As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. We're looking to fill an opening for a Bilingual Account Officer join our Aviso Correspondent Partner team. Reporting to the Director, Partner Services and Onboarding, the Bilingual 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 seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed Follow up on and gather information on client account activities for client responses Notify Partners of any transfer out requests and coordinate delivery of account with SLA 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 Minimum of two years of customer service experience Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada Exceptional customer service and interpersonal skills Strong computer skills Excellent health, dental and insurance advantages 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 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 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.

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. 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 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 is backed by the collective strength of our owners: the credit union Centrals, Co‑operators/CUMIS, and Desjardins. This position is posted with an expected salary range of $55,000 - $65,000 CAD annually.

📌 Administration / Gestion FACTURIER (Vancouver)
🏢 Aviso
📍 Vancouver