Bilingual Onboarding Officer

Aviso Wealth; Toronto; On-site; CAD 55,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Health and dental benefits

Generous vacation

Retirement matching

Education assistance

Social events

Job summary

Aviso Wealth in Toronto is seeking a bilingual Onboarding Officer to join the Partner and Client Onboarding team. Reporting to the Manager, Operations, you will manage all aspects of onboarding for new advisors in a fast-paced environment, delivering high-quality service and ensuring compliance with CRA/IRS residency documentation.

You will partner with advisors, provide guidance on procedures in Dataphile, act as SME, coordinate with other operations teams, and maintain onboarding dashboards.

Qualifications

• Post-secondary education or equivalent experience.
• 2–3 years in financial industry, Operations or Service Center.
• CSC completion preferred.
• Excellent customer service and strong attention to detail.
• Experience with process improvement and documentation.
• Strong Microsoft Office skills.
• Dataphile knowledge is an asset.
• Role requires French; English bilingual is a strong asset.
• Ability to work EST hours.

Responsibilities

• Partner with Advisors and communicate effectively to ensure smooth onboarding.
• Provide guidance and education on procedures within the Dataphile system.
• Be the subject matter expert and answer onboarding questions.
• Collaborate with internal operations to ensure timely onboarding and resolve concerns.
• Update Onboarding Dashboard weekly to monitor Advisor progress.
• Ensure CRA/IRS residency documentation compliance in account information.
• Provide support for platform transitions, offboarding, and other partner needs.
• Occasional travel may be required.

Skills

Customer service

Attention to detail

Communication

Microsoft Office

Dataphile

French language

English bilingual

Education

Post-secondary education

CSC completion preferred

Tools

Dataphile

Job description

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 www.aviso.ca.

The Opportunity:

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.

Asoneaviso:

• We Care– Youdo the right thing forclients,partnersand colleagues. Youbuild trusted relationships,championservice excellence, andcontribute to a culture where people feel valued and supported

• We Dare–You challenge the status quo with bold ideasand fresh perspectives. Youembrace change, seek opportunities toinnovateand are comfortable exploring new ways of working

• We Share– Youcollaborate openlyand build meaningful relationships. Youseek outdiverse perspectives, share yourknowledgeand work together to helpcolleagues,clientsand 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

What your day looks like:

• 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

Your experience and skills:

• 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

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

Your Information

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 information will be handled in accordance with applicable Canadian privacy laws, including thePersonal Information Protection and Electronic Documents Act (PIPEDA)and relevant provincial legislation. 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

Equal Employment Opportunity

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.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

Company Overview:

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 clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. 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. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, and Montreal. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins.We’re proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $55,000 - $65,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.