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Added 12 mins ago
R
Strategic Operations Manager - Partnerships
Relay
Toronto, ON
- Full-time
We’re looking for a Strategic Operations Manager - Partnerships to join our team supporting the Partner Sales team to empower accounting and bookkeeping professionals to better serve their…
Added 12 mins ago
A
Senior Manager, Data Governance Implementation
Aviso
Toronto, ON
- $115,000 to $135,000 CAD / year
- Full-time
We're looking to fill an opening for a Senior Manager, Data Governance Implementation, to join our Technology Partners team.
Added 12 mins ago
SR
Head of People
Serv Recruitment
Kelowna, BC
- Full-time
Serv, a global executive recruitment partner, is hiring on behalf of our client Martell Group for a Head of People.
Added 12 mins ago
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HSE Manager (FIFO)
Lycopodium
Prince George, BC
- Full-time
Reporting to the Construction Manager with a dotted line to the HSEQ Manager Americas, the HSE Manager will provide specialist advice to ensure the project is delivered professionally and…
Added 12 mins ago
NB
Private Relationship Banker
National Bank of Canada
Rouyn-Noranda, QC
- Full-time
A career as a Private Banking Relationship Manager with the Private Banking 1859 team at National Bank means acting as a credit professional and providing financial planning advice to a…
Added 12 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Bromont, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 12 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Amherst, QC · Saint-Rémi-d’Amherst, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 12 mins ago
TU
Senior Project Manager – App Mod Program
The University of British Columbia
Vancouver, BC
- $11,397 to $17,081.58 CAD / month
- Full-time
The Senior Project Manager manages all aspects of the development and implementation of large, multi-faceted projects and takes projects from original concept through to final…
Added 12 mins ago
HR
Technology Operations Manager
Hughes Recruitment & Strategy Collective
Hague, SK
- Full-time
Hughes Collective is pleased to present an exciting opportunity on behalf of our client.
Added 12 mins ago
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Senior Sales Manager – Americas Touring Shows
Cirque du Soleil Entertainment Group
Montreal, QC
- Full-time
Cirque du Soleil is looking for a Senior Sales Manager to lead commercial growth across our touring show portfolio in the Americas. Reporting to the Director of Marketing, you will lead a…
Added 12 mins ago
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Senior Project Manager (Commercial Interiors)
Clearspace
Toronto, ON
- Full-time
This is a senior, hands-on leadership role. As a Senior Project Manager you are both a project leader and a people leader.
Added 12 mins ago
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Health, Safety, Environment, Quality and Operations Manager
BMT
Ottawa, ON
- $90,000 to $110,000 CAD / year
- Full-time
The HSEQ manager also provides leadership in the provision of facilities, information technology, and security across the organization. They ensure BMT staff have the right tools in the…
Added 12 mins ago
JH
Private Dining Sales & Operations Manager - Fine Dining
JRoss Hospitality Recruiters
Toronto, ON
- Full-time
…is seeking an experienced Private Dining Sales & Operations Manager to lead private events while supporting the day-to-day operation of a high-volume, polished restaurant environment. This…
Added 12 mins ago
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Ottawa, ON · Richmond, ON
- Full-time
Participate in all phases of food preparation, menu planning, and development.
Added 12 mins ago
NB
Manager, Financing Solutions
National Bank of Canada
AB · Edmonton, AB
- Full-time
…continue to expand our presence, we are looking for several Manager, Financing Solutions professionals to support our growing client base and strengthen our market…
Added 14 mins ago
Remediation Project Manager
WSP
Terrace, BC
We're expanding and seeking a Remediation Project Manager. This role involves working with a dedicated team to manage contaminated downstream sites to achieve regulatory closure and support…
Added 14 mins ago
AW
Senior Manager, Data Governance Implementation
Aviso Wealth
Remote, Canada
- $115,000 to $135,000 CAD / year
- Full-time
- Remote
We’re looking to fill an opening for a Senior Manager, Data Governance Implementation, to join our Technology Partners team.
Added 14 mins ago
Manager, Client Growth & Lead Generation - Tangerine
Scotiabank
Toronto, ON
The Manager, Client Growth & Lead Generation is responsible for identifying and developing opportunities to generate high-quality client leads and increased booking for Tangerine advisors.…
Added 14 mins ago
Scotia Jarislowsky Fraser Portfolio Administrator
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Ottawa, ON
…overall book of business by providing effective and efficient client service and in the execution of business development related activities. The role is a dedicated client servicing…
Added 14 mins ago
Manager, Sales Training & Culture
Scotiabank
Toronto, ON
The Manager, Sales Training & Culture, plays a critical role in shaping the capability, engagement, and performance of Scotiabank’s indirect mortgage channel. This role leads the design and…
Added 29 mins ago
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Associate, Financial Planning (Colin Ryan Wealth Management)
Wellington-Altus
Winnipeg, MB
- Full-time
Reporting to the Senior Portfolio Manager & Senior Wealth Advisor at Colin Ryan Wealth Management, the Associate, Financial Planning, supports the delivery of personalized financial…
Added 29 mins ago
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Field Nurse Case Manager (Montreal & Ottawa)
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Ottawa, ON · Montreal, QC
- Full-time
High-growth environment that provides opportunities for learning and growth supported by our Employee Development Program and industry-leading, in-house corporate training offered…
Added 29 mins ago
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Sentrex Health Solutions
Markham, ON · Montreal, QC
- Full-time
Maintenir la confidentialité des renseignements du client et de Sentrex, et en discuter uniquement avec le personnel approprié.
Added 29 mins ago
BC
Commercial Relationship Manager
Beem Credit Union
Prince George, BC
- Full-time
The Commercial Relationship Manager supports Beem’s vision of promoting financial wellness by developing long-term relationships with members, proactively identifying and fulfilling their…
Added 29 mins ago
A
Geotechnical Engineer -Project Manager
AECOM
Burnaby, BC
- $112,000 to $160,000 CAD / year
- Full-time
AECOM is currently seeking a Geotechnical Engineer -Project Manager to lead consulting delivery of engineering services for various infrastructure projects in the Vancouver and other…

Aviso

Bilingual Estates Specialist

Toronto, ON, 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: Nov 5, 2026
Experience: Minimum of 5 years' financial industry experience, preferably in Estates, Registered Plans or Operations
Posting language: English
Posted: Oct 6, 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, and settle client estate accounts, process journals, issue estate tax documents, and respond to estate-related inquiries within service deadlines. Maintain procedures and regulatory knowledge, recommend process improvements, monitor backlogs, and provide timely support to partners and the Estates Contact Centre.

Requirements

Post-secondary education and at least five years of financial industry experience are required; experience in estates, registered plans, or operations is preferred. Candidates should have strong analytical, problem-solving, organizational, and customer service skills, intermediate to advanced Microsoft Office skills, and fluency in written and spoken English and French.

Skills

Estate Settlement
Journal Processing
Tax Document Preparation
Financial Operations
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

Benefits

Competitive Compensation
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
Registered Plans
Financial Operations
MFDA
IIROC
CRA
RQ
HRSDC
Regulatory Compliance
Trustee Regulations
Service Level Agreements
Quality Assurance
Process Improvement
Escalation Resolution
Partner Inquiries
Estates Contact Centre
Microsoft Word
Microsoft Outlook
Microsoft Excel
Dataphile
Laserfiche
OSM
Bilingual Communication

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