Aviso Wealth: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic 'oneaviso' culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca .
The Opportunity: We're looking for a Bilingual Supervisor, New Accounts to join our Operations team for 6 months. Reporting to the Manager, Operations, the Bilingual Supervisor, New Accounts is responsible for the supervision of opening, maintaining and closing accounts across various Aviso platforms in accordance with regulatory requirements and internal policies and procedures. This involves providing daily guidance, training and motivation to staff, problem solving, and ensuring processing and responsibilities are completed by the deadlines and service standards.
As one aviso: We Care - You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported
We Dare -You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring current ways of working
We Share - You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed
We Deliver - You take ownership of your work,



honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve
What your day looks like: Supervise and coordinate all activities of the department to ensure timely and accurate processing
Department administrative duties include open/maintain accounts, client customer service, setup EFT banking information, system reconciliations, welcome letters, mail distribution, filing/scanning
Handle all customer escalations (internal/external) and ensure customer service levels are maintained within the department
Implement quality controls and facilitate regular quality assurance tests
Collect and analyze key performance metrics for the department. Provide summaries of overall activity during the month, identifying any unique circumstances impacting the area and anticipated future events
Provide recommendations to streamline/improve processes where appropriate
Maintain current knowledge of industry regulations
Update process maps and procedure manuals as required by changes in regulations, processing, and workflow
Monitor department workload and assess requirements to handle changes in volumes. Plan resources by prioritizing functions and re-aligning resources to meet target deadlines
Provide training and ongoing support to new and existing staff members
Provide effective and ongoing performance feedback to staff members




Facilitate staff meetings to provide department updates and to encourage the sharing of ideas, soliciting topics of conversation relevant to the team
Your experience and skills: Post-secondary education and continuing education relating to the Investment Industry, specifically operations functions
In-depth knowledge of relevant regulatory requirements, the successful completion of the IFIC and/or the CSC is an asset
3 - 5 years of progressively responsible experience in the investment industry, including past supervisory experience for a minimum of 1 - 2 years
Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada
Excellent interpersonal skills including delegation and mentoring
Strong attention to detail and accuracy along with organizational, time management and administrative skills
Ability to work under pressure, set priorities and meet time constraints
Solid analytical and problem-solving skills with the ability to handle multiple tasks with the appropriate attention to detail
Superior customer service with the ability to quickly identify and resolve problems to the satisfaction of all parties
Highly motivated and results driven
Intermediate computer skills in MS Word, Excel, Outlook, Access
Why Aviso Wealth? Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Generous vacation time, fitness benefit, parental leave top-up options
Matching contributions to our retirement program
Commitment to the continuous improvement of our staff throu

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📌 Bilingual Supervisor, New Accounts, Temporary (Quebec City)
🏢 Aviso Wealth
📍 Quebec City