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Onboarding Advisor — Client Relations & Transitions

Job in Toronto, Ontario, C6A, Canada
Listing for: Aviso Wealth
Full Time position
Listed on 2026-01-13
Job specializations:
  • Customer Service/HelpDesk
  • Business
Job Description & How to Apply Below
A leading wealth management organization in Toronto is seeking an Onboarding Officer to support the onboarding of new Advisors. This role involves problem solving, subject matter expertise, and collaboration with various teams. The ideal candidate should have 2-3 years of experience in the financial industry, post-secondary education, excellent customer service skills, and proficiency in Microsoft Office. Join a dynamic team that values innovation and teamwork while offering competitive compensation and benefits.
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