Excel as a Bilingual Advisor Onboarding Officer with Aviso Wealth, committed to providing top-tier service to new advisors. This essential role guarantees a smooth transition for our partners.

As part of the Partner and Client Onboarding team, report to the Operations Manager and utilize your 2-3 years of financial experience. Your expertise in onboarding processes will ensure client and advisor inquiries are addressed efficiently. The role requires a dedication to high-quality service and effective communication.

Key Responsibilities:



• Guide advisors through the onboarding journey and procedures • Educate on the Dataphile system and related practices • Answer onboarding queries as a Subject Matter Expert • Coordinate with internal teams to ensure swift onboarding • Keep track of advisor progress via the Onboarding Dashboard

Requirements: • Post-secondary education or comparable experience • Experience in the financial industry, 2-3 years required • Completion of the Canadian Securities Course preferred • Attention to detail and strong customer service skills • Required fluency in French; English is a robust asset

Support Aviso Wealth’s mission of financial well-being with your bilingual abilities and onboarding experience.

📌 Bilingual Advisor Onboarding at Aviso Wealth (Winnipeg)
🏢 Aviso Wealth
📍 Winnipeg