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Aviso Wealth

Bilingual Estates Specialist

Remote, Canada

Pay: $55,000 to $70,000 CAD / year
Job type: Full-time
Workplace: Remote
Experience: Minimum of 5 years’ financial industry experience, preferably in Estates, Registered Plans or Operations
Posting language: English
Posted: Oct 2, 2026

Apply About employer

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Original job description

Aviso Wealth:

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 Bilingual Estates Specialist to join our Operations team.

Reporting to the Supervisor Operations, Estates, the Bilingual Estates Specialist is responsible for the review, preparation, settlement, and taxation filing of client estate accounts. This role is responsible for delivering on our Service Level Agreements and work with partners to resolve escalations in an urgent and efficient manner.

As oneaviso:

We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported

We Dare –You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working

We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed

We Deliver – You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

What your day looks like:

Performs estates settlements, journal processing, issuance of tax documents for estates accounts, address estate related inquiries/issues per internal deadlines
Ensures all information and request channels are current and up to date (e.g. requests for OSM, Laserfiche, mailbox)

Proactively offers assistance and maintains a positive attitude as a member of the team and works closely with other Operational teams

Reviews current processes of MFDA and IIROC estate settlements and pro-actively make recommendations for improvement

Ensures training checklist is up to date and current

Provide regular status and immediately highlights if there are any items in backlog so resources can be allocated
Reviews and ensures the following are current: MFDA and IIROC checklists, departmental procedures and manuals per trustee or regulatory changes

Actively participates in IIAC Committee meetings and remains current on CRA, RQ, HRSDC and trustee regulations through the review of legislation, press releases, and industry information bulletins

Provide support to the Estates Contact Centre by proactively responding to partner inquiries by delivering on fast, friendly and efficient service

Resolve problems at first point of contact where possible

Your experience and skills:

Post-secondary education
Minimum of 5 years’ financial industry experience, preferably in Estates, Registered Plans or Operations
Industry knowledge of MFDA, IIROC, CRA and RQ rules and regulations preferred
Pro-active in problem solving with strong analytical skills, presenting recommendations for review and implementation
Extremely detail oriented and accurate with a focus on quality assurance
Ability to work independently and in a team environment
Outstanding customer service focus
Excellent time management and organizational skills with the ability to work well under pressure and meet time deadlines
Intermediate to advanced computer skills in Word, Outlook, Excel
Experience with Dataphile is an asset
Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada
Ability to work EST/PST standard hours

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 $55,000 - $70,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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More about this job

Responsibilities

The Bilingual Estates Specialist is responsible for the review, preparation, settlement, and taxation filing of client estate accounts. This role also involves resolving escalations and providing support to the Estates Contact Centre to ensure service level agreements are met.

Requirements

Candidates must have post-secondary education and a minimum of 5 years of financial industry experience, specifically in estates or operations. Fluency in both English and French is required, along with strong knowledge of MFDA and IIROC regulatory standards.

Skills

Estate settlement
Financial industry operations
MFDA regulations
IIROC regulations
CRA tax filing
Problem solving
Analytical skills
Quality assurance
Customer service
Time management
Organizational skills
Microsoft Word
Microsoft Outlook
Microsoft Excel
Dataphile
Bilingualism

Benefits

Health insurance
Dental insurance
Insurance benefits
Generous vacation time
Fitness benefit
Parental leave top-up
Retirement program matching
Learning and development
Education assistance program

Visa sponsorship

Not detected in the job text

Keywords

Estates Specialist
Wealth Management
Operations
MFDA
IIROC
CRA
RQ
Taxation
Estate Settlement
Dataphile
Financial Services
Compliance
Regulatory Reporting
Client Service
Bilingual
Registered Plans
Quality Assurance
Legislation
Trustee Regulations
Backlog Management

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