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Job Description & How to Apply Below
This Onboarding Officer works in Aviso Wealth’s Partner and Client Onboarding team, reporting to the Manager, Operations. You will manage advisor requests, provide procedural education, and maintain accurate account information. The work emphasizes customer service, documentation, internal collaboration, and timely resolution of concerns.
Key Responsibilities:
Manage advisor onboarding requests and inquiries promptly
Provide education on procedures, forms, and practices
Coordinate with operations and service teams
Maintain advisor progress through weekly dashboard updates
Support transitions, offboarding, and specialized partner needs
Requirements:
Two to three years’ financial industry experience preferred
Operations or Service Center experience preferred
Process improvement and documentation experience
Successful Canadian Securities Course completion preferred
Ability to work EST standard hours
Use financial operations experience, process discipline, and customer service expertise to deliver accurate advisor onboarding at Aviso Wealth.
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