Process Documentation Specialist, Temporary

• 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

• 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

• 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

• 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

Aviso Wealth