Aviso:

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 to fill an open role with an incredible Customer Service Experience Representative to join our Contact Centre team.

We hire people who love to help others, who understand what drives others, people who are kind, curious and comfortable operating in ambiguity. We hire people who truly believe that service can and should be easy for employees and customers alike. We are looking for people who can always find positives, even in the most difficult times. This is not an easy role, but you will be supported, and it is rewarding. We are not a normal Call Centre and have high respect for our team. Our goals are nothing short of being the best service experience in the world.

Customers and financial advisors call us for questions, help and support for our products. Reporting to the Supervisor, Service Center, the Customer Service Experience Representative is responsible for ensuring our customers receive exceptional service from knowledgeable, passionate people. People who are hardworking and sincerely interested in helping customers are who we are.

Who you are:





- You constantly take time to learn about our products and processes because no matter how much training you get there is still so much to learn to become the kind of customer care professional we need and expect
- You raise your team-mates up by being an amazing, positive person that can be relied upon
- You work hard but also have fun and think it’s cool to work for a digital company poised to disrupt an underserviced industry
- You take initiative to learn independently and are proud of your ability to improve
- Lastly, you think that customer service is nothing less than an amazing job that is an extremely important part of a company’s success and is a highly respected role. Because at Aviso, that is what we believe. Customer experience is what we are all about.

What your day looks like:

This role can be summed up in a few simple bullets:

- Respond to inquiries via telephone, email, or chat on our products and services in an efficient, compliant, courteous, and skilled manner
- Provide exceptional customer experience, take initiative to find creative solutions that make each customer’s experience feel personal
- Act as the primary contact with the client with respect to the resolution of problems and complaints with deep empathy and a solution-focused outlook
- Drive continuous improvement by identifying, suggesting and actively participating in process improvement




- Understand and apply department operating policies and procedures

Your experience and skills:

- It helps if you’ve done this before, so if you have recently worked in a role where you were responsible for helping customers for over a year that is great
- If it was for a company that you can say really cared about customers and was known for that, even better
- If you were thought of as a top producer there, who was known for getting a lot of work done and leaving a trail of smiling, happy customers, then now we are really talking
- If it was in an inbound Contact Centre and/or a retail store, then you are still on track
- If you have any experience supporting business to business to consumer (we support credit unions, their members and our own customers) add another check mark
- If you have any experience in a digital company, you are really on track
- Being able to change is important as our hours can change and so can your schedule
- We use computers and other technology to do our jobs. You are technically savvy
- Fluent communication skills in English are required and bilingual skills in French are an asset

Industry and Education

- A post-secondary education is not required but if you have one in financial administration or services, that’s a plus
- Also, a plus, but not required, would be completion of the Investment Funds Course (IFIC) or the Canadian Securities Course (CSC)
- Experience in the financial services industry could help, especially if it was with a customer experience leader

Why Aviso Wealth?

At Aviso Wealth, you will find a agile and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

📌 Customer Service Experience Representative (Canada)
🏢 Aviso Wealth
📍 Canada