Jobs in Canada

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Added 19 mins ago
NC
Operations Logistics Coordinator
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- Full-time
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Aviso Wealth

Bilingual Supervisor, New Accounts, Temporary

Toronto, ON, Canada
Vancouver, BC, Canada
Montréal, QC, Canada

$83,000 to $100,000 CAD / year · Temporary

Apply on apply.workable.com About employer

Applications open in a new tab.

Job details

Pay: $83,000 to $100,000 CAD / year
Job type: Temporary
Experience: 3 – 5 years of progressively responsible experience in the investment industry, including past supervisory experience for a minimum of 1 – 2 years
Posting language: English
Posted: Oct 13, 2026

Original 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 oneaviso:

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

Requirements

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

Benefits

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 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 $83,000 - $100,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Apply on apply.workable.com About employer

More about this job

Responsibilities

The Bilingual Supervisor, New Accounts will oversee the daily work of the New Accounts team, training staff, handling escalations and keeping processing on deadline. The role also tracks department performance, updates procedures for regulatory changes and plans staffing as volumes shift.

Requirements

Candidates need 3 to 5 years of progressively responsible investment industry experience, including 1 to 2 years supervising, plus fluency in English and French. Post-secondary education in investment operations, knowledge of relevant regulations, and IFIC or CSC completion are assets.

Skills

Team supervision and coordination
Staff training and mentoring
Performance feedback
Account opening and maintenance
Account closing
Regulatory compliance knowledge
Process mapping and procedure writing
Quality control and quality assurance testing
Performance metrics and reporting
Workload and resource planning
Customer escalation handling
EFT banking setup
System reconciliation
Analytical problem solving
Attention to detail
Time management
Bilingual communication (English and French)
MS Word
MS Excel
MS Outlook
MS Access

Benefits

Health, dental and insurance benefits
Vacation time
Fitness benefit
Parental leave top-up
Retirement program matching
Learning and development
Social events

Keywords

New Accounts Supervisor
account opening
account maintenance
investment operations
wealth management
bilingual English French
supervisor
team lead
regulatory compliance
IFIC
CSC
client onboarding
EFT banking setup
quality assurance
operations management
temporary contract
Excel
Outlook
Word
Access

Seniority

Mid level

Perks

Generous paid time off
Parental leave
Retirement plan
Tuition support
Wellness program

Licences and certifications

IFIC
CSC

Tools

MS Word
MS Excel
MS Outlook
MS Access

Languages

English
French

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Jobs in Canada