Business Support Specialist

Aviso Wealth; Toronto; On-site; CAD 93,000 - 113,000; Full time

Job summary

A leading wealth management organization in Toronto is seeking a Business Support Specialist to enhance advisor productivity and client experience. This pivotal role involves direct support, resolving technical issues, and fostering platform usage and adoption among advisors. The ideal candidate has over 5 years in advisor/business support and possesses excellent communication skills. The company offers a competitive compensation package and values innovation and teamwork in its dynamic environment.

Benefits

Competitive compensation package

Health, dental and insurance benefits

Generous vacation time

Retirement matching contributions

Learning & development programs

Qualifications

• 5+ years’ experience in advisor support, business support, or platform enablement within financial services.
• Strong understanding of advisor workflows and digital platforms.
• Fluent communication skills in English; bilingual French is an asset.

Responsibilities

• Act as a contact for credit union leaders experiencing issues with digital platforms.
• Provide hands-on support to advisors.
• Triage and resolve platform-related issues.
• Collaborate with cross-functional teams to ensure smooth platform functionality.
• Gather advisor feedback for continuous improvement.

Skills

Advisor support

Business analysis

Cross-functional collaboration

Communication

Problem-solving

Education

Post-secondary education in business, finance, IT, or related field

Tools

Microsoft Office Suite

Advisor Hub

Conquest

Dataphile

Job description

Aviso

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 Business Support Specialist to join our Advisory Platform and Services team. Reporting to the VP, Advisory Platform and Services, the Specialist, Business Support is responsible for resolving issues that impact advisor platforms and tools, supporting advisors in their use of platform and driving adoption of best practices aimed at improving advisor productivity and experience. This front‑line support role is critical to ensuring advisors have the tools, knowledge, and information needed to deliver exceptional client experiences.

Who You Are

• Service: You put advisors’ needs first, advocate service excellence, and deliver client‑centric solutions
• Execution: You focus on getting things done, continuously improving, and taking accountability for your actions
• Collaboration: You work collaboratively with others to achieve organizational goals, build trust, and foster inclusion
• Innovation: You seek creative solutions to complex problems and drive positive change

What Your Day Looks Like

• Act as a contact for credit union leaders and support teams experiencing issues with digital platforms (e.g., Advisor Hub, Conquest, Dataphile)
• Provide hands‑on support and coaching to advisors, helping them adopt new features and maximize platform capabilities
• Triage and resolve platform‑related issues, escalating and monitoring resolution of technical concerns to IT or product teams as needed
• Monitor platform performance and proactively identify potential disruptions or areas for improvement
• Collaborate with cross‑functional teams (Operations, Compliance, Product, IT) to ensure smooth platform functionality and user satisfaction
• Contribute to training materials, FAQs, and user guides to enhance advisor self‑service and platform adoption
• Gather advisor feedback and relay insights to platform development teams for continuous improvement
• Participate in testing and validation of new platform features before deployment

Your Experience and Skills

• Post‑secondary education in business, finance, information technology, or a related field
• 5+ years’ experience in advisor support, business support, or platform enablement within financial services
• Strong understanding of advisor workflows and digital platforms (e.g., Advisor Hub, Conquest, Dataphile)
• Excellent communication and interpersonal skills, with a coaching mindset.
• Proven ability to manage multiple priorities in a fast‑paced, advisor‑centric environment
• Experience with issue triage, business analysis, and cross‑functional collaboration
• Advanced computer skills (Microsoft Office Suite)
• Fluent communication skills in English are required; bilingual skills in French are an asset

Why Aviso?

At Aviso, 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 the Personal 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.

No recruiters or agencies, please.

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, Montreal, and Winnipeg. 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 $93,000 – $113,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.