As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. 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. 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. 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. 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 Requirements 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 Solid 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 Benefits Why Aviso Wealth? Competitive compensation package that rewards and recognizes individual contributions Excellent health, dental and insurance perks 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 through learning & development and an education assistance program Regular social events to foster teamwork Your Information By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law. Further information is available on the Privacy link on our Career Page – Privacy Policies Equal Employment Opportunity Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process. Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem. We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our invest

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