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 new 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 solid 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.

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