Onboarding Officer

**Aviso Wealth**:
**The Opportunity**:
We are looking for an Onboarding Officer to join our Partner and Client Onboarding team.

Reporting to the Senior Manager, Transitions Services and working in a fast-paced environment, the Onboarding Officer is expected to provide high-quality customer service by managing all aspects of onboarding of new advisors. The highly motivated and energetic professional ensures that all advisor, client and head office requests and inquiries are handled promptly with care and accurately, adhering to the established service levels.

**Who you are**:

- **Service** - You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
- **Execution** - You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- **Collaboration** - You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

**What your day looks like**:

- Partner with Advisors and communicate effectively and ask questions to ensure a smooth onboarding
- Provide guidance, support and education on procedures, forms and practices within the Dataphile system to ensure the Advisor is successful in the onboarding process
- Be the Subject Matter Expert and answer questions that come into the Onboard Team
- Partner internally with other areas of operations and service to ensure that onboarding is done in a timely manner and that concerns are resolved quickly
- Update Onboarding Dashboard on weekly basis to monitor Advisor progress
- Update account information and collaborate closely with all internal stakeholders and teams to ensure compliance with documentation related to CRA and IRS self-certification of residency status.
- Provide additional support for platform transitions, offboarding and other specialized partner support as needed
- This role may require occasional travel

**Requirements**:
**Your experience and skills**:

- Post-secondary education and/or equivalent experience
- Minimum of 2-3 years of experience in the financial industry, preferably in an Operations or Service Center role
- Successful completion of the Canadian Securities Course (CSC) is preferred
- Excellent customer service skills and strong attention to detail
- Previous experience with process improvement and documentation
- Strong knowledge of Microsoft Office (Outlook, Excel, Word)
- Knowledge and experience of Dataphile is an asset
- Fluent communication skills in English are required and bilingual skills in French are an asset
- Ability to work EST standard hours

**Benefits**

**Why Aviso Wealth?**

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

- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits 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

**Equal Employment Opportunity**

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

**Company Overview**:
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 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. Our clients include our partners, advisors, and investors. 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 partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset