Director, FP&A, Asset Management job opportunity at Aviso Wealth Management.

Home Jobs In Canada Tag: FP&A, Asset Management Director, FP&A, Asset Management position at Aviso Wealth Management


Date2026-02-07T15:11:18.982Z bot
Aviso Wealth Management Director, FP&A, Asset Management
Experience: 10-years
Pattern: Full-time
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FP&A, Asset Management

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degreeMBA
loacation Toronto, Canada
loacation Toronto....Canada

Aviso: At Aviso, 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 has to offer at www.aviso.ca . The Opportunity: We’re looking to fill an opening for a Director, Strategic Finance (FP&A - Asset Management), to join our Finance team. Reporting to the Vice-President, Financial Planning & Analysis, the Director, Strategic Finance is the primary finance partner delivering exceptional service, support and training to our Asset Management business line. The Director, Strategic Finance provides value-added decision support and works with line-of-business leaders to develop and implement solutions that achieve strategic priorities and outcomes. Strong business acumen, ability to influence and make sound recommendations, as well as build and maintain solid relationships with stakeholders are key success factors in this role. The Director, Strategic Finance oversees the forecasting and budgeting processes for line(s) of business and is involved with client pricing decisions and overseeing analysis/reporting of key business metrics and drivers. At times, the role will involve supporting the Strategy & Innovation team with mergers & acquisitions analysis/modelling as well as supporting other departments with financial modelling. 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 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 What your day looks like: Lead the annual budgeting/forecasting process with the assigned line(s) of business and update forecasts on a quarterly basis for executives/Board Lead and provide strategic finance support, including business casing, pricing analyses and other financial models, for Asset Management Join the Asset Management Executive Committee and contribute to the business’ strategic direction Act as a key partner to executives, business leaders and their teams, including regularly educating them via presentations and other means, on financial performance, drivers and opportunities Oversee and manage all FP&A line of business executive/board reporting, including ongoing reporting improvements Collaborate and support leaders across a variety of departments, including Product, Investment Management, Sales, Compliance, Legal etc. Analyze complex financial information to provide accurate and timely financial reports/recommendations to support strategic and tactical decisions Regularly uncover opportunities to drive efficiencies/savings, including support for various contract renegotiations Write monthly and quarterly commentaries for executive/board reports Create ad hoc financial models to support departments across Aviso, as required Work with the Strategy & Innovation team and executives on ad hoc M&A opportunities as well as one-off/custom board reports Demonstrate leadership within the FP&A team through mentoring and educating analysts to support team growth and succession planning Your experience and skills: Bachelor’s degree in Finance or Accounting MBA and/or professional designation (CA, CGA, CMA / CPA, CFA) A minimum of 10 years’ progressive experience in finance/financial services roles, with at least five years at a Director level, preferably within the wealth/asset management industry At least five years’ experience leading and managing a team  Advanced skills in Microsoft Excel Experience with investment products, including mutual funds and SMA platforms Strong understanding of data analytics  Familiarity with enterprise planning tools to facilitate budgeting and forecasting activities  Highly analytical and detail-oriented  Exceptional organizational skills and ability to prioritize and handle multiple simultaneous assignments  Strong interpersonal and leadership skills  Proven ability to anticipate business needs and priorities, working with all levels of management and employees  Superior communication and presentation skills to persuade and influence peers and upper management  Demonstrated willingness to roll-up sleeves and work with team members in a hands-on management capacity  Ability to thrive in a past-paced performance-driven environment, dealing with ambiguity and change  Fluent communication skills in English are required and bilingual skills in French are an asset

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