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Added 12 mins ago
AW
Customer Service Experience Representative
Aviso Wealth
Remote, Canada
- $52,000 to $60,000 CAD / year
- Full-time
- Remote
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 12 mins ago
AW
Customer Service Experience Representative, Temporary
Aviso Wealth
Remote, Canada
- $52,000 to $60,000 CAD / year
- Temporary
- Remote
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 12 mins ago
AW
Customer Service Experience Representative, Temporary
Aviso Wealth
Remote, Canada
- $52,000 to $60,000 CAD / year
- Temporary
- Remote
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 12 mins ago
AW
Customer Service Experience Representative
Aviso Wealth
Remote, Canada
- $52,000 to $60,000 CAD / year
- Full-time
- Remote
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 12 mins ago
BF
Senior Privacy & Records Analyst
BC Financial Services Authority
Vancouver, BC
- $90,069 to $140,235 CAD / year
- Full-time
Comprehensive health and wellness benefits plan
Added 27 mins ago
Senior Performance Marketing Manager, Paid Social
Gusto, Inc.
Toronto, ON
At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff - payroll, health insurance, 401(k)s, and HR - so owners can focus on their craft and their…
Added 27 mins ago
A
Solution Architect
Aviso
Toronto, ON
- $150,000 to $168,000 CAD / year
- Full-time
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 42 mins ago
ER
Biomedical Equipment Technician
EFW Radiology
Calgary, AB
- Full-time
…practices relating to imaging equipment, radiation safety and protection, including Health Canada Safety Codes and the Alberta Occupational Health and Safety…
Added 42 mins ago
Maintenance Supervisor
Northland Properties
Vancouver, BC
…competent with using hand and power tools and work to a WHMIS Health and Safety Standard. Personal protection equipment MUST be used in compliance with Work Safe…
Added 57 mins ago
FO
Labourer
First Onsite - CA
Bridgewater, NS
- Full-time
…unexpected events. We offer competitive pay, comprehensive health and dental benefits, and RRSP matching because we believe in taking care of our people. You'll have opportunities to learn,…
Added 57 mins ago
A
Customer Service Experience Representative, Temporary
Aviso
Toronto, ON
- $52,000 to $60,000 CAD / year
- Temporary
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 1 hour ago
General Duty Nurse (N2) - Emergency - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 1 hour ago
General Duty Nurse (N2) - Child Health - JL1 Emergency - Repost
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager, Health Services, the Registered Nurse (RN) is responsible for providing professional registered nursing services for patients, including those…
Added 1 hour ago
Senior Manager, Real Estate Operations, Saskatchewan
Bell
Regina, SK
We are seeking for a Senior Manager, Real Estate Operations, to lead the day-to-day operations of a mission‑critical Data Centre, ensuring high availability, reliability, safety, and…
Added 1 hour ago
A
Customer Service Experience Representative, Temporary
Aviso
Vancouver, BC
- $52,000 to $60,000 CAD / year
- Temporary
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 1 hour ago
A
Customer Service Experience Representative
Aviso
Vancouver, BC
- $52,000 to $60,000 CAD / year
- Full-time
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 1 hour ago
A
Customer Service Experience Representative
Aviso
Toronto, ON
- $52,000 to $60,000 CAD / year
- Full-time
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 1 hour ago
HH
Registered Nurse- Brief Assessment Service
Halton Healthcare
Oakville, ON
- Contract
The Mental Health Program works in partnership with the Emergency Department to support patient care and access to services. We are currently seeking nurses that have the passion for the…
Added 1 hour ago
HH
Charge Technologist- Microbiology
Halton Healthcare
Oakville, ON
- Full-time
Working under the general direction of the Lab Manager and collaboratively with the Microbiologists/Infection Control Practitioners to plan, organize and direct the day-to-day technical…
Added 1 hour ago
Seasonal Roads Labourer (remain open until filled)
City of Quinte West
Quinte West, ON
Internal: Manager of Outdoor Operations, Road Supervisor, City staff.
Added 1 hour ago
GC
Recreationist - Lee Manor (Permanent, Part-Time)
Grey County
Owen Sound, ON
- Part-time
Reporting to the Resident and Family Services Manager, the Aide/Assistant will provide recreation therapies to residents according to their assessed needs. The Aide/Assistant will work in…
Added 1 hour ago
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Contents Technician
First Onsite - CA
Regina, SK
- Full-time
…unexpected events. We offer competitive pay, comprehensive health and dental benefits, and RRSP matching because we believe in taking care of our people. You'll have opportunities to learn,…
Added 1 hour ago
SC
Operations Coordinator - Permanent (internal/external)
Sudbury Catholic District School Board
Sudbury, ON
- Full-time
Reporting directly to the Manager of Facility Services and Health and Safety, the Operations Coordinator works collaboratively with the Facilities Team and school administration teams to…
Added 1 hour ago
C
Project Manager | Commercial Interiors
Clearspace
Toronto, ON
- Full-time
This is a hands-on project delivery role. As a Project Manager, you are accountable for leading commercial interior projects from start to finish - delivering an exceptional client…
Added 1 hour ago
MI
IT Co-op Student
Magna International
Brampton, ON
- Full-time
Perform all job functions in a safe and healthful manner, abiding by all health, safety and environmental rules and regulations, promoting safety in the workplace

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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