As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. We’re looking for a Settlement Service Analyst to join our Operations team. Reporting to the Operations Manager, the Settlement Service Analyst is responsible for processing and monitoring inbound and outbound SWIFT messages of transactions on the SWIFT platform.

This role supports trading and operations by ensuring message obligations are met including validating settlement instructions. The successful candidate will be responsible for the settlement of foreign and domestic equity trades within the CDS and DTC systems, including equity option settlements. There may be a requirement to work on a statutory holiday or weekend.

Youbuild trusted relationships,championservice excellence, andcontribute to a culture where people feel valued and supported ~ Ensure all trades are processed and settled within the required time frame Follow the policy and procedures manual for the settlements team and create the process manual for SWIFT Other duties as assigned and help others out when needed Post-secondary education in a related field is an asset ~2+ years' experience in an office setting, preferably in the securities industry with experience using Dataphile, CDS and DTC ~1-3 years’ experience of SWIFT operations is an asset ~ Industry related certifications are not required, however successful completion of the CSC (Canadian Securities Course) or IFIC Operations course is an asset ~ Ability to work independently to achieve required objectives within company and regulatory requirements ~ Strong customer service orientation ~ Intermediate Excel and Microsoft Office knowledge ~ Fluent communication skills in English are required and bilingual skills in French are an asset 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 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 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 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. 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 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.

This position is posted with an expected salary range of $55,000 - $65,000 CAD annually.

📌 Settlement Service Analyst (Toronto)
🏢 Aviso Wealth
📍 Toronto