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Added 1 min ago
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Spécialiste, Interopérabilité 3D Et Transformation Numérique Manufacturière
Actalent
Longueuil, QC
- $40 to $46 CAD / hour
- Contract
We are seeking a 3D digital technology professional to support the implementation of model-based processes across product definition, manufacturing, and inspection activities.
Added 1 min ago
AC
HR Specialist
AVI-SPL Canada
Montreal, QC
- Full-time
AVI-SPL is a digital enablement solutions provider who transforms how people and technology connect to elevate experiences, create new value, and enable organizations to thrive and grow. We…
Added 16 mins ago
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Menu Planning Specialist
Factor_
Toronto, ON
- Full-time
Menu Architecture: Support our Product Managers in managing menu architecture, balancing protein mix and slot allocation against customer preferences and weekly metric targets.
Added 16 mins ago
WH
Accounts Payable Specialist
WELL Health Technologies Corp. (TSX: WELL)
Vancouver, BC
- Full-time
WELL Health Technologies is an innovative technology-enabled healthcare company whose overarching objective is to positively impact health outcomes by leveraging technology to empower and…
Added 31 mins ago
AT
Customer Success & Implementation Specialist
Armour Transportation Systems
Moncton, NB
- Full-time
…customer onboarding? As a Customer Success & Implementation Specialist, you will play a key role in leading new customer implementations from sales handoff through launch and transition to…
Added 31 mins ago
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Client Services Specialist
Solidifi
Canada
- Full-time
…residential lending industry. Our platform combines proprietary technology and network management capabilities with tens of thousands of independent qualified field professionals to create…
Added 31 mins ago
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Client Engagement Associate, 15h/week - Brossard
CIBC
Brossard, QC
- Part-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 46 mins ago
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Client Services Specialist
Solidifi
Markham, ON
- $45,000 to $50,000 CAD / year
- Full-time
…residential lending industry. Our platform combines proprietary technology and network management capabilities with tens of thousands of independent qualified field professionals to create…
Added 1 hour ago
KT
Account Executive – B2B Technology Solutions
KSPACE TECHNOLOGIES HQ
Remote, Canada
- $45,000 to $55,000 CAD / year
- Full-time
- Remote
Kspace Technologies is a technology solutions and digital transformation company helping businesses build, modernize, integrate, and manage the systems that support their operations and…
Added 1 hour ago
CN
Business Intelligence Specialist (Contract - 6 months)
Conexus Nuclear Inc. (Conexus)
Toronto, ON
- $46 to $56 CAD / hour
- Contract
The Microsoft Access & Power BI Specialist will be responsible for designing, developing, enhancing, and maintaining complex Microsoft Access databases, including integrating and migrating…
Added 1 hour ago
CI
Commis d'entrepôt - Warehouse Clerk
Christie Innomed
Saint-Eustache, QC
- Full-time
Dare to reach your full potential at Christie Innomed! As a Canadian leader in healthcare technology, you’ll have the opportunity to put your skills and creativity to work.
Added 1 hour ago
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Product Expert
Cabico&co
Coaticook, QC
- Full-time
As a Product Specialist, you will play a key role in the development, improvement and commercialization of our product portfolio while working closely with Product Development, Purchasing,…
Added 1 hour ago
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Product Expert
Cabico&co
Magog, QC
- Full-time
As a Product Specialist, you will play a key role in the development, improvement and commercialization of our product portfolio while working closely with Product Development, Purchasing,…
Added 1 hour ago
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Product Expert
Cabico&co
Sherbrooke, QC
- Full-time
As a Product Specialist, you will play a key role in the development, improvement and commercialization of our product portfolio while working closely with Product Development, Purchasing,…
Added 1 hour ago
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Senior Compensation Partner, Sales & Marketing
Autodesk
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…Autodesk's job architecture, pay mix, and reward philosophy, and support sales plan governance in partnership with specialist…
Added 1 hour ago
UO
Research Assistant - Werklund School of Education
University of Calgary
Calgary, AB
- Part-time
The research team studies how young children learn from digital media and technology, including the attention and reasoning processes involved, and designs media features that support early…
Added 1 hour ago
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Energy Market Modelling and Analytics Specialist
ENMAX
Calgary, AB · ENMAX Place, Calgary, AB
- Full-time
As the Specialist, you’ll work closely with teams across trading, commercial, risk, finance, engineering, data science, and technology to understand business needs and build practical…
Added 2 hours ago
BC
Field Specialist – PTUS
Bantrel Co.
Toronto, ON
- Full-time
We are currently seeking a qualified Field Specialist – PTUS to join our Infrastructure team based in Toronto, ON. The Field Specialist will be part of the Delivery Partner integrated…
Added 2 hours ago
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Product Manager MDS, Hypodermics and Anesthesia
BD
Mississauga, ON · CAN Mississauga - Derry Road West
- $85,000 to $135,000 CAD / year
- Full-time
Provide data, information and support to the MDS sales teams, enabling competitive advantages to be realized on a regional basis
Added 2 hours ago
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AltaGas - Specialist, Platform Engineering
AltaGas Ltd.
Calgary, AB · AB - Calgary
- Full-time
At AltaGas, we're building the digital, data, and AI capabilities that will support how our organization works today and evolves for the future. You'll have the opportunity to work at the…
Added 2 hours ago
TC
Learning and Development Content Specialist
The Canadian Real Estate Association | L'Association canadienne de l'immobilier
Canada
- Contract
The Learning and Development (L&D) Content Specialist transforms complex information into clear, engaging educational resources that support the professional development of REALTORS®,…
Added 2 hours ago
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Financial Services Representative - Blundell Centre
Vancity
Richmond, BC
- Part-time
…to work the opening hours for this branch. You can find this information here: Find a Vancity branch or ATM -…
Added 2 hours ago
KG
IT Microsoft Systems Specialist
KGS Group
Winnipeg, MB
- Full-time
We are seeking a Microsoft Systems Specialist to manage and support our Microsoft 365 environment and on-premises Active Directory infrastructure. This role is responsible for the…
Added 2 hours ago
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Senior Business Intelligence Analyst
TD
Montreal, QC
- Full-time
…Group and TDI with high quality, innovative, and insightful information to help build value for our customers and shareholders. Marketing, Digital, Social and Content is a North America…
Added 2 hours ago
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Client Engagement Associate
CIBC
Winkler, MB
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

Closed listing

Aviso

Bilingual Estates Specialist

Vancouver, BC, Canada

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

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Pay: $60,000 to $70,000 CAD / year
Job type: Full-time
Closing date: 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

Similar jobs hiring now

Added 1 day ago
Bilingual Estates Specialist
Aviso · Vancouver, BC, Canada
$60,000 to $70,000 CAD / year
Added 1 month ago
Bilingual Estates Specialist
Aviso Wealth · Remote, Canada
$55,000 to $70,000 CAD / year
Added 1 month ago
Bilingual Estates Specialist
Aviso Wealth · Remote, Canada
$55,000 to $70,000 CAD / year
Added 1 month ago
Estate Planning Specialist, Wealth Management
Wealthsimple Technologies · Remote, Canada
$153,600 to $192,000 CAD / year

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Original job description

Archived listing. The details below describe a past opening.

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.

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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Work requirements

Jobs in Canada