Delivery Manager leading SAP Business One implementation teams at Vision33, a global cloud ERP and business transformation partner. Owning delivery performance, people leadership, and commercial outcomes across Eastern Canada.
About the role
- Bilingual Onboarding Officer managing advisor onboarding, Dataphile support, and compliance documentation. Supporting partners and internal teams at Canadian wealth management provider Aviso.
Responsibilities
- Partner with Advisors and communicate effectively to ensure smooth onboarding
- Provide guidance, support and education on procedures, forms and practices within the Dataphile system
- Serve as the Subject Matter Expert for questions received by the Onboard Team
- Partner with internal operations and service teams to complete onboarding promptly and resolve concerns
- Update the Onboarding Dashboard weekly to monitor Advisor progress
- Update account information and collaborate with internal stakeholders to ensure compliance with CRA and IRS self-certification documentation
- Provide support for platform transitions, offboarding and other specialized partner support
- Occasional travel may be required
Requirements
- Post-secondary education and/or equivalent experience
- Minimum of 2-3 years of experience in the financial industry, preferably in an Operations or Service Center role
- Successful completion of the Canadian Securities Course (CSC) is preferred
- Excellent customer service skills and strong attention to detail
- Previous experience with process improvement and documentation
- Strong knowledge of Microsoft Office (Outlook, Excel, Word)
- Knowledge and experience of Dataphile is an asset
- Required to conduct business in French
- Bilingual in English is an asset and strongly preferred
- Ability to work EST standard hours
Benefits
- 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 the retirement program
- Learning and development opportunities
- Education assistance program
- Regular social events
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Degree requirement
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