Data Analyst, Temporary

Aviso Wealth•Toronto, ON

1d•CA$75,000 - CA$80,000•Hybrid

About The Position

Aviso is seeking a Data Analyst to join their Compliance team for a 9-month temporary position. The role reports to the Manager, Compliance Strategy and Analytics and is responsible for assisting with compliance projects, ensuring adherence to regulatory requirements, and supporting risk management efforts within Canadian wealth management operations. The Data Analyst will work with various account types, analyze financial flows, and support compliance initiatives. This role is crucial for maintaining Aviso Wealth's regulatory compliance standards and protecting client interests.

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.
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.
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.

Nice To Haves

Familiarity with Canadian regulatory frameworks considered an asset.
Experience with SQL or BI Tools for data extraction, analysis and visualization is an asset.
Bilingual skills in French are an asset.

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.
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.