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Added 1 min ago
MC
Financial Services Representative - Full Time - 5 Month Contract
Meridian Credit Union
Toronto, ON
- $50,000 to $53,000 CAD / year
- Full-time
Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian
Added 1 min ago
FT
Assistant Manager, Sidney
Fountain Tire
Sidney, BC
- Other
At Fountain Tire, success is centered on providing an exceptional customer experience and building strong community relationships. Managers are leaders and builders who thrive on…
Added 1 min ago
RB
Relationship Manager Commercial Financial Services
Royal Bank of Canada
Blainville, QC · Montreal, QC
- Full-time
As our Relationship Manager, Commercial Financial Services Trainee, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based…
Added 16 mins ago
CM
Manager - Centre for Community Workforce Development (Terrace)
Coast Mountain College
Terrace, BC
- Full-time
Reporting to the Dean of the Centre for Community Workforce Development, the Manager provides strategic and operational leadership for the development, implementation, and continuous…
Added 16 mins ago
B
Accounts Receivable Technician
BPA
Laval, QC
- Full-time
BPA is more than an engineering firm - it’s a passionate team shaping the buildings and infrastructure of tomorrow. With offices across Canada, our expertise in sustainable design and…
Added 16 mins ago
T
Sr. Business Systems Analyst, TD Securities
TD
Toronto, ON
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 16 mins ago
T
Sr. Business Systems Analyst, TD Securities
TD
Toronto, ON
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 16 mins ago
T
Mobile Software Engineer I (iOS)
TD
Toronto, ON
- Full-time
within an agile development model with focus on seamless delivery, innovation, and stability of
Added 16 mins ago
T
Senior Java Developer, TD Securities
TD
Toronto, ON
- Full-time
The Market Risk Technology Engineering Team (in TD Securities) is responsible for the development and support of our derivatives (Interest Rate, FX, Credit, Commodity) valuation, trading…
Added 16 mins ago
C
Account Manager
ChampionX
SLB
- Full-time
We are a technology company that unlocks access to energy for the benefit of all. As innovators, that’s been our mission for nearly a century. Today, we face a global imperative to create a…
Added 16 mins ago
KR
Information Technology Manager
KeepRite Refrigeration
Brantford, ON
- Full-time
We are currently seeking an IT Manager to lead our IT team. This role is responsible for maintaining all computer hardware and software, as well as our other information systems. This…
Added 30 mins ago
A
Bilingual Estates Specialist
Aviso
Toronto, ON
- $60,000 to $70,000 CAD / year
- Full-time
…wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our…
Added 30 mins ago
ES
DevOps Developer - Euna Grants
Euna Solutions
ON · Oakville, Ontario
- Full-time
The DevOps team at Euna Solutions builds and maintains the infrastructure and pipelines that keep our public sector software products moving fast and reliably. In this role, you will…
Added 45 mins ago
A
Senior Manager
Ashling
Toronto, ON
- $125,000 to $140,000 CAD / year
- Full-time
As a Senior Manager, you will lead multiple project teams and workstreams within complex client engagements. You’ll be accountable for successful delivery, client value, project quality,…
Added 45 mins ago
RU
Office Clerk
Ricoh USA, Inc.
Toronto, ON
- Full-time
Ricoh is an integrated solutions provider and partner that connects people and technology, creates outstanding customer experiences, and delivers innovation for businesses worldwide. We…
Added 45 mins ago
AC
Mechanical Engineer
Amaris Consulting | Part of Mantu
ON · Ontario, Canada
- Full-time
As a Mechanical Designer / Mechanical Engineer, you will contribute to the design, development, and improvement of mechanical systems and components. You will work closely with…
Added 45 mins ago
A
Représentant(e) des ventes en relations bancaires/Banking Relationship Sales Representative
ADP
Montreal, QC
- Full-time
Added 45 mins ago
RU
Senior Field Representative, Technology Service
Ricoh USA, Inc.
London, ON
- Full-time
Ricoh is an integrated solutions provider and partner that connects people and technology, creates outstanding customer experiences, and delivers innovation for businesses worldwide. We…
Added 45 mins ago
H
HR Manager
Hendrix-Genetics
Kitchener, ON
- $80,000 to $90,000 CAD / year
- Full-time
Hendrix Genetics is an animal breeding, genetics, and technology company with multi-species breeding programs spanning poultry, swine, salmon, shrimp, and trout. Working across a complex…
Added 45 mins ago
ST
Senior Associate, Investor Services
SS&C Technologies
Mississauga, ON · Toronto, ON
- Full-time
SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded…
Added 45 mins ago
RS
SaaS Engineer
Redwood Software
ON
- $120,000 to $137,000 CAD / year
…ownership. Redwood empowers organizations to intelligently automate and orchestrate mission critical business and IT processes across complex ERP, hybrid cloud, data and emerging agentic AI…
Added 1 hour ago
R
Manager - Product Control – Central Funding Group
RBC
Toronto, ON
- Full-time
Provide quality support to the Central Funding business by performing daily mark-to-market valuation, P&L reporting and reconciliation on an accurate and timely basis. Liaise with Front…
Added 1 hour ago
WT
Manager, Collateral Management
Wealthsimple Technologies
Remote, Canada
- $116,000 to $145,000 CAD / year
- Full-time
- Remote
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work - whether that's new tools, AI, or rethinking how we…
Added 1 hour ago
SS
Technical Product Manager
Safe Software
Remote, Canada
- $118,000 to $131,000 CAD / year
- Full-time
- Remote
Safe Software is looking for a Technical Product Manager to join our Product Management team, working across the FME Platform within our Enterprise Automation and Platform Enablement…
Added 1 hour ago
RB
Manager - Product Control – Central Funding Group
Royal Bank of Canada
Toronto, ON
- Full-time
Provide quality support to the Central Funding business by performing daily mark-to-market valuation, P&L reporting and reconciliation on an accurate and timely basis. Liaise with Front…

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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