Data Analyst, Temporary

The Opportunity

At Aviso, we are dedicated to improving the financial well‑being of Canadians. 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 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.

• 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 such as 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.

• 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) is 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 is 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.

• Competitive compensation package that rewards and recognizes individual contributions.
• Excellent health, dental and insurance benefits to meet the diverse needs of employees.
• Generous vacation time, fitness benefit, parental leave top‑up options.
• Matching contributions to our retirement program.
• Commitment to the continuous improvement of staff through learning & development and an education assistance program.
• Regular social events to foster teamwork.

Salary: $75,000 – $80,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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.

No recruiters or agencies, please.