Knowledge Management Specialist

Aviso Wealth:

At Aviso Wealth, 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 Wealth has to offer at .

The Opportunity:

We’re looking for a Knowledge Management Specialist to join our Customer Service Experience Knowledge team.

Reporting to the Director, Knowledge, Quality & CSE, you will be responsible for building and maintaining the Customer Service Experience team’s knowledge management (KM) database, including KM templates, standards, processes, policies, documents, etc. to ensure our Service Centre team has what they need to be able to successfully service our advisors and clients. This requires a high degree of cross-functional collaboration with internal and external partners in our various lines of business, direct and indirect influence, and project management. You will be a key contributor in the development, implementation, and maintenance of Aviso’s Service Centre’s knowledge base.

Who you are:

• Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

• Define and develop knowledge management processes, standards and templates to ensure consistency of knowledge articles
• Develop and transition both new and existing support documentation, processes, procedures and policies into the knowledge base
• Collaborate with key stakeholders, colleagues, and subject matter experts (SMEs) to identify key knowledge areas and gaps
• Support development of knowledge-based products that strengthen the Service Centre's overall performance, including best practices, lessons learned, success stories, etc.
• Monitor and evaluate the effectiveness of knowledge management initiatives, identify gaps and opportunities for improvement, and propose solutions to enhance knowledge capture, organization, and utilization, as well as training and quality processes and procedures
• Prepare regular reports and presentations to communicate progress, achievements, and areas for improvement
• Promote a knowledge-sharing and continuous improvement culture and provide training and support on knowledge management practices
• Other duties as requested

Your experience and skills:

• Excellent at listening, making people feel heard and valued
• 3 or more years of experience in a similar role, preferably in a customer service environment
• A believer in servant leadership; an eternal student of service and learning
• Someone with a strong work ethic who leads by example - you work hard, play hard and expect nothing less from those around you
• Good understanding of knowledge management principles, methodologies, and best practices
• Excellent written and verbal communication skills with the ability to explain complex ideas in easy-to-understand language
• Generating enthusiasm for knowledge sharing and transfer across a variety of organizational levels
• Project management skills to plan, execute, and monitor knowledge management initiatives with the flexibility to adapt to meet changing business needs
• Someone who is not afraid to ask others for help when needed
• Not territorial or worried about looking good but would rather everyone look good together
• Proficiency in the following:
• Office 365
• Content/video editing tools (Vyond, Adobe Creative Cloud, Photoshop, etc.)
• Knowledge Management Technology and Learning Management Systems is an asset
• Fluent communication skills in English are required; bilingualism in French is an asset

You will be measured on the two metrics that matter the most - Employee and Customer Satisfaction.

• World class service as demonstrated by the Contact Center having amazing Customer Satisfaction
• Leadership and ability to motivate and inspire as measured by high employee satisfaction, low absenteeism, turnover, etc.
• Commitment to team as measured by leader and peer compliments

Why Aviso Wealth?

At Aviso Wealth, 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 package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our 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

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.

Further information is available on the Privacy link on our Career Page – Privacy Policies

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.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors .

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $65,000 - $75,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.