Onboarding Officer

1 week ago

Toronto, Canada Aviso Wealth Full time

**Aviso Wealth**:
**The Opportunity**:
We’re looking for an Onboarding Officer to join our Service Centre team.

**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 Univeris/ 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
- Provide additional support for Credit Union Mergers, offboarding and other specialized partner support as needed

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

- University Degree or College Diploma preferred
- Canadian Securities Course (CSC) is preferred
- 2-3 years of financial industry experience in an Operations or Service Center role
- Experience using Dataphile is an asset
- Excellent customer service skills and strong attention to detail
- Previous experience with process improvement and documentation
- Fluent communication skills in English are required and bilingual skills in French are an asset

**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.

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