory examinations as required Requirements 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; bilingual skills in French are an asset Benefits 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 Information for Applicants By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including PIPEDA and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.
Further information is available on the Privacy link on our Career Page. 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.
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 is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees.
We are building a technology-enabled, client-centric wealth services ecosystem with partners, advisors, and investors. Our services span credit unions, investment dealers, insurance and trust companies, and introducing brokers. Our offices are in Toronto, Vancouver, Montreal, and Winnipeg.
Salary: This position is posted with an expected salary range of $75,000 - $80,000 CAD annually. Individual compensation packages are based on factors unique to each candidate and the requirements of the position. #J-18808-Ljbffr