Excel as a Bilingual Advisor Onboarding Officer with Aviso Wealth, committed to providing top-tier service to current 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 proceduresEducate on the Dataphile system and related practicesAnswer onboarding queries as a Subject Matter ExpertCoordinate with internal teams to ensure swift onboardingKeep track of advisor progress via the Onboarding DashboardRequirements:Post-secondary education or comparable experienceExperience in the financial industry, 2-3 years requiredCompletion of the Canadian Securities Course preferredAttention to detail and strong customer service skillsRequired fluency in French; English is a strong assetSupport Aviso Wealth's mission of financial well-being with your bilingual abilities and onboarding experience.

📌 Bilingual Advisor Onboarding At Aviso Wealth (Toronto)
🏢 Aviso Wealth
📍 Toronto