Join Aviso Wealth as a Bilingual Onboarding Specialist, providing exceptional service to new advisors. Your role is vital in delivering a seamless onboarding experience in a cooperative setting.
In this engaging position, you will report to the Operations Manager and be part of the Partner and Client Onboarding team. With a minimum of 2-3 years of financial industry experience, your expertise will ensure advisors receive the guidance needed during onboarding. This role demands strong communication skills, attention to detail, and a proactive approach to resolving inquiries efficiently.
Key Responsibilities:
• Manage and facilitate onboarding for new advisors
• Educate advisors on procedures and Dataphile practices
• Serve as a Subject Matter Expert for onboarding queries
• Collaborate with internal departments for timely service
• Monitor advisor progress through an Onboarding Dashboard
Requirements:
• Post-secondary education or equivalent experience
• 2-3 years in a financial Operations or Service role
• Completion of the Canadian Securities Course preferred
• Bilingual skills in French and English are strongly preferred
• Proficient in Microsoft Office and Dataphile knowledge an asset
Utilize your language skills and financial knowledge to contribute meaningfully at Aviso Wealth.
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