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Added 16 mins ago
SD
Front Store Supervisor, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Vancouver, BC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 31 mins ago
AG
Passenger Service Agent
Alliance Ground International
Richmond, BC · YVR Airport
- Part-time
Alliance Ground International (AGI) is one of the largest independently owned ground handling companies providing services to 100+ airlines in 61 airports across the U.S. and Canada. We are…
Added 31 mins ago
TH
Loss Prevention Specialist Full Time (OTTAWA AREA)
The Home Depot
NB
- Full-time
…minimize loss to the Company. An APS must uphold integrity, support key AP processes, address malicious activity concerns, and prioritize associate and customer safety while staying aligned…
Added 31 mins ago
TH
Millwork Sales Part Time (SYDNEY)
The Home Depot
Sydney Indian Reserve No. 28A, NS
- Part-time
Promote services offered such as Special Services, Tool Rental, Pro Desk, Pro Services, etc. and how to recommend them
Added 31 mins ago
NG
Underground Operations Engineer- Travel & Camp Available
New Gold Inc.
Emo, ON
- Full-time
Support the implementation of underground standards and quality assurance/control programs, including those related to production drilling, ground support, and mine services.
Added 31 mins ago
BT
Staff Accountant, Assurance & Advisory
Baker Tilly Canada
Guelph, ON
- Full-time
Identify prospects for additional products or services for existing clients and communicate these to the engagement supervisor.
Added 1 hour ago
PT Supportive Housing Coordinator (Strathearne Suites)- 14 month contract
Indwell
Hamilton, ON
Position Description: Reporting to the Program Supervisor, as the Supportive Housing Coordinator, you will work alongside tenants who have experienced mental health concerns and/or…
Added 1 hour ago
AH
Food Service I
Alberta Health Services
High River, AB
- Part-time
…customer experience. Under the general supervision of a Food Services Supervisor, you will use your customer service, teamwork and organizational skills to independently: Prepare, handle,…
Added 1 hour ago
AH
Supervisor
Alberta Health Services
AB · Edmonton, AB
- Part-time
Make a significant impact on patient-focused health care as a Supervisor in Patient Food Service (PFS). PFS is a provincial program that is committed to providing nutritious, healthy,…
Added 1 hour ago
C
Personal Support Service Worker
Cota
Toronto, ON
- Full-time
Liaises regularly with the assigned Primary Workers and applicable Supervisor/Manager, to confirm requirements and plans for personal support services and to ensure accurate and timely…
Added 1 hour ago
C
Supportive Housing Worker
Cota
Toronto, ON
- Part-time
Permanent Part-Time Position, Every Other Weekend, 3:00pm-11:00pm - Medication Support
Added 1 hour ago
C
Psychogeriatric, Case Manager
Cota
Toronto, ON
- Part-time
…role outlined within this posting. Followed by our mission to support individuals with mental health and cognitive challenges to live well within their communities, we strive toward a…
Added 1 hour ago
AH
Diagnostic Sonographer I
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
- Temporary
Reporting to the Diagnostic Imaging Manager and supervisor, this position supports a safe and efficient patient and family centered care experience. This position is responsible for…
Added 1 hour ago
GE
Hotel 1st Cook
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Executive Chef, Executive Sous Chef, Sous Chef or Supervisor, the Food Truck Handler / Cook is responsible for the safe operation, transportation, setup, food…
Added 1 hour ago
GE
Reservation Agent - Internal Candidates Only
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Front Office supervisor, Assistant Front Office Manager, and/or Front Office Manager, the Reservation Agent promotes and sells room nights to existing and…
Added 1 hour ago
TH
Loss Prevention Specialist Full Time
The Home Depot
Canada
- Full-time
…APS must demonstrate integrity at all times, respond to and support key AP and operational concerns of all associates and remain focused on store specific business…
Added 1 hour ago
TH
Tool Rental Sales Part Time (BARRIE)
The Home Depot
Barrie, ON
- Part-time
Promote services offered such as Special Services, Tool Rental, Pro Desk, Pro Services, etc. and how to recommend them
Added 1 hour ago
TH
Associé(e) service Pro (temps partiel)
The Home Depot
Lachenaie, QC
- Part-time
Demonstrates a basic knowledge of products, services and procedures in assigned area and nearby departments, knows priority articles.
Added 1 hour ago
WC
Inside Sales/Delivery Driver
White Cap
Burlington, ON
- Full-time
Receives, researches, and answers customer questions regarding accounts, products, rates and services offered, via telephone or in person.
Added 2 hours ago
FH
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Fraser Health
Burnaby, BC
- Full-time
We are committed to staff wellness and planetary health and have active working groups to support these initiatives. In addition, we value career advancement and offer professional…
Added 2 hours ago
Housekeeper
Inuvialuit Regional Corporation
Inuvik, NT
The Mackenzie Hotel, located in Inuvik, Northwest Territories, provides visitors with exceptional hospitality services and a comfortable stay in the Arctic region. The Housekeeping…
Added 2 hours ago
RD
Superintendent of Utilities, Parks, and Facilities (Exempt; Permanent, Full-time)
Regional District of Fraser-Fort George
Prince George, BC
- Full-time
Reporting directly to this position includes the Utilities Leader, Environmental Field Supervisor, Environmental Services Lead Hand, Environmental Service Worker 1s, and other operational…
Added 2 hours ago
SD
Front Store Supervisor, Hourly Part Time Day
Shoppers Drug Mart
Tsawwassen, BC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 3 hours ago
OF
process operator - food and beverage processing
Oxford Frozen Foods Limited
Oxford, NS
- Full-time
Inform supervisor of mechanical malfunctions or product irregularities
Added 3 hours ago
Warehouse Night Supervisor
CONA Services
Calgary, AB
The Warehouse Supervisor is on the warehouse floor to lead their team and ensure the products are properly received, stored, and shipped. The supervisor works as a coach and mentor to their…

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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