Bilingual Supervisor, New Accounts

Aviso Wealth

. Supervise and coordinate all department activities to ensure timely and accurate processing .

Posted 10/14/2026contractToronto • CanadaMid-LevelSenior💰 CA$83,000 - CA$100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong supervisory and organizational skills in managing department activities, ensuring compliance with industry regulations, and providing exceptional customer service. Proficient in analyzing performance metrics and implementing process improvements while maintaining a collaborative team environment.

Highest-signal resume keywords

Supervisory ExperienceInvestment Industry KnowledgeRegulatory ComplianceFluency in English and FrenchAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account MaintenanceEFT Banking SetupQuality Control ImplementationPerformance Metrics AnalysisProcess Improvement RecommendationsTime ManagementProblem-SolvingAttention to DetailAdministrative Skills

Soft Skills

Interpersonal SkillsDelegationMentoringCustomer ServiceTeam Collaboration

Tools & Technologies

MS WordMS ExcelMS OutlookMS Access

Certifications & Qualifications

IFICCSC

Industry Keywords

Investment IndustryRegulatory RequirementsQuality AssuranceDepartment Activities Coordination

About the role

Key responsibilities & impact

Supervise and coordinate all department activities to ensure timely and accurate processing
Oversee opening, maintaining and closing accounts across Aviso platforms in accordance with regulations and internal policies
Perform administrative duties including account maintenance, customer service, EFT banking setup, system reconciliations, welcome letters, mail distribution, filing and scanning
Handle internal and external customer escalations and maintain service levels
Implement quality controls and facilitate quality assurance tests
Collect and analyze department performance metrics and provide activity summaries
Recommend process improvements and streamlining opportunities
Maintain current knowledge of industry regulations
Update process maps and procedure manuals
Monitor workload, assess volume changes, prioritize functions and realign resources to meet deadlines
Train and provide ongoing support to staff
Provide performance feedback to staff
Facilitate staff meetings and encourage idea sharing

Requirements

What you’ll need

Post-secondary education and continuing education relating to the Investment Industry, specifically operations functions
In-depth knowledge of relevant regulatory requirements
Successful completion of the IFIC and/or the CSC is an asset
3–5 years of progressively responsible experience in the investment industry
1–2 years of past supervisory experience
Fluency, written and spoken, in English and French is required
Excellent interpersonal skills, including delegation and mentoring
Strong attention to detail and accuracy
Organizational, time management and administrative skills
Ability to work under pressure, set priorities and meet time constraints
Solid analytical and problem-solving skills
Ability to handle multiple tasks with appropriate attention to detail
Superior customer service skills
Ability to quickly identify and resolve problems
Intermediate computer skills in MS Word, Excel, Outlook and Access

Benefits

Comp & perks

Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits
Generous vacation time
Fitness benefit
Parental leave top-up options
Matching contributions to retirement program
Learning and development opportunities
Education assistance program
Regular social events