Support advisor onboarding at Aviso Wealth through bilingual customer service, Dataphile guidance, and accurate documentation during EST standard hours.
As a Bilingual Onboarding Officer, you will manage current advisor onboarding within the Partner and Client Onboarding team. The position requires customer service, attention to detail, process documentation, and effective communication. You will coordinate requests, explain procedures, and help advisors progress successfully through established service levels.
Key Responsibilities: Partner with advisors to ensure smooth onboarding
Guide advisors through Dataphile procedures, forms, and practices
Answer questions as the onboarding subject matter expert
Update the onboarding dashboard weekly




Coordinate documentation compliance and internal issue resolution
Requirements: Post-secondary education or equivalent experience
Two to three years financial industry experience
Excellent customer service and strong attention to detail
Microsoft Office knowledge, including Outlook, Excel, and Word
French business proficiency and English bilingual ability preferred
Bring bilingual communication, Dataphile knowledge, and onboarding accuracy to advisor support at Aviso Wealth.

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📌 Bilingual Advisor Onboarding Officer (Ontario)
🏢 Aviso
📍 Ontario