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Added 5 mins ago
CO
Division Chief, Public Education and Professional Development
City of Toronto
Toronto, ON
- Full-time
As a Senior Manager, the Division Chief will ensure the utilization of best practices, technology, and resources to meet the needs and provide best in class service and information to the…
Added 5 mins ago
SH
Housekeeping Aide
Southern Health-Santé Sud
Gladstone, MB
- Full-time
Be part of the Southern Health-Santé Sud team, who is rooted in what matters most. Join a region that offers a lifestyle like no other – a safe, peaceful, beautiful, fulfilling life for you…
Added 9 mins ago
GL
Senior Risk Analyst (Analytics)
goeasy Ltd.
Mississauga, ON
- Full-time
Join one of Canada’s fastest-growing companies and be part of something extraordinary – welcome to goeasy! At goeasy, our people and culture are at the heart of everything we do, and we’re…
Added 9 mins ago
TC
Accounts Receivable and Trade Manager
The Crump Group, Inc.
Mississauga, ON
- $80,000 to $95,000 CAD / year
- Full-time
…we’re driven by people. When you join our team, you become part of a team that cares about what we do and how we do it. We believe in creating a workplace where you can grow your career,…
Added 9 mins ago
CN
Web Developer [PHP/Laravel]
Conexus Nuclear Inc. (Conexus)
Toronto, ON
- $60,000 to $72,000 CAD / year
- Full-time
Development tasks completed on time and within the scope agreed with the Manager, Software Engineering & Architecture.
Added 9 mins ago
RC
Sr Manager Value Management
Rogers Communications
Toronto, ON
- Full-time
We are seeking a Senior Manager of Value Management, reporting to the Sr Director, Value Management and Yield, to create and deliver programs dedicated to service revenue growth via…
Added 9 mins ago
TC
Senior Key Account Manager
The Crump Group, Inc.
Mississauga, ON
- $100,000 to $110,000 CAD / year
- Full-time
Title: Senior Key Account Manager - Grocery & Drug
Added 9 mins ago
T
Operations Manager
Tavoron
Winnipeg, MB
- Full-time
As we continue to grow, we are looking to add an Operations Manager to our Celco team, located in Winnipeg.
Added 10 mins ago
SD
Assistant Front Store Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 10 mins ago
SD
Merchandiser, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Brampton, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 10 mins ago
SD
Assistant Front Store Manager, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 10 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 10 mins ago
Financial Reporting Analyst
SGGG Fund Services Inc.
Toronto, ON
…Analyst to join our Financial Reporting team. Reporting to the Manager, Financial Reporting, this role is responsible for preparing investment fund financial statements and supporting…
Added 10 mins ago
Disability Case Manager Coordinator
Equitable
Waterloo, ON
We are looking for a Disability Case Manager Coordinator to join our Group Life & Disability Claims team! You will provide timely and accurate support to the Group Life & Disability claims…
Added 10 mins ago
FOOD SERVICE MANAGER
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North Grenville, ON
Reporting to the Executive Director, the Food Service Manager is accountable for all aspects of Food & Dietary Services within the home to meet the nutritional needs of residents, and to…
Added 11 mins ago
JI
Chargé de comptes – Québec / Key Account Manager - Quebec
J.D. Irving, Limited
QC · QC, Canada
- Full-time
Opportunities to take part in job-related training and development
Added 25 mins ago
CP
Manager, Employer Onboarding (DB Pension Implementation)
CAAT Pension Plan
Toronto, ON · Head Office
- Full-time
…vision to life. If this sounds like a fit, we’d love you to be a part of…
Added 25 mins ago
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Spécialiste des comptes clés - Myélome multiple / Key Account Specialist - Multiple Myeloma
Sanofi
Toronto, ON · Montreal, QC
- Full-time
Added 25 mins ago
F
Operations Manager
f4e88e5d-9b4d-43d8-9efb-d90006adc5e6
Winnipeg, MB
- Full-time
As we continue to grow, we are looking to add an Operations Manager to our Celco team, located in Winnipeg.
Added 33 mins ago
YW
Frontline Worker - Weekend Set Shifts
Youth Without Shelter
Toronto, ON · Etobicoke, ON
- Part-time
Job Posting: Part-time Weekend Shifts (6 available shifts)
Added 33 mins ago
YR
***Repost*** Sign Language Interpreter (Term)
York Region District School Board
Aurora, ON
- Full-time
IMPORTANT INFORMATION : This application is a repost. If you have already submitted an application, you will not be able to reapply at this time.
Added 36 mins ago
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Application Specialist (Preclinical Imaging)
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- Full-time
…Scintica, you are not just stepping into a role you are becoming part of a mission-driven team that is shaping the future of biomedical…
Added 36 mins ago
BT
Private Enterprise Manager
Baker Tilly Canada
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- Full-time
Be part of something bigger. Build with us today - Now, for tomorrow.
Added 40 mins ago
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Shop Technician
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…opportunity to solve water by participating in our paid Volunteer Program, Xylem…
Added 40 mins ago
Inspector Specialist (Inspector Specialist 2)
The Government of Nova Scotia
Sydney, NS
Closing Date: 08-Nov-26 (Applications are accepted until 11:59 PM Atlantic Time)

