Bilingual Supervisor, Accounts

Position: Bilingual Supervisor, New Accounts
Aviso Wealth:
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at

The Opportunity:

We’re looking for a Bilingual Supervisor, New Accounts to join our Operations team.

Reporting to the Manager, Operations, the Bilingual Supervisor, New Accounts is responsible for the supervision of opening, maintaining and closing accounts across various Aviso platforms in accordance with regulatory requirements and internal policies and procedures. This involves providing daily guidance, training and motivation to staff, problem solving, and ensuring processing and responsibilities are completed by the deadlines and service standards.

Who you are:

Service  – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso 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

Leadership  – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

Supervise and coordinate all activities of the department to ensure timely and accurate processing

Department administrative duties include open/maintain accounts, client customer service, setup EFT banking information, system reconciliations, welcome letters, mail distribution, filing/scanning

Handle all customer escalations (internal/external) and ensure customer service levels are maintained within the department

Implement quality controls and facilitate regular quality assurance tests

Collect and analyze key performance metrics for the department. Provide summaries of overall activity during the month, identifying any unique circumstances impacting the area and anticipated future events

Provide recommendations to streamline/improve processes where appropriate

Maintain current knowledge of industry regulations

Update process maps and procedure manuals as required by changes in regulations, processing, and workflow

Monitor department workload and assess requirements to handle changes in volumes. Plan resources by prioritizing functions and re-aligning resources to meet target deadlines

Provide training and ongoing support to new and existing staff members

Provide effective and ongoing performance feedback to staff members

Facilitate staff meetings to provide department updates and to encourage the sharing of ideas, soliciting topics of conversation relevant to the team

Your experience and skills:

Post-secondary education and continuing education relating to the Investment Industry, specifically operations functions

In-depth knowledge of relevant regulatory requirements, the successful completion of the IFIC and/or the CSC is an asset

3 – 5 years of progressively…