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Added 2 mins ago
UL
Manager, Professional Resources & Legal Support
Urban Legal Recruitment Inc.
Calgary, AB · Greater Calgary Metropolitan Area
- Contract
Our valued client is seeking a Manager, Professional Resources & Legal Support to join their Calgary office on a 15-month contract.
Added 2 mins ago
CM
Manager - Centre for Community Workforce Development (Terrace)
Coast Mountain College
Terrace, BC
- Full-time
Coast Mountain College (CMTN) invites applications for a full-time Manager – Centre for Community Workforce Development (CCWD). Salary will be in accordance with the Management Salary Grid,…
Added 2 mins ago
MG
Financial Controller
M Group of Companies
Barrie, ON
- Full-time
Partner with the Accounting Manager to establish reporting timelines, quality standards and team accountability.
Added 2 mins ago
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Manager, Global Benefits
Geotab
Toronto, ON
- Full-time
…objectives, integrating AI and data-driven tools to modernize program delivery, and supporting organizational growth through M&A activity. The Global Benefits Manager leads a team of…
Added 2 mins ago
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Manager, Global Benefits
Geotab
Waterloo, ON
- Full-time
…objectives, integrating AI and data-driven tools to modernize program delivery, and supporting organizational growth through M&A activity. The Global Benefits Manager leads a team of…
Added 2 mins ago
G
Manager, Global Benefits
Geotab
Oakville, ON
- Full-time
…objectives, integrating AI and data-driven tools to modernize program delivery, and supporting organizational growth through M&A activity. The Global Benefits Manager leads a team of…
Added 2 mins ago
B
Accounts Receivable Technician
BPA
Laval, QC
- Full-time
An approachable manager who listens and whose door is always open.
Added 2 mins ago
MS
Retail Sales Manager - Sales/Custom Framing
Michaels Stores
Halifax, NS
- Full-time
Leads the delivery of high-quality custom framing solutions to our customers on time by planning workload in partnership with the Store Manager
Added 2 mins ago
Senior Technology Specialist, Integration
Equitable
Waterloo, ON
Join one of the region’s top employers and be part of something that truly makes a difference.
Added 2 mins ago
Cargo Manager
Calm Air Human Resources
Arviat, NU
Calm Air International is a regional airline serving the Northern part of Central Canada. From its main bases in Winnipeg, Thompson and Churchill, Manitoba, and Rankin Inlet, Nunavut, Calm…
Added 2 mins ago
TS
Assistant Cook
The Salvation Army Canada and Bermuda Territory
Summerside, PE
- Part-time
This is a permanent part-time position, 21 hours/week.
Added 2 mins ago
VD
Junior Door Technician
Ventri Door Technologies
Hamilton, ON · Stoney Creek, Ontario
- Full-time
As part of our recruitment process, we use AI-enabled tools during the initial phone screening stage to help screen and assess applicants. This helps us focus on your relevant skills and…
Added 2 mins ago
C
Account Manager
ChampionX
SLB
- Full-time
We are looking for an Account Manager, working locally within the Fort McMurray region. The Account Manager will be primarily responsible for revenue and profit growth of ChampionX programs…
Added 16 mins ago
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Bilingual Estates Specialist
Aviso
Toronto, ON
- $60,000 to $70,000 CAD / year
- Full-time
Excellent time management and organizational skills with the ability to work well under pressure and meet time deadlines
Added 16 mins ago
S
Project Manager, Ports & Marine
Stantec
Vancouver, BC
- Full-time
Stantec is seeking an experienced Project Manager to play a key role in the delivery of complex Ports and Marine Terminals projects across British Columbia. This is a unique opportunity for…
Added 16 mins ago
M
Business Intelligence Senior Analyst
Manulife
Toronto, ON
- Full-time
In this role, you’ll be empowered and challenged to bring strong perspectives, partnering closely with the Director and Manager while owning key analyses and dashboards. The role offers the…
Added 16 mins ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Chatham-Kent, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 16 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Mississauga, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 16 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Oshawa, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 16 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Calgary, AB
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 16 mins ago
R
Portfolio Manager - Quantitative Strategies & Macro Credit
RPIA
Toronto, ON
- Full-time
We are seeking a full-time permanent Portfolio Manager, Quantitative Strategies & Macro Credit to join our Investment Management team.
Added 16 mins ago
UM
Project Engineer / Cost Account Manager (Software)
Ultra Maritime
Dartmouth, NS
- Full-time
Ultra Maritime is seeking an experienced and motivated Project Engineer / Cost Account Manager to support the development and delivery of advanced Anti-Submarine Warfare software solutions…
Added 16 mins ago
UM
Engineering Manager
Ultra Maritime
Dartmouth, NS
- Full-time
· Works closely with the Program Manager, System Design Authority and Subsystem Engineering Leads to drive the resolution of technical, program and/or resource problems and conflicts.
Added 16 mins ago
CG
Maitre D (Lead Banquet Server) - C Hotel
Carmen's Group
Hamilton, ON
- Part-time
…for thoughtful service and memorable guest experiences. As part of Carmens Group, you’ll join a supportive team with more than 40 years of hospitality experience in Hamilton and the…
Added 31 mins ago
V
Manager, Finance & Business Operations (Richmond, BC)
voestalpine
Richmond, BC
- $95,000 to $120,000 CAD / year
- Full-time
Document and share what you learn so improvements become repeatable processes rather than one-time fixes.

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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