Aviso

Bilingual Onboarding Officer

Toronto, ON, Canada

$55,000 to $65,000 CAD / year · Full-time

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Applications open in a new tab.

Job details

Pay: $55,000 to $65,000 CAD / year
Job type: Full-time
Apply by: Apr 20, 2027
Experience: Minimum of 2-3 years of experience in the financial industry, preferably in an Operations or Service Center role
Posting language: English
Posted: Sep 27, 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 are looking for an Onboarding Officer to join our Partner and Client Onboarding team.

Reporting to the Manager, Operations and working in a fast-paced environment, the Bilingual Onboarding Officer is expected to provide high-quality customer service by managing all aspects of onboarding of new advisors. The highly motivated and energetic professional ensures that all advisor, client and head office requests and inquiries are handled promptly with care and accurately, adhering to the established service levels.

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:

Partner with Advisors and communicate effectively and ask questions to ensure a smooth onboarding
Provide guidance, support and education on procedures, forms and practices within the Dataphile system to ensure the Advisor is successful in the onboarding process
Be the Subject Matter Expert and answer questions that come into the Onboard Team
Partner internally with other areas of operations and service to ensure that onboarding is done in a timely manner and that concerns are resolved quickly
Update Onboarding Dashboard on weekly basis to monitor Advisor progress
Update account information and collaborate closely with all internal stakeholders and teams to ensure compliance with documentation related to CRA and IRS self-certification of residency status
Provide additional support for platform transitions, offboarding and other specialized partner support as needed
This role may require occasional travel

Requirements

Your experience and skills:

Post-secondary education and/or equivalent experience
Minimum of 2-3 years of experience in the financial industry, preferably in an Operations or Service Center role
Successful completion of the Canadian Securities Course (CSC) is preferred
Excellent customer service skills and strong attention to detail
Previous experience with process improvement and documentation
Strong knowledge of Microsoft Office (Outlook, Excel, Word)
Knowledge and experience of Dataphile is an asset
This role is required to conduct business in French. Bilingual in English is an asset and is strongly preferred
Ability to work EST standard hours

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

Manage the onboarding of new advisors, providing guidance on procedures, forms, and Dataphile while responding promptly and accurately to advisor, client, and internal inquiries. Track onboarding progress, coordinate with internal teams to ensure timely and compliant documentation, and support platform transitions, offboarding, and other partner needs.

Requirements

Requires post-secondary education or equivalent experience and 2–3 years of financial industry experience, preferably in operations or a service center. The Canadian Securities Course is preferred; strong customer service, attention to detail, process improvement, Microsoft Office skills, and the ability to conduct business in French are also sought.

Skills

Customer Service
Advisor Onboarding
Communication
Attention To Detail
Process Improvement
Documentation
Dataphile
Microsoft Office
Outlook
Excel
Word
Compliance
Residency Self-Certification
Stakeholder Collaboration
Problem Resolution
Bilingual Communication

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

Financial Services
Wealth Management
Advisor Onboarding
Partner And Client Onboarding
Operations
Customer Service
Dataphile
Canadian Securities Course
Microsoft Office
Outlook
Excel
Word
Process Improvement
Documentation
Compliance
CRA
IRS
Residency Self-Certification
Platform Transitions
Offboarding
Service Levels
Stakeholder Collaboration
French
English
Advisor Support

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