Help advisors succeed with Dataphile procedures, bilingual service, and compliance documentation as an Onboarding Officer at Aviso Wealth.
Within the Partner and Client Onboarding team, this officer serves as a knowledgeable contact for advisor questions and onboarding progress. The position combines Dataphile support, account updates, CRA and IRS self-certification documentation, and collaboration across internal teams. Occasional travel may be required.
Key Responsibilities: Answer onboarding team questions as subject matter expert
Explain Dataphile procedures, forms, and practices
Update account information and residency documentation
Monitor advisor progress on the onboarding dashboard
Resolve concerns with internal operations and service teams
Requirements: Post-secondary education or equivalent experience
Dataphile knowledge and experience considered an asset
Solid Microsoft Office knowledge
Excellent customer service and detail orientation
French required; English bilingual ability strongly preferred
Combine Dataphile support, bilingual communication, and documentation accuracy to guide advisors through successful onboarding at Aviso Wealth.

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📌 Dataphile Advisor Support Officer (Ontario)
🏢 Aviso
📍 Ontario