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Added 14 mins ago
Human Resources Generalist / Conseiller(ère) en ressources humaines
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Montreal, QC
Full-time
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Added 16 mins ago
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$90,000 to $105,000 CAD / year
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Aviso

Account Officer

Toronto, ON, Canada

Pay: $55,000 to $65,000 CAD / year
Job type: Full-time
Apply by: Mar 1, 2027
Posting language: English
Posted: Aug 24, 2026

Apply About employer

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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 opening for an Account Officer join our Aviso Correspondent Partner team.

Reporting to the Director, Partner Services and Onboarding, the Account Officer is responsible for supporting Aviso Correspondent Partners by providing outstanding service for clients, team members and related parties. We offer comprehensive custody and trading services to help portfolio managers, introducing brokers, and financial partners grow their business. You will be responsible for working with team members of Aviso Correspondent Partners to follow up and investigate operational and service matters related to the delivery of wealth management services. In this position, you will support the efforts of the team by assisting in doing day to day and support related activities and some reporting.

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:

Follow up on and gather information on client account activities for client responses
Work with Operations and IT to investigate activities and completion of requests
Review transfer in documentation for completeness and initiation and follow up for completion
Notify Partners of any transfer out requests and coordinate delivery of account with SLA
Receive and direct certain daily activities for processing by Aviso or other related parties
Handle general telephone and email inquiries on processing activities
Ensure customer problems are handled appropriately, escalating issues when necessary
Provide reporting on client accounts and other activities as necessary
Assist with management and any other department related duties

Requirements

Your experience and skills:

University/College degree
Completion of Canadian Securities Course
Minimum of two years of customer service experience
Effective information gathering and timely follow up
Fluency (written and spoken) in English is required and bilingual skills in French are an asset
Highly organized and detail-oriented
Strong ability to identify and assist in resolving issues
Show initiative, attention to detail and adaptability
Exceptional customer service and interpersonal skills
Excellent time management/prioritization skills and ability to multi-task
Ability to work independently
Contribute to a positive working environment
Strong computer skills

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, 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.

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More about this job

Responsibilities

Support correspondent partners by investigating account and service matters, gathering information, and responding to client inquiries. Review and coordinate account transfers, direct daily processing activities, escalate customer issues when needed, and provide account and operational reporting.

Requirements

A university or college degree, completion of the Canadian Securities Course, and at least two years of customer service experience are required. Candidates should have strong communication, organization, issue-resolution, time-management, and computer skills; English fluency is required, while French is an asset.

Skills

Customer Service
Information Gathering
Follow-Up
Issue Resolution
Attention To Detail
Organization
Adaptability
Interpersonal Skills
Time Management
Prioritization
Multitasking
Independent Work
Computer Skills
Written Communication
Verbal Communication
Reporting

Benefits

Health Benefits
Dental Benefits
Insurance Benefits
Vacation Time
Fitness Benefit
Parental Leave Top-Up
Learning And Development
Education Assistance Program
Social Events

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Correspondent Partners
Custody Services
Trading Services
Portfolio Managers
Introducing Brokers
Client Accounts
Account Transfers
Transfer Documentation
Operations
Information Technology
Service Inquiries
Customer Service
Issue Escalation
Account Reporting
Canadian Securities Course
English Fluency
French
Service-Level Agreements

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