Onboarding Officer - 12 months
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 an Onboarding Officer to join our Service Centre team for a 12 month contract.
Reporting to the Manager, Transitions amp; Advisor Onboarding the Onboarding Officer is responsible for being the lead subject matter expert in both IIROC AND MFDA applications. The individual will oversee all aspects of the onboarding process for converting Advisors.
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 from the advisors and the executive leadership and the Credit Unions
- Partner internally with other areas of operations and customer service to ensure that onboarding is done in a timely manner and that concerns are resolved quickly
- Act as a liaison between the Advisor/Wealth manager and the Registration team for registration documentation
- Update Onboarding Dashboard on weekly basis to monitor Advisor progress
- Provide pre-licensing support, post-licensing support, Portfolio Manager onboarding, oversee Credit Union Mergers, offboarding and specialized partner support
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 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 agencies, please.
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