Process Documentation Specialist, Temporary

Aviso:

At Aviso, 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 has to offer at www.aviso.ca.

The Opportunity:

We’re looking to fill an opening for a Process Documentation Specialist to join the Business management team for 18 months.

Reporting to the Director, Business Management, the Process Documentation Specialist is responsible for developing, maintaining, and optimizing standardized operating procedures across multiple departments and lines of business. This role plays a key part in ensuring operational consistency, clarity, and compliance by producing high-quality documentation that supports and enables internal stakeholders.

The Process Documentation Specialist collaborates closely with subject matter experts (SMEs) from Operations, Compliance, and other business units to gather accurate and relevant content. They are responsible for editing and revising existing SOPs to enhance clarity, usability, and alignment with company policies and regulatory standards. This role also oversees document control, ensuring all SOPs are kept current with evolving business practices.

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 Wealth 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:

• Develop and author standardized operating procedures (SOPs) across multiple departments and lines of business, ensuring alignment with operational goals and regulatory requirements
• Engage with subject matter experts (SMEs) from Operations, Compliance, and other business units to gather accurate and comprehensive content for SOP development
• Review, edit, and enhance existing SOPs to improve clarity, consistency, and usability, while ensuring alignment with current business practices
• Ensure all SOP documentation complies with internal policies, industry regulations, and audit standards, maintaining a high level of accuracy and integrity
• Manage document control processes, including versioning, archiving, and timely updates to reflect changes in procedures or regulatory requirements
• Deliver SOP content in a clear, concise, and professional format, suitable for both digital platforms and print distribution
• Collaborate with the Learning & Development team to support the integration of SOPs into training programs and ensure effective communication to internal and external stakeholders
• Contribute to continuous improvement initiatives, identifying opportunities to streamline documentation processes and enhance SOP effectiveness across the organization

Requirements

Your experience and skills:

• Proven experience in content development, technical writing, or process documentation, preferably within financial services or a regulated industry
• Working knowledge of mutual funds, securities, the insurance industry, and related working experience documenting procedures and processes
• Strong understanding of business processes, operational workflows, and documentation standards, with the ability to translate complex procedures into clear, structured content
• Exceptional written and verbal communication skills, with a keen ability to tailor messaging for diverse audiences including advisors, internal teams, and compliance stakeholders
• Meticulous attention to detail and a commitment to producing high-quality, accurate, and compliant documentation
• Ability to work collaboratively across departments, building effective relationships with subject matter experts and cross-functional teams
• Exceptional time management skills with the ability to manage multiple tasks, prioritize effectively and work with minimal supervision
• Proficiency in documentation tools and platforms (e.g., Microsoft Office Suite, SharePoint, Adobe Acrobat Professional, or similar content management systems)
• Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso?

At Aviso, 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 $85,000 to 90,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.