Job title: Research & Insights Consultant

Company: Aviso Wealth

Job description: Job Description:

Aviso Wealth:

At Aviso Wealth, 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 Wealth has to offer at .

The Opportunity:

We’re looking for a Research and Insights Consultant to join our Marketing, Communications and Client Experience team.

Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 1111 West Georgia St, Vancouver, BC.

Reporting to the Director, Research & Insights the Research and Insights Consultant is responsible for using qualitative and quantitative research methods to improve the overall customer and employee experience.

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You 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

What your day looks like:

• Lead customer and employee experience research initiatives, across the organization
• Act as a subject matter expert for research methodologies, tools and resources
• Apply statistical & analytic techniques to survey and other data to help stakeholders make evidence-based decisions
• Support the Director, Research & Insights in executing the employee and client experience strategy
• Proactively determine the data required (user analytics, customer feedback, etc.) to fulfill research objectives and execute research deliverables; work alongside the Business Intelligence and Business Analytics teams, and senior leaders across the organization to analyze trends, data from analytics and feedback
• Engage research partners and senior stakeholders, and lead conversations to gather market & customer insights and derive impactful outcomes
• Make recommendations on new methods, systems, and ways to obtain quality data and to improve efficiency in reporting
• Support leaders to explain ideas to key stakeholders, by providing insight to data analysis and creating and delivering presentations as required
• Work with the larger Product Marketing & Research team and various business units

Requirements:

Your experience and skills:

• Bachelor’s degree in Business Administration, Mathematics, Marketing or related field or any equivalent combination of relevant background and experience
• 3-5 years of experience in market research, customer insights or business analysis
• Expert knowledge of survey research platforms (e.g. Qualtrics)
• Working knowledge of data visualization/business intelligence tools (e.g. PowerBI, Tableau)
• Advanced Excel skills needed and SQL skills a definite asset
• Strong experience in both qualitative and quantitative analysis
• Proven skills in transforming raw data into actionable insights
• Experience building dashboards, interactive reports and presentations for senior leaders
• Comfortable attending meetings with stakeholders and supporting data findings
• Solid understanding of the employee/client life cycle, experience satisfaction metrics (NPS/CSAT/CES) and how to develop improved performance across the organization
• Experience in CX/EX within a similar profile of organization and the associated software applications to do the job is an asset
• Experience of working across a large organization with a matrix of operational teams is 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

Equal Employment Opportunity

Aviso Wealth 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 Wealth powers businesses that empower investors. We are a national, integrated financial services company, with approximately $110 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, Co-operators / CUMIS and Desjardins. Our mutual funds dealer, securities brokerage, and insurance dealer support thousands of financial advisors at credit unions across Canada. Our award-winning online brokerage, Qtrade Direct Investing, and our digital advice platform, Qtrade Guided Portfolios, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, offers a comprehensive lineup of responsible investment funds and portfolios, which are available through a national network of advisors. Aviso Wealth also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. We have operations in Toronto, Vancouver, and Montreal with a regional office in Winnipeg. More information about Aviso Wealth is available at .

Expected salary:

Location: Vancouver, BC

Job date: Tue, 20 Jun 2023 22:27:34 GMT