Become an Onboarding Officer at Aviso Wealth, where you will enhance the onboarding experience for new advisors. Your commitment to excellence will be crucial in a dynamic work environment.Reporting directly to the Operations Manager, this role is perfect for individuals with 2-3 years of financial industry experience. You will take charge of onboarding processes, ensuring all inquiries are handled with accuracy and care.



Strong customer service skills and the ability to educate others will empower you to succeed in this position.Key Responsibilities:Facilitate a smooth onboarding process for current financial advisorsProvide training on necessary procedures and system navigationAct as the primary resource for onboarding questionsWork alongside operations teams to meet onboarding deadlinesUpdate and track advisor progress on onboarding initiativesRequirements:Minimum of 2-3 years in a financial service or operations centerPost-secondary education or equivalent experienceSuccessful completion of the Canadian Securities Course preferredStrong customer service and detail-oriented skillsBilingual, with French proficiency required, English preferredBring your onboarding expertise and language skills to Aviso Wealth for a fulfilling career.

📌 Onboarding Officer Role At Aviso Wealth (Toronto)
🏢 Aviso
📍 Toronto