Aviso Wealth:

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 Responsible Investment Analyst to join our Asset Management team for 6 months.

Reporting to the Senior Director, Head of Responsible Investing, the Responsible Investment Analyst will focus on supporting our proprietary Evaluations, Corporate Engagement, Proxy Voting, and Policy work to help maintain and evolve our leading expertise in Responsible Investment (RI) solutions to Canadian investors.

As oneaviso: 

• We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported

• We Dare –You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working

• We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed

• We Deliver – You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

What your day looks like:

• Conduct research on existing and emerging ESG risks and opportunities to support NEI’s strategic stewardship work
• Monitor news daily, assessing headline risk for companies in assigned sectors and tracking new sector-specific developments
• Identify material ESG risks and solutions for companies in our portfolios
• Actively participate in the engagement program by conducting company research, preparing briefing notes, organizing meetings with companies and other stakeholders, participating in company dialogues, taking meeting notes and providing input on measuring engagement impact
• Represent NEI in various external collaborations and working groups, developing relationships with peers and subject matter experts
• Support the policy program by tracking relevant policy developments, identifying submission opportunities, and providing supporting research for policy positions
• Support the proxy voting program by monitoring upcoming Annual Shareholder Meetings for assigned companies, providing input on key shareholder resolutions and depending on experience with proxy voting, executing timely votes according to NEI’s voting guidelines
• Conduct ESG evaluations to determine eligibility and monitor ongoing controversies for the publicly traded companies in our portfolio

Requirements

Your experience and skills:

• Bachelor’s Degree in a related field of study
• Minimum three years’ experience in a research function in business, government, academic or nongovernmental organizations
• Superior data management and analytical skills
• Excellent research and investigation skills
• Strong writing and communication skills
• Strong affinity for collaboration
• Deep understanding of ESG factors and their influence on company risk
• Understanding of how to integrate multiple data sources into a proprietary ESG evaluation framework
• Ability to turn data into meaningful ESG insights
• Experience as an asset manager and familiarity with the needs of investment advisors an asset
• Experience with oil and gas, transportation and/or industrials sectors an asset
• Experience with ESG, impact, proxy voting and/or shareholder advocacy an asset
• Fluent communication skills in English are required and bilingual skills in French are an asset

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:

• 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

Your Information

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 the Personal Information Protection and Electronic Documents Act (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 – Privacy Policies

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’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $65,000 - $75,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.