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Added 21 mins ago
NB
Senior Manager Onboarding
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Manager, Onboarding in the National Bank Trust team at National Bank means acting as a strategic integration lead for complex client and portfolio manager lifecycle…
Added 21 mins ago
NB
Associate
National Bank of Canada
Sept-Îles, QC
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 21 mins ago
CW
Volunteer Coordinator
Commonwealth War Graves Commission
Ottawa, ON
- $68,355 to $72,982 CAD / year
- Temporary
…spans generations and continents. You will manage day‑to‑day operations of the program, maintain volunteer records, support training and communications, and help ensure a positive…
Added 21 mins ago
CR
Shift Manager
Central Restaurants
Vancouver, BC
- $18 CAD / hour
- Full-time
…local, like us. Good times are what we love to deliver, bringing people together through good food, good drinks, and good…
Added 21 mins ago
BR
General Manager - Niagara On The Lake
Banana Republic
Niagara-on-the-Lake, ON
- Full-time
As the General Manager, you are responsible for leading your team to deliver a profitable store business plan. You ensure your store achieves all key metrics and is meeting or exceeding…
Added 21 mins ago
CR
Restaurant Manager
Central Restaurants
Vancouver, BC
- $50,000 to $57,500 CAD / year
- Full-time
…local, like us. Good times are what we love to deliver, bringing people together through good food, good drinks, and good…
Added 51 mins ago
NB
Wealth Associate
National Bank of Canada
Calgary, AB
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 51 mins ago
YR
Program and Process Analyst, Talent Acquisition
York Region (The Regional Municipality of York)
Newmarket, ON
- Contract
Reporting to the Manager, Talent Acquisition, this position provides reporting, analytical and systems support to Talent Acquisition. The position develops reports, dashboards, and analyses…
Added 2 hours ago
CR
restaurant manager
Chuck's Roadhouse Bar & Grill
Courtice, ON
- Full-time
Participates in a government or community program or initiative that supports Indigenous people
Added 2 hours ago
AT
Project Coordinator
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Surrey, BC
- Full-time
…Integria is looking for a Project Coordinator to join our MxU NGM Operations team and help keep telecommunications infrastructure projects moving…
Added 2 hours ago
MS
manager, security
Matric Security
Cambridge, ON
- Full-time
Evaluate the operations of a department providing administrative services
Added 2 hours ago
E
assistant manager - retail
Esso
Puslinch, ON
- Full-time
Added 3 hours ago
CH
Sanctuary Program Manager /
Covenant House Vancouver - Vancouver, BC
Vancouver, BC · Covenant House Vancouver - Seymour
- Full-time
…of experiencing, homelessness. We provide support to young people age 16 to 24 who have experienced a wide range of early life and ongoing, complex trauma; including physical, sexual and…
Added 3 hours ago
CP
restaurant manager
Cosmic Pizza & Donair
AB · Edmonton, AB
- Full-time
Participates in a government or community program or initiative that supports Indigenous people
Added 3 hours ago
HM
Family Practitioner/General Practitioner
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Osoyoos, BC
- Full-time
Located in the charming lakeside desert community of Osoyoos. This lovely rural town of 5,000 people is currently served by 7 Family Physicians working in 2 clinics.
Added 3 hours ago
KS
restaurant manager
Kesar Sweets & Restaurant
Brampton, ON
- Full-time
Participates in a government or community program or initiative that supports Indigenous people
Added 3 hours ago
IT Infrastructure Manager
Affinity Credit Union
Estevan, SK · Regina, SK · Saskatoon, SK
We’re looking for an IT Infrastructure Manager to oversee Affinity’s enterprise systems. In this role, you will lead core infrastructure operations, drive strategic improvements, support…
Added 3 hours ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
North Vancouver, BC
- Full-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…
Added 4 hours ago
VH
Senior Product Manager
Vireo Health
Remote, Canada
- Full-time
- Remote
Eaze, part of Vireo, brings together e-commerce, retail, and delivery technology to serve customers and power operations across a growing network of dispensaries. Our product team builds…
Added 4 hours ago
LH
Job Title Coordinator
Lookout Housing + Health Society
New Westminster, BC
- Full-time
The Coordinator assists in overseeing the daily operations of Lookout residential, shelter, and outreach programs. Under the direction of the Program Manager, this position provides…
Added 4 hours ago
LH
Job Title Shelter Resource Worker
Lookout Housing + Health Society
Surrey, BC
- Internship
…who have few, if any, housing or support options. Because the people we serve have challenges meeting basic needs and goals, we place minimal barriers between them and our services. For…
Added 4 hours ago
AU
Account Manager
Allied Universal
AB · Edmonton, AB
- $24 CAD / hour
- Full-time
Allied Universal is seeking an experienced Account Manager - Full-Time in Acheson, AB As an Account Manager at Allied Universal®, the Account Manager job is accountable for day-to-day…
Added 4 hours ago
H
Manager Financial Planning Capital
HealthCareersInSask.ca
SK · SK, Canada
- Full-time
Job Description: The Manager, Capital Accounting, is a key leader in Saskatchewan health care, partnering with system leaders to achieve our province’s healthcare goals. Reporting to the…
Added 4 hours ago
Facility Patient Care Manager
Winnipeg Regional Health Authority
Winnipeg, MB
The Facility Patient Care Manager is responsible for safe and effective clinical health services delivery and facility operations for a site/local geographical area when the health services…
Added 4 hours ago
IA
CSH Supply Chain Supervisor
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Halifax, NS
- Full-time
Monitor vendor quality, delivery and cost KPIs; analyze order books and produce performance reports and scorecards with the Canadian Search & Rescue Performance Manager.

Aviso

Bilingual Estates Specialist

Toronto, ON, Canada

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

Apply About employer

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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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