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Nurse B - Registered Nurse
HealthCareersInSask.ca
Swift Current, SK
- Full-time
Job Description: This position is responsible to assist the Health Services/ Mental Health Care Manager with the delivery of services that are consistent with policies, standards, legal…
Added 1 min ago
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Nurse Practitioner
HealthCareersInSask.ca
Fort Qu'appelle, SK
- Full-time
…health care team. Under the direction of the Primary Health Care Manager, the Nurse Practitioner will provide primary health services to the community of the Saskatchewan Health Authority.…
Added 1 min ago
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Student, Digital Analytics (Summer 2027-Summer 2028)
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
…Target, and Tealium administration. The role reports to the Manager, Digital…
Added 1 min ago
MU
Dental Hygienist
McGill University
Montreal, QC
- Full-time
…adherence to radiation safety and infection control standards. Support daily clinical operations through equipment maintenance, digital image management, quality assurance activities, and…
Added 1 min ago
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Sr NetIQ Engineer (NetIQ OpenText)
CIBC
Toronto, ON · ON
- Full-time
The NetIQ Open Text Identity Manager Senior Engineer (NetIQ OpenText) is responsible for providing advanced technical expertise to support and resolve application and infrastructure issues…
Added 1 min ago
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Mortgage Specialist
BMO
Pointe-Claire, QC · Vaudreuil-Dorion, QC
- Full-time
…reality. You will be provided with industry-leading training and support and will be able to build your existing referral network with our competitive referral programs to achieve your full…
Added 1 min ago
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Mortgage Specialist
BMO
Richmond Hill, ON
- Full-time
…reality. You will be provided with industry-leading training and support and will be able to build your existing referral network with our competitive referral programs to achieve your full…
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CLIENT SUPPORT COORDINATOR
BDC
Kingston, ON
- Full-time
Provide excellent support service to the business development team and business center manager.
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Unit Assistant
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager, Health Services, RN, RPN, and/or LPN, the Unit Assistant acts as a member of the health care team, assisting with patient care and providing…
Added 1 min ago
Music Therapist
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general direction of the Manager Health Services, the Music Therapist is responsible for providing a music therapy program as a therapeutic tool for patients, to restore, maintain…
Added 1 min ago
Health Care Aide - Home Care Program - St. Vital Team
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager or designate, the Health Care Aide (HCA) assists clients/patients/ residents with activities of daily living, providing direct…
Added 1 min ago
Nurse 2 - 3rd Floor Special Care Unit
Winnipeg Regional Health Authority
Winnipeg, MB
Directly accountable to the Manager, Health Services, the Registered Nurse provides registered nursing services for patient/residents, including those with complex and unpredictable health…
Added 1 min ago
Social Worker (BSW)
Winnipeg Regional Health Authority
Winnipeg, MB
Under the direction of the Manager, the incumbent is responsible for:
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Diagnostic Imaging Clerk
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Diagnostic Imaging (DI) Manager of Operations, and while demonstrating a commitment to the Mission, Values and Management Philosophy of St. Boniface…
Added 1 min ago
Secretary 3
Winnipeg Regional Health Authority
Winnipeg, MB
Under the direction of the Director of Central Support Services (CSS) and the CSS Management Team the incumbent is responsible for providing clerical support to the CSS Manager(s) including…
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Senior Product Delivery Manager
Manulife
Toronto, ON
- Full-time
Join Manulife's Global Wealth and Asset Management (GWAM) Technology team as a Product Delivery Manager supporting Investment Law & Compliance platforms. This role offers a unique…
Added 16 mins ago
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Airport Technician 3 (Heavy Duty Mechanic)
Vantage Group
Kamloops, BC
- $45.3 CAD / hour
- Full-time
Kamloops Airport has openings for Airport Technician 3 (APT3). Reporting to the Manager of Facilities and Emergency Services, the successful candidates will join the airport maintenance and…
Added 16 mins ago
EH
Management Trainee
Enterprise Holdings
Calgary, AB
- Full-time
Candidates must be legally authorized to work in Canada. Enterprise will not sponsor or support a candidate’s work permit or other temporary or permanent residence application. Enterprise…
Added 16 mins ago
EH
Management Trainee
Enterprise Holdings
Red Deer, AB
- Full-time
Candidates must be legally authorized to work in Canada. Enterprise will not sponsor or support a candidate’s work permit or other temporary or permanent residence application. Enterprise…
Added 16 mins ago
GA
Application Developer
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- Other
The IT Application Developer’s, primary focus is to support and help develop distribution related Reporting, perform change management tasks to promote program changes into multiple…
Added 16 mins ago
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Operator - Student
SECURE
Lloydminster, SK
- Other
Motivated to perform at a high level and support the team.
Added 30 mins ago
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Senior Performance Media Associate, Investment
Critical Mass
Toronto, ON
- Full-time
Critical Mass is hiring a Senior Performance Media Associate Investment to join our growing team. You will support the day-to-day execution of programmatic media campaigns and is an…
Added 30 mins ago
R&
Financial Analyst
Robertson & Company Ltd.
Markham, ON
- Full-time
…action-oriented variance reporting and overall leading-edge financial…
Added 30 mins ago
SS
BUSINESS SERVICES MANAGER, TEMPORARY FULL-TIME (1.0 FTE)
Southridge School
Surrey, BC
- Full-time
We are currently inviting applications for a temporary full-time Business Services Manager. This position will commence as soon as possible and is a one-year temporary assignment with the…
Added 31 mins ago
Health Records Clerk
Sinai Health
Toronto, ON
Sinai Health is looking for a Health Records Clerk to support our Health Records department at Mount Sinai Hospital. The Health Records Clerk performs a clerical function in the health…

Aviso

Bilingual Estates Specialist

Vancouver, BC, Canada

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

Apply About employer

Applications open in a new tab.

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 tax document issuance. Meet service-level deadlines, resolve partner inquiries and escalations, maintain procedures and checklists, and recommend improvements to estate settlement processes.

Requirements

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

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

Health Benefits
Dental Benefits
Insurance Benefits
Vacation Time
Fitness Benefit
Parental Leave Top-Up
Learning And Development
Education Assistance Program
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
CRA
RQ
HRSDC
Trustee Regulations
Regulatory Compliance
Service-Level Agreements
Escalation Resolution
Process Improvement
Quality Assurance
Microsoft Word
Microsoft Outlook
Microsoft Excel
Dataphile
Laserfiche
OSM
Bilingual Communication
Partner Inquiries

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