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 to fill an opening for a MAP Support Specialist to join our Operations team. The MAP Support Specialist reports to the Supervisor, New Accounts and is responsible for the service and day‑to‑day operational support of Aviso's Separately Managed Account (SMA) programs and other investment management solutions. The role requires consistent delivery of outstanding service for clients, team members, and related parties by handling all administration duties for managed accounts with minimal supervision while maintaining a high degree of accuracy and timeliness. Leadership qualities are essential as you will be responsible for processing and managing all client account inquiries in accordance with operational procedures, company policies, and industry regulations.
Who you are
- Service – You put your clients' needs first, advocate service excellence, and work to deliver client‑centric solutions. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner.
- Execution – You are committed to achieving your goals, focusing on “getting things done,” recognizing and taking advantage of opportunities as they arise, consistently seeking ways to improve, and taking accountability for your actions.
- Collaboration – You work collaboratively with others to drive positive results, make meaningful contributions to your team, encourage collaboration, build trust and inclusion, and establish effective relationships both inside and outside the organization.
What your day looks like
- Handle email and phone inquiries from internal and external stakeholders to manage client accounts in a timely, efficient, compliant, and professional manner.
- Process and coordinate various duties within the department and other shared services such as investment instructions, account set‑ups, updates, transfers, redemptions, and contributions.
- Execute discretionary trades to support redemptions and contributions requests.
- Act as the primary contact for internal and external stakeholders with respect to the resolution of problems and complaints by initiating an investigation, recording details, referring to the relevant departments, and conducting appropriate follow‑ups.
- Provide guidance and support on procedures, forms, and practices within the SMA program to ensure advisors succeed with product implementation and account maintenance needs.
- Assist with monthly fee‑billing.
- Provide support to the Supervisor through analysis of departmental trends and preparation of reports such as volume and escalation tracking to ensure delivery of service standards.
Requirements
- Post‑secondary education in a related field (e.g., a degree, diploma, or certificate in Business or Finance).
- Successful completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH).
- Licensed as an INV Registered Representative or eligible to be licensed as an IR within 30 days.
- Exceptional customer service skills with a minimum of 5 years’ customer service experience; 2–3 years of which are within the financial services industry (or equivalent), preferably serving high net worth clientele.
- Excellent time‑management and organizational skills with proven ability to work well under pressure and meet deadlines.
- Excellent communication and interpersonal skills.
- Working experience with Portfolio Management software, Bloomberg or Morningstar preferred.
- Fluent communication skills in English are required and bilingual skills in French are an asset.
- Strong knowledge of Microsoft Office (Outlook, Excel, Word).
- Self‑motivated, results‑oriented with strong attention to detail and accuracy.
- Proven ability to identify and resolve issues to the satisfaction of all parties.
Benefits
- Competitive compensation package that rewards and recognizes individual contributions.
- Excellent health, dental and insurance benefits to meet the diverse needs of 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.
Why Aviso?
At Aviso, 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 and recognition of individual contributions.
- Health, dental, and insurance benefits that meet diverse needs.
- Generous vacation, fitness, and parental leave top‑up options.
- Matching contributions to our retirement plan.
- Learning and development opportunities, including an education assistance program.
- Social events that foster teamwork and collaboration.
Your Information
By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.
Equal Employment Opportunity
Aviso 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.
Salary
This position is posted with an expected salary range of $55,000 - $65,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
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