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Added 3 mins ago
SS
Public Relations Lead
Solid State Community Industries
Surrey, BC
- Full-time
Solid State is a non-profit economic development organization that builds worker co-ops with racialized communities in Surrey. We adhere to the principles of solidarity economics and…
Added 3 mins ago
BC
Registered Nurse - CCU
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 3 mins ago
BC
Infection Control Professional (ICP)
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
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BC
Registered Practical Nurse - Cardiology/Telemetry
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Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
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BC
Social Worker - The Willett
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Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
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Registered Nurse - Medical B7
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Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
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BC
Physiotherapist
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
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BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
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BC
Registered Practical Nurse - Emergency Department
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Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
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BC
Registered Practical Nurse - Cardiology/Telemetry
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Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 3 mins ago
BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 3 mins ago
BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 3 mins ago
BC
Registered Nurse - C7 Palliative & Medically Complex Care
Brant Community Healthcare System
Brantford, ON
- Full-time
The RN demonstrates professional development and clinical competency, utilizes the nursing process to assess plan, implement and evaluate patient care, addresses health educational needs…
Added 3 mins ago
BC
Registered Practical Nurse - Critical Care
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Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 19 mins ago
ML
Hospitality Manager - Client Centre
MAPLE LEAF LOUNGE
Toronto, ON
- Full-time
The Hospitality Manager - Client Centre is an onsite leadership role responsible for overseeing hospitality operations across the Conference Centre, workplace catering, and Executive…
Added 19 mins ago
AG
Assistant Manager - Processing
Artemis Gold - Blackwater Project
BC
- Other
Reporting to the Manager -Processing, the Assistant Manager – Processing supports the overall operation, performance, and supervision of the processing plat to ensure safe, efficient, and…
Added 33 mins ago
W
Manager - Environmental Health and Safety
Wesco
Mississauga, ON
- $98,653 to $139,000 USD / year
- Full-time
As a Manager - Environmental Health and Safety you will design, develop, implement and oversee the organization's environmental, health and safety programs and procedures to safeguard…
Added 33 mins ago
CC
Location Manager
Cintas Canada
Toronto, ON · North York, ON
- Full-time
Cintas is seeking a Location Manager. The Location Manager assists with managing the location's overall operational business while completing a defined curriculum of activities that will…
Added 33 mins ago
HC
Fundraising Lead Volunteer
Hami Canada
NB · Chiasson Office, NB
- Internship
Working closely with the Volunteer Manager to build and manage a small team of Fundraising coordinators to support the execution of fundraising initiatives.
Added 33 mins ago
SS
MANAGER OF EXTERNAL BUSINESS SERVICES
School Services of California Inc.
NB · Chiasson Office, NB
- Internship
TITLE: Manager of External Business Services (Confidential, Classified Management Position)
Added 33 mins ago
MP
Project Manager - Low/Mid-rise Residential - Ottawa
Michael Page
Ottawa, ON
- $120,000 to $140,000 CAD / year
- Full-time
The Project Manager is responsible for planning, executing and finalizing projects within budget while adhering to deadlines. This includes acquiring resources and coordinating the efforts…
Added 33 mins ago
AC
Manager, Indirect Tax
ACCA Careers
Toronto, ON
- Full-time
Make an impact with our Indirect Tax team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted…
Added 33 mins ago
AC
Senior Manager, Indirect Tax
ACCA Careers
Toronto, ON
- Full-time
Make an impact with our Indirect Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a…
Added 33 mins ago
AC
Senior Manager, U.S. Corporate Tax
ACCA Careers
Toronto, ON
- Full-time
Make an impact with our U.S. Corporate Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework.…
Added 33 mins ago
M
Manager, National Tax Services
MNP
Markham, ON
- Full-time
Make an impact with our National Tax Services Group as a Manager. This diverse team of professionals provides best-in-class industry and technical expertise to internally drive the success…

Aviso

Bilingual Estates Specialist

Toronto, ON, Canada

$60,000 to $70,000 CAD / year · Full-time

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Job details

Pay: $60,000 to $70,000 CAD / year
Job type: Full-time
Apply by: Mar 31, 2027
Experience: Minimum of 5 years' financial industry experience, preferably in Estates, Registered Plans or Operations
Posting language: English
Posted: Oct 2, 2026

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

Requirements

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

Benefits

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.

Apply About employer

More about this job

Responsibilities

Review, prepare, settle, and process tax filings for client estate accounts, including journal transactions and estate tax documents, while meeting service-level deadlines. Respond to estate inquiries, resolve escalations, maintain procedures and checklists, monitor backlogs, and recommend process improvements while staying current with regulatory changes.

Requirements

Requires post-secondary education and at least five years of financial industry experience, preferably in estates, registered plans, or operations. Candidates should have knowledge of relevant industry and tax regulations, strong analytical, organizational, and customer-service skills, intermediate-to-advanced Microsoft Office skills, and fluency in written and spoken English and French.

Skills

Estate Account Settlement
Journal Processing
Tax Document Preparation
Regulatory Compliance
Problem Solving
Analytical Skills
Quality Assurance
Customer Service
Time Management
Organization
Written And Spoken English
Written And Spoken French
Microsoft Word
Microsoft Outlook
Microsoft Excel
Dataphile

Benefits

Competitive Compensation
Health Benefits
Dental Benefits
Insurance Benefits
Vacation Time
Fitness Benefit
Parental Leave Top-Up
Learning And Development
Education Assistance
Social Events

Visa sponsorship

Not detected in the job text

Keywords

Estate Accounts
Estate Settlements
Journal Processing
Tax Documents
Tax Filing
Registered Plans
Financial Operations
MFDA
IIROC
IIAC
CRA
RQ
HRSDC
Regulatory Compliance
Service-Level Agreements
Escalation Resolution
Process Improvement
Quality Assurance
Customer Service
Dataphile
Laserfiche
Microsoft Word
Microsoft Outlook
Microsoft Excel
English
French

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