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Added 2 hours ago
Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) - Quebec City 1
IG Wealth Management
Quebec, QC
Full-time
Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners…
Added 2 hours ago
Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) - Quebec City
IG Wealth Management
Quebec, QC
Full-time
Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners…
Added 2 hours ago
Bilingual Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) - Montreal, Quebec
IG Wealth Management
Quebec, QC
Full-time
Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners…
Added 2 hours ago
Bilingual Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) - Quebec
IG Wealth Management
Quebec, QC
Full-time
Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners…
Added 3 hours ago
Senior Financial Planner - West London
Meridian Credit Union
St. Marys, ON · London, ON · Aylmer, ON · Woodstock, ON · Seaforth, ON · Windsor, ON
Full-time
…relationships with internal partners including Retail Branch employees, Investment Advisors, Small Business Advisors, Commercial Relationship Managers, Insurance Representatives and Estate…
Added 3 hours ago
Vice President, Investments & Product Management
IG Wealth Management
ON · Ontario, Canada
Full-time
They are equally comfortable discussing asset allocation, model construction and portfolio implementation with investment professionals; working through operating model and technology…
Added 3 hours ago
Vice President, Investments & Product Management
IG Wealth Management
MB · Manitoba, Canada
Full-time
They are equally comfortable discussing asset allocation, model construction and portfolio implementation with investment professionals; working through operating model and technology…
Added 4 hours ago
Senior Product Manager - Payments
Clio
Toronto, ON · Vancouver, BC · Calgary, AB
Full-time
…FinTech Team, focusing on payments. FinTech is a key area of investment for the company and a cornerstone of our future growth. As the successful candidate, we will rely on your honed…
Added 5 hours ago
Wealth Management Advisor
Ocean 6 Wealth Advisory
Vancouver, BC
Full-time
Ocean 6 serves successful business owners and high income earners through financial planning, insurance, and investments. Our investment clients are some of our most valued relationships,…
Added 5 hours ago
Senior Manager, Product Management
IG Wealth Management
ON · Ontario, Canada
Full-time
Acting as a subject matter expert across the investment platform, the incumbent partners closely with sub-advisors, portfolio managers, research, operations, compliance, legal, marketing…
Added 5 hours ago
IIA Administrative Assistant, ScotiaMcLeod (Spanish/English)
Scotiabank
Toronto, ON
Ensure a high level of client service by supporting one or more Advisors in the regular review of client portfolios to identify client needs for Team of Experts services, to ensure it meets…
Added 5 hours ago
Registrations Analyst, Regulatory Registrations - Bilingual
CIBC
Montreal, QC
Full-time
…new and renewal regulatory registration and licensing of CIBC Advisors and Agents with various Regulators related to the Mutual Fund, Securities, various investment products and Life…
Added 5 hours ago
Corporate Actions Administrator
HAYWOOD SECURITIES
Vancouver, BC
Full-time
Haywood Securities is an investment firm that values its independence and its entrepreneurial spirit. Our analysts and advisors seek proven management in young companies that are built…
Added 6 hours ago
Advisor Trainee- Advisor Development Program
Sun Life
Abbotsford, BC · Surrey, BC
Full-time
Has strong knowledge and passion of retail insurance and investment products
Added 6 hours ago
Registrations Analyst, Regulatory Registrations - Bilingual
CIBC
Toronto, ON
Full-time
…new and renewal regulatory registration and licensing of CIBC Advisors and Agents with various Regulators related to the Mutual Fund, Securities, various investment products and Life…
Added 6 hours ago
Financial Planner
Canaccord Genuity Group Inc.
Calgary, AB
Full-time
…leveraging the business of our Canaccord Genuity Wealth Management’s Investment Advisors…
Added 6 hours ago
Sr Data Analyst: Investment Management
isgSearch
Toronto, ON · Greater Toronto Area, Canada
Contract
Knowledge of systems used by Investment Advisors for Client Account Management, Relationship Management, Financial Planning and Portfolio Management (such as Alladin, Charles River and…
Added 6 hours ago
Advisor, Securities
Desjardins
Montreal, QC
Full-time
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track…
Added 7 hours ago
Administrative Assistant
DFSIN Alberta - Desjardins Financial Security Independent Network
Calgary, AB
Full-time
Supporting insurance and investment administration, as applicable to your experience and licensing
Added 8 hours ago
Licensed Assistant
Manulife
Burlington, ON
Full-time
The Licensed Assistant plays a key role in supporting our Corporate Advisors by handling administrative tasks, client service, and account management. This individual must hold relevant…
Added 8 hours ago
Licensed Financial Services Assistant-EN
Canadian Forces Morale and Welfare Services
Comox, BC
$20.75 to $27.64 CAD / hour
Full-time
…Financial division within CFMWS. In addition to conventional insurance, investment and financial advice products and services, we pride ourselves in delivering preventative financial…
Added 8 hours ago
Financial Services Assistant-EN
Canadian Forces Morale and Welfare Services
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
$19.85 to $23.41 CAD / hour
Full-time
…Financial division within CFMWS. In addition to conventional insurance, investment and financial advice products and services, we pride ourselves in delivering preventative financial…
Added 9 hours ago
Senior Compliance Analyst, Group AML
Wellington-Altus
Toronto, ON
Full-time
…Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private…
Added 9 hours ago
Trade Supervision Officer
HAYWOOD SECURITIES
Vancouver, BC
Full-time
Haywood Securities is an investment firm that values its independence and its entrepreneurial spirit. Our analysts and advisors seek proven management in young companies that are built…
Added 10 hours ago
Tax Manager
Horizon Recruitment Inc
Langley (District), BC · Langley, BC
Full-time
Work with lawyers, investment advisors, insurance professionals and other external advisors on broader business and wealth strategies

Aviso

Bilingual Onboarding Officer

Toronto, ON, Canada

Pay: $55,000 to $65,000 CAD / year
Job type: Full-time
Apply by: Oct 22, 2026
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 22, 2026

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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

The Onboarding Officer manages the end-to-end onboarding process for new advisors, providing guidance on procedures and systems. They also collaborate with internal stakeholders to ensure compliance and timely resolution of inquiries.

Requirements

Candidates should have 2-3 years of experience in the financial industry and possess strong customer service and documentation skills. Proficiency in Microsoft Office and familiarity with the Dataphile system are highly valued.

Skills

Customer service
Financial industry knowledge
Operations
Service center
Process improvement
Documentation
Microsoft Office
Outlook
Excel
Word
Dataphile
Communication
Attention to detail
Bilingualism
Compliance

Benefits

Competitive compensation
Health insurance
Dental insurance
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

Onboarding
Financial Services
Wealth Management
Operations
Dataphile
CRA
IRS
Compliance
Canadian Securities Course
CSC
Customer Service
Process Improvement
Documentation
Microsoft Office
Outlook
Excel
Word
Bilingual
Advisor Support
Platform Transitions
Offboarding

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