Aviso Wealth is seeking a bilingual Onboarding Officer to join our Partner and Client Onboarding team in Canada. You will manage all aspects of advisor onboarding, ensuring high-quality service and adherence to service levels.
You will collaborate across departments, update dashboards, and support platform transitions, with occasional travel. You will work in a rapid-paced environment, using Dataphile and MS Office to guide advisors through procedures and forms, and you will help ensure