Senior Onboarding Officer
Aviso Wealth, Canada
Job Description
Aviso Wealth:
At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca.
The Opportunity:
We’re looking for a Senior Onboarding Officer to join our Service, Operations and Compliance team.
Reporting to the Senior Manager, Partner Support, the Senior Onboarding Officer is responsible for overseeing the Onboarding team on all MFDA and IIROC onboardings for Advisors, providing guidance, support, and education to the Onboarding team to ensure a successful onboarding process and is the main contact person for all planning aspects with the Recruitment, Credit Union and New Advisor teams.
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:
- Manage the Onboarding team on all MFDA and IIROC onboardings and work with the Recruitment team in the planning of each onboarding
- Lead and document all onboarding planning with the Credit Union to ensure a successful onboarding experience
- Be the Subject Matter Expert and contact for the Credit Union executive leadership group
- Partner internally with other areas of Operations and Service Center to ensure that onboarding is done in a timely manner and that issues are resolved quickly
- Lead large Credit Union Mergers, liaising with the Wealth Manager Project Manager, and internal Aviso experts to ensure the onboarding is efficiently managed, reporting back to the Advisor/Credit Union team
- Oversee Advisor Offboarding and Credit Union contact management
Requirements
Your experience and skills:
- University Degree or College Diploma preferred
- Canadian Securities Course (CSC) preferred
- 5+ years of leading Advisor onboarding in financial services
- Previous experience leading an onboarding team
- Operations or Service Center experience in a Financial firm
- Experience with Dataphile
- Ability to support partners at an executive level
- 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 amp; development and an education assistance program
- Regular social events to foster teamwork
Equal Employment Opportunity
Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.
No recruiters or