Bilingual Supervisor, New Accounts, Temporary

Aviso Wealth Inc.; Montreal; On-site; CAD 75,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation

Health & dental benefits

Generous vacation time

Retirement plan matching

Job summary

Aviso Wealth Inc. is seeking a Bilingual Supervisor, New Accounts to lead the Operations team for a 6‑month period in Montreal. You will supervise account openings/closings, ensure regulatory compliance, and guide staff to meet deadlines and service standards.

Fluent English and French are required to communicate with clients and partners across Canada. The role emphasizes training, process improvement, and maintaining quality controls within a dynamic wealth management environment.

Qualifications

• Post-secondary education related to the Investment Industry.
• IFIC and/or CSC is an asset.
• 3–5 years in investment, with 1–2 years in supervision.
• Fluent in English and French, written and spoken.
• Strong attention to detail, multitasking and client service.

Responsibilities

• Supervise department activities to ensure timely, accurate processing.
• Provide training, guidance and performance feedback to staff.
• Manage open/maintain accounts and client service workflows.
• Implement quality controls and monitor KPIs.
• Update procedures and assist with regulatory changes.

Skills

Interpersonal skills

Delegation

Mentoring

Analytical thinking

Problem-solving

Client service

Time management

Attention to detail

Organizational skills

Multi-tasking

Education

Investment Industry education

IFIC/CSC asset

Tools

MS Word

Excel

Outlook

Access

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're looking for a Bilingual Supervisor, New Accounts to join our Operations team for 6 months. Reporting to the Manager, Operations, the Bilingual Supervisor, New Accounts is responsible for the supervision of opening, maintaining and closing accounts across various Aviso platforms in accordance with regulatory requirements and internal policies and procedures. This involves providing daily guidance, training and motivation to staff, problem solving, and ensuring processing and responsibilities are completed by the deadlines and service standards.

As one aviso:

• We Care - You do the right thing for clients, partners and colleagues. You build 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 ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working
• We Share - You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed
• We Deliver - You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

What your day looks like:

• Supervise and coordinate all activities of the department to ensure timely and accurate processing
• Department administrative duties include open/maintain accounts, client customer service, setup EFT banking information, system reconciliations, welcome letters, mail distribution, filing/scanning
• Handle all customer escalations (internal/external) and ensure customer service levels are maintained within the department
• Implement quality controls and facilitate regular quality assurance tests
• Collect and analyze key performance metrics for the department. Provide summaries of overall activity during the month, identifying any unique circumstances impacting the area and anticipated future events
• Provide recommendations to streamline/improve processes where appropriate
• Maintain current knowledge of industry regulations
• Update process maps and procedure manuals as required by changes in regulations, processing, and workflow
• Monitor department workload and assess requirements to handle changes in volumes. Plan resources by prioritizing functions and re-aligning resources to meet target deadlines
• Provide training and ongoing support to new and existing staff members
• Provide effective and ongoing performance feedback to staff members
• Facilitate staff meetings to provide department updates and to encourage the sharing of ideas, soliciting topics of conversation relevant to the team

Your experience and skills:

• Post-secondary education and continuing education relating to the Investment Industry, specifically operations functions
• In-depth knowledge of relevant regulatory requirements, the successful completion of the IFIC and/or the CSC is an asset
• 3 - 5 years of progressively responsible experience in the investment industry, including past supervisory experience for a minimum of 1 - 2 years
• Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada
• Excellent interpersonal skills including delegation and mentoring
• Strong attention to detail and accuracy along with organizational, time management and administrative skills
• Ability to work under pressure, set priorities and meet time constraints
• Solid analytical and problem-solving skills with the ability to handle multiple tasks with the appropriate attention to detail
• Superior customer service with the ability to quickly identify and resolve problems to the satisfaction of all parties
• Highly motivated and results driven
• Intermediate computer skills in MS Word, Excel, Outlook, Access

Why Aviso Wealth?

• 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 throu