Bilingual New Accounts Supervisor

Aviso; Montreal; On-site; CAD 83,000 - 100,000; Full time

Benefits offered by this job

Health benefits

Dental insurance

Vacation time

Retirement contributions

Education assistance

Team events

Job summary

Aviso Wealth in Montreal, QC, is seeking a Bilingual Supervisor, New Accounts to lead the Operations team on a 6-month assignment. You will supervise opening, maintaining and closing accounts across Aviso platforms, provide daily guidance, training and ensure deadlines are met.

The ideal candidate has 3–5 years in the investment industry with 1–2 years in supervision, and is fluent in English and French. The role emphasizes accuracy, regulatory compliance and exceptional client service in a

Qualifications

• Post-secondary education in investment industry or related field.
• IFIC and/or CSC certification is an asset.
• 3–5 years in the investment industry with 1–2 years in supervision.
• Fluent in English and French, written and spoken.

Responsibilities

• Supervise daily operations of New Accounts department.
• Ensure timely processing, client onboarding, and account maintenance.
• Provide training and feedback to staff.
• Maintain regulatory compliance and update process maps.
• Monitor workload and plan resources to meet deadlines.

Skills

Bilingual English/French

Supervisory experience

Regulatory knowledge

Customer service

Education

Post-secondary education in investment_industry

IFIC/CSC asset

Tools

MS Word

MS Excel

Outlook

Job description

Aviso Wealth in Montreal, QC, is seeking a Bilingual Supervisor, New Accounts to lead the Operations team on a 6-month assignment. You will supervise opening, maintaining and closing accounts across Aviso platforms, provide daily guidance, training and ensure deadlines are met.

The ideal candidate has 3–5 years in the investment industry with 1–2 years in supervision, and is fluent in English and French. The role emphasizes accuracy, regulatory compliance and exceptional client service in a