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Added 12 mins ago
WS
Indigenous Cultural Safety, Diversity, Equity and Inclusion Advisor
Workers' Safety & Compensation Commission of the NWT & Nunavut
BC · British Columbia, Canada
- $106,158 to $126,809 CAD / year
- Full-time
Reporting to the Manager, Program Development and Stakeholder Engagement, and working closely with the HR Manager, you will lead initiatives that make WSCC, its services and Northern…
Added 12 mins ago
WS
Indigenous Cultural Safety, Diversity, Equity and Inclusion Advisor
Workers' Safety & Compensation Commission of the NWT & Nunavut
ON · Ontario, Canada
- $106,158 to $126,809 CAD / year
- Full-time
Reporting to the Manager, Program Development and Stakeholder Engagement, and working closely with the HR Manager, you will lead initiatives that make WSCC, its services and Northern…
Added 12 mins ago
LH
Job Title Janitor/ Maintenance
Lookout Housing + Health Society
Surrey, BC
- Full-time
Days of rest shall be consecutive. Schedule may change with two weeks’ notice
Added 13 mins ago
S
Senior Electrification Manager - Construction
SYSTRA
Toronto, ON
- Full-time
The Senior Programme Manager – Electrification is responsible for the overall leadership, planning and successful delivery of complex railway electrification programmes, including Overhead…
Added 27 mins ago
RV
Component Engineering Specialist
Ross Video
Ottawa, ON · Nepean, ON
- Full-time
Who you report to: Manager, Component Engineering and Change Management
Added 27 mins ago
B&
Service Coordination Supervisor
Black & McDonald Limited
Winnipeg, MB
- Full-time
Reporting to the Contract Manager, the Service Coordination Supervisor position within the Service Division is primarily responsible to oversee and perform work scheduling, work order and…
Added 27 mins ago
M
Marsh Human Resources Manager
Marsh
Toronto, ON
- Full-time
As a Marsh Human Resources Manager, you will coach, support and advise People Managers, aiming to develop and enhance the quality of people management throughout the colleague lifecycle.…
Added 27 mins ago
CO
Project & Business Analyst (Full-Time)
City of Thunder Bay
Thunder Bay, ON
- Full-time
As a Project & Business Analyst, you’ll guide project change management activities that advance the Corporate Digital Strategy. In this role, you will:
Added 27 mins ago
Energy Specialist
MCW Group of Companies
Toronto, ON
Working with the Project Engineer, Program Manager and Construction Manager in support of project implementation
Added 42 mins ago
D
Section manager
Desjardins
Levis, QC
- Full-time
Establish management and communication practices that support change management, talent attraction and retention, skills development, employee engagement, and diversity in keeping with…
Added 57 mins ago
CO
Temporary Technical Lead (Housing Accelerator Fund) Up to 18 Months
City of Saint John
Saint John, NB
- Temporary
Under the general supervision of the HAF Project Manager, you will be part of a high-caliber cross functional team leading the E-Permitting Initiative under the City of Saint John Housing…
Added 57 mins ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
Respond to employee and manager inquiries regarding pay, benefits, and employment-related documentation.
Added 57 mins ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
…passion of our people around the world and their desire to lead change. At the same time, we are not afraid to expect a lot and strive for leadership in all of our key markets. We are a…
Added 57 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 57 mins ago
IF
Team Lead or Manager, Surety
Intact FC
Vancouver, BC
- Full-time
…living our Values, striving to do your best work, being open to change and investing in your career. In return, we promise to provide support, opportunities and performance-led financial…
Added 1 hour ago
AC
Food Service Worker
Aramark Canada
Wilmot, ON
- Full-time
The Food Service Worker will assist the manager with food/meal preparation; maintain cash receipts and meal records. Assist manager in completing daily reports. Maintain high standards of…
Added 1 hour ago
L
Manager, Financial Planning & Analysis | Contract until March 2028
lululemon
Vancouver, BC
- Full-time
…community we're in. As a company, we focus on creating positive change to build a healthier, thriving future. In particular, that includes creating an equitable, inclusive and…
Added 1 hour ago
FB
Project Manager - Utility Construction
Forbes Bros. Group of Companies
Calgary, AB
- Full-time
The Project Manager leads utility infrastructure projects, including distribution rebuilds, substation construction, and transmission upgrades. You will guide delivery from early contractor…
Added 1 hour ago
D
AI Deployment Strategist
Didero
Toronto, ON
- Full-time
We're looking for someone with the instincts of a strong project manager: someone who can walk into a customer's messy process, dig into the details, map it out precisely, and run a tight,…
Added 1 hour ago
ST
Tour Manager
Story Theatre Company
Victoria, BC
- Contract
…storytelling to encourage children to see themselves as leaders of…
Added 1 hour ago
RP
Value Creation Lead
Rundle Partners
Toronto, ON
- Full-time
This is a hands-on builder role. You will act as a Product Manager, with the Professional Experience as the product. You will diagnose the pain points, design the solution, and ship it…
Added 1 hour ago
D
Senior AI Deployment Strategist
Didero
Toronto, ON
- Full-time
We're looking for someone with the instincts of a strong project manager: someone who can walk into a customer's messy process, dig into the details, map it out precisely, and run a tight,…
Added 1 hour ago
TU
HR & Finance Assistant
The University of British Columbia
Vancouver, BC
- $5,027 to $5,413 CAD / month
- Full-time
Reports to the HR Manager and works closely with the Administrative Director, HR Assistant Manager and the Finance Manager.
Added 1 hour ago
BH
Manager, Speciality Pharma Nurse
Bayshore HealthCare
ON · Ontario, Canada
- Contract
The Specialty Pharma Nursing Manager BSRx hereinafter referred to as the “SPNM”, reporting directly to the Regional Operations Manager Specialty Nursing under the direction of the Senior…
Added 1 hour ago
K
Seasonal Sales Associate (Toronto Premium Outlets)
Knix
Milton, ON
- $19.7 CAD / hour
- Temporary
You’re energized by a fast-paced and sales-driven environment, adapt quickly to change, and consistently strive to meet and exceed sales goals.

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: May 4, 2027
Experience: Minimum of 5 years' financial industry experience, preferably in Estates, Registered Plans or Operations
Posting language: English
Posted: Oct 11, 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 and documents for client estate accounts, while handling related inquiries and meeting service deadlines. Maintain current procedures and regulatory knowledge, identify process improvements and backlogs, and provide timely support to partners and the Estates Contact Centre.

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 Settlement
Financial Operations
Registered Plans
Tax Document Processing
Regulatory Compliance
Problem Solving
Analytical Skills
Quality Assurance
Customer Service
Time Management
Organization
Microsoft Word
Microsoft Outlook
Microsoft Excel
Dataphile
English And French Fluency

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 Settlement
Financial Operations
Registered Plans
Tax Filing
Tax Documents
MFDA
IIROC
IIAC
CRA
RQ
HRSDC
Regulatory Compliance
Trustee Regulations
Service Level Agreements
Journal Processing
Dataphile
Laserfiche
OSM
Microsoft Word
Microsoft Outlook
Microsoft Excel
Quality Assurance
Process Improvement
Partner Inquiries
Bilingual Communication

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