Aviso Wealth

Administration

• Set up, change and deactivate access for all employees and external partners
• Administer user access provisioning, de-provisioning, and role-based access controls (RBAC) across systems and applications
• Maintain and enforce access management policies, standards, and procedures
• Monitor and audit access logs and user activity to ensure compliance
• Collaborate with IT, HR, and business units to ensure timely and accurate access changes
• Support identity governance tools such as SailPoint, Okta, Azure AD, or similar platforms
• Participate in access reviews, certifications, and remediation activities
• Troubleshoot access-related issues and provide support to end-users
• Assist in the implementation of automation and self-service capabilities for access requests
• Document processes and maintain access control documentation
• Stay current with industry trends and best practices in identity and access management (IAM)

System Access Administrator

Bilingual

• Respond to inquiries via telephone, email, or chat regarding products and services in an efficient, compliant, courteous, and professional manner
• Provide exceptional customer experience and find creative, personalized solutions
• Act as primary contact for clients to resolve problems and complaints with empathy and focus on solutions
• Drive continuous improvement by identifying and participating in process improvements
• Understand and apply department operating policies and procedures
• Report to the Supervisor, Service Center and collaborate with Contact Centre team

Bilingual Client Solutions Officer

Financial Planning and Analysis

• Respond to inquiries via telephone, email, or chat on Qtrade Direct Investing (QDI) products and services in an efficient, compliant, courteous, and professional manner
• Support clients by managing the order flow for online trading from self-directed clients
• Act as the primary contact for resolution of problems and complaints, initiate investigations, record details, refer departments and conduct follow-up
• Keep current with market trends and news that may affect markets and clients’ investment decisions
• Drive continuous improvement by identifying, suggesting and actively participating in process improvement
• Understand and apply department operating policies and procedures
• Report to the Manager, Online Trading and support Financial Advisors and clients across Canada

System Access Administrator

Bilingual Client Solutions Officer

Investment Representative, Bilingual