Bilingual Onboarding Officer

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

We are looking for an Onboarding Officer to join our Partner and Client Onboarding team.

Reporting to the Manager, Operations and working in a fast-paced environment, the Bilingual Onboarding Officer is expected to provide high-quality customer service by managing all aspects of onboarding of new advisors. The highly motivated and energetic professional ensures that all advisor, client and head office requests and inquiries are handled promptly with care and accurately, adhering to the established service levels.

• We Care
  – Youdo the right thing for clients,partners and colleagues. Youbuild 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 ideasand fresh perspectives. You embrace change, seek opportunities toinnovateand are comfortable exploring new ways of working

• We Share
  – You collaborate openlyand build meaningful relationships. Youseek out diverse perspectives, share yourknowledgeand work together to help colleagues,clients and partners succeed

• We Deliver
  – Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.
  
  You hold yourself accountable and continuously look for ways toimprove

• Partner with Advisors and communicate effectively and ask questions to ensure a smooth onboarding
• Provide guidance, support and education on procedures, forms and practices within the Dataphile system to ensure the Advisor is successful in the onboarding process
• Be the Subject Matter Expert and answer questions that come into the Onboard Team
• Partner internally with other areas of operations and service to ensure that onboarding is done in a timely manner and that concerns are resolved quickly
• Update Onboarding Dashboard on weekly basis to monitor Advisor progress
• Update account information and collaborate closely with all internal stakeholders and teams to ensure compliance with documentation related to CRA and IRS self-certification of residency status.
• Provide additional support for platform transitions, offboarding and other specialized partner support as needed
• This role may require occasional travel

• Post-secondary education and/or equivalent experience
• Minimum of 2-3 years of experience in the financial industry, preferably in an Operations or Service Center role
• Successful completion of the Canadian Securities Course (CSC) is preferred
• Excellent customer service skills and strong attention to detail
• Previous experience with process improvement and documentation
• Strong knowledge of Microsoft Office (Outlook, Excel, Word)
• Knowledge and experience of Dataphile is an asset
• This role is required to conduct business in French. Bilingual in English is an asset and is strongly preferred
• Ability to work EST standard hours

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…