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Aviso Wealth

Customer Service Experience Representative

Remote, Canada

Remote

$52,000 to $60,000 CAD / year · Full-time

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Job details

Pay: $52,000 to $60,000 CAD / year
Job type: Full-time
Workplace: Remote
Posting language: English
Posted: Nov 5, 2026

Original 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 to fill an open role with an incredible Customer Service Experience Representative to join our Contact Centre team.

We are passionate enablers of financial freedom for all Canadians. We do this by providing a service that is caring, informative, supportive, accurate and timely. We lead by example in all interactions, constantly look for new ways to improve CSX that exceed not just our industry but are leading in any industry. We work collaboratively with each other, take ownership and accountability, and take pride in supporting not only our internal community but the communities in which we operate.

We hire people who love to help others, who understand what drives others, people who are kind, curious and comfortable operating in ambiguity. We hire people who truly believe that service can and should be easy for employees and customers alike. We are looking for people who can always find positives, even in the most difficult times. This is not an easy role, but you will be supported, and it is rewarding. We are not a normal Call Centre and have high respect for our team. Our goals are nothing short of being the best service experience in the world.

Customers and financial advisors call us for questions, help and support for our products. Reporting to the Supervisor, Service Center, the Customer Service Experience Representative is responsible for ensuring our customers receive exceptional service from knowledgeable, passionate people. People who are hardworking and sincerely interested in helping customers are who we are. If this sounds like you, please read on.

Who you are:

You constantly take time to learn about our products and processes because no matter how much training you get there is still so much to learn to become the kind of customer care professional we need and expect
You raise your team-mates up by being an amazing, positive person that can be relied upon
You work hard but also have fun and think it’s cool to work for a digital company poised to disrupt an underserviced industry
You take initiative to learn independently and are proud of your ability to improve
Lastly, you think that customer service is nothing less than an amazing job that is an extremely important part of a company’s success and is a highly respected role. Because at Aviso, that is what we believe. Customer experience is what we are all about. If you feel the same way, please apply!

What your day looks like:

This role can be summed up in a few simple bullets:

Respond to inquiries via telephone, email, or chat on our products and services in an efficient, compliant, courteous, and professional manner
Provide exceptional customer experience, take initiative to find creative solutions that make each customer’s experience feel personal
Act as the primary contact with the client with respect to the resolution of problems and complaints with deep empathy and a solution-focused outlook
Drive continuous improvement by identifying, suggesting and actively participating in process improvement
Understand and apply department operating policies and procedures

Your experience and skills:

It helps if you’ve done this before, so if you have recently worked in a role where you were responsible for helping customers for over a year that is great
If it was for a company that you can say really cared about customers and was known for that, even better
If you were thought of as a top producer there, who was known for getting a lot of work done and leaving a trail of smiling, happy customers, then now we are really talking
If it was in an inbound Contact Centre and/or a retail store, then you are still on track
If you have any experience supporting business to business to consumer (we support credit unions, their members and our own customers) add another check mark
If you have any experience in a digital company, you are really on track
Being able to change is important as our hours can change and so can your schedule
We use computers and other technology to do our jobs. You are technically savvy
Fluent communication skills in English are required and bilingual skills in French are an asset

Industry and Education

A post-secondary education is not required but if you have one in financial administration or services, that’s a plus!
Also, a plus, but not required, would be completion of the Investment Funds Course (IFIC) or the Canadian Securities Course (CSC)
Experience in the financial services industry could help, especially if it was with a customer experience leader

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, 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 $52,000 - $60,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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More about this job

Responsibilities

The representative will respond to customer inquiries via telephone, email, and chat while providing exceptional, personalized service. They are also responsible for identifying process improvements and acting as the primary contact for resolving client complaints.

Requirements

Candidates should have over a year of experience in a customer-facing role, preferably within an inbound contact center or financial services environment. Strong communication skills and technical proficiency are required, while financial certifications like IFIC or CSC are considered an asset.

Skills

Customer service
Communication
Problem solving
Empathy
Technical proficiency
Process improvement
Financial services knowledge
Inbound contact center
Relationship management
Conflict resolution
Time management
Adaptability
Collaboration
Digital literacy

Benefits

Competitive compensation
Health benefits
Dental benefits
Insurance benefits
Generous vacation time
Fitness benefit
Parental leave top-up
Retirement program matching
Learning and development
Education assistance program

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Customer experience
Contact center
Financial services
Investment funds course
Canadian securities course
Credit unions
Digital company
Process improvement
Inbound support
Client relations
Financial well-being
B2C
B2B
Compliance

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