Back


 Back to Home Page

Détail du poste

Bilingual Advisor Onboarding Specialist - EN

Altis Recruitment

Markham, Ontario

Please login to apply for this job.

    Save this job      2025-05-29

Bilingual Advisor Onboarding Specialist - EN

Altis Recruitment

Markham, Ontario
 
Salary: From 50,000 to 60,000 per Year
 
Country: Canada
 

Our client is seeking a Bilingual Advisor Onboarding Specialist  to join their Operations team in a dynamic and fast-paced environment. Reporting to the Senior Manager of the Transitions Team, this role focuses on delivering high-quality customer service by managing all aspects of onboarding new advisors. This position requires strong bilingual communication skills in English and French and a commitment to maintaining an exceptional customer experience throughout the onboarding process.

Roles and Responsibilities

1. New Advisor Onboarding:

  • Resolve escalations related to new advisor transitions promptly and accurately.
  • Apply strong business acumen and investigative skills to address issues with urgency and exceptional service.

2. Documentation and Compliance:

  • Navigate and manage essential business processes, including documentation requirements, product knowledge, and CIRO-governed systems.
  • Maintain client onboarding data accuracy to ensure seamless advisor access to digital client packages.

3. Collaboration and Communication:

  • Collaborate with internal and external partners to gather necessary information and facilitate efficient workflows.
  • Coordinate with impacted teams, provide timely updates, and ensure task completion to enhance the client experience.

4. Account Management:

  • Oversee tasks related to client setup, including banking arrangements, transfers, income profiles, systematic events, and managed accounts, while meeting SLAs.
  • Update account information and ensure compliance with CRA and IRS residency certification requirements.

5. Client Preferences and Notifications:

  • Manage and update client preferences for e-delivery, statements, confirmations, and tax forms, ensuring smooth communication.

Qualifications and Skills

  • Bilingual proficiency in English and French (required).
  • Post-secondary education or equivalent experience.
  • Previous experience in brokerage operations or advisor onboarding transitions.
  • Strong communication, organizational, and problem-solving skills.
  • Exceptional attention to detail and ability to work independently and collaboratively in a team environment.


We’re an equal opportunity employer committed to increasing diversity and inclusion in today’s workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Minorities, women, LGBTQ candidates, and individuals with disabilities are encouraged to apply. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.

Pour vous identifier en tant que conjoint de militaire, veuillez envoyer votre curriculum vitae directement à Militaryfamiles@altisrecruitment.com et indiquer dans votre courriel / lettre d’accompagnement que vous êtes un conjoint de militaire.


Pour toute question concernant cet employeur et le processus de demande d’emploi, veuillez contacter :


Altis Recruitment Team

E mail: militaryfamilies@altisrecruitment.com


613-230-3700


About Altis Recruitment

Welcome on behalf on the Altis Recruitment team! Altis has a long-standing business relationship with the Defence community. For more than 30 years, we have been grateful to work alongside the Department of National Defence and countless military professionals. We know that family members of military personnel often make many personal sacrifices to support their loved ones. We understand that it can be difficult to pursue a career when embracing sudden changes like relocation and deployment. For some, this has meant putting a pause on career goals or professional development. We would like to provide you with everything you need for a successful and confident job search – in addition to access to job opportunities. Download the checklists our experts have created to help you be at your best from application to interview.