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Added 11 mins ago
AW
Customer Service Experience Representative
Aviso Wealth
Remote, Canada
- $52,000 to $60,000 CAD / year
- Full-time
- Remote
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Added 11 mins ago
AW
Customer Service Experience Representative, Temporary
Aviso Wealth
Remote, Canada
- $52,000 to $60,000 CAD / year
- Temporary
- Remote
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Added 11 mins ago
AW
Customer Service Experience Representative, Temporary
Aviso Wealth
Remote, Canada
- $52,000 to $60,000 CAD / year
- Temporary
- Remote
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Added 11 mins ago
AW
Customer Service Experience Representative
Aviso Wealth
Remote, Canada
- $52,000 to $60,000 CAD / year
- Full-time
- Remote
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Added 11 mins ago
Tax Engagement Operations Lead
EY
Toronto, ON
…recognized for the value you bring to our business. In addition, our Total Rewards package allows you to decide which benefits are right for you and which ones help you create a solid…
Added 11 mins ago
Senior Costing Manager
PCL Construction
Edmonton, AB
Choose a career with rewards that matter. PCL's total rewards are designed to support your growth, well-being and future success -- because when you succeed, we all do. Our offerings could…
Added 26 mins ago
BC
Financial Solutions Associate - Kerrisdale Branch
Beem Credit Union
Vancouver, BC
- Full-time
Our total rewards approach reflects Beem's values - celebrating success, investing in your growth, and supporting you at work and in life.
Added 26 mins ago
Senior Performance Marketing Manager, Paid Social
Gusto, Inc.
Toronto, ON
…determined by role, level, and location. Learn more about our Total Rewards…
Added 26 mins ago
A
Solution Architect
Aviso
Toronto, ON
- $150,000 to $168,000 CAD / year
- Full-time
…organizational functions and fulfill business goals. This role will partner with business stakeholders and solutioning teams to lead and drive the implementation of technology solutions…
Added 26 mins ago
MR
Project Manager
Meridia Recruitment Solutions, a KBRS Company
Halifax, NS
- Full-time
…healthcare infrastructure projects, they offer a competitive total rewards package that recognizes the expertise required to deliver complex capital projects…
Added 41 mins ago
CI
Category Manager - Sundries (Dulux/Bétonel)
Canadian Industries Limited
Vaughan, ON
- Full-time
…full-time permanent employees are eligible for our broader total rewards package, which includes comprehensive benefits, including paid vacation and wellness days, as well as other…
Added 41 mins ago
EO
Scientist II
Evonik Oxeno
Burnaby, BC
- Full-time
WHY EVONIK? Evonik offers an excellent Total Rewards Program including:
Added 57 mins ago
R
Client Advisor
RBC
Crystal City, MB
- Part-time
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Added 57 mins ago
AL
AltaGas - Digital Project Manager
AltaGas Ltd.
Calgary, AB · AB - Calgary
- Full-time
For U.S. hires: WGL/SEMCO/AltaGas offers a total rewards package that includes competitive pay, incentive bonus plans, holiday pay, 401K matching and a wide array of benefits. These…
Added 57 mins ago
AL
Digital Resource Specialist
AltaGas Ltd.
Calgary, AB · AB - Calgary
- Full-time
For U.S. hires: WGL/SEMCO/AltaGas offers a total rewards package that includes competitive pay, incentive bonus plans, holiday pay, 401K matching and a wide array of benefits. These…
Added 57 mins ago
T
Customer Experience Associate - Mandarin Language Skills an Asset
TD
Vancouver, BC
- Part-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 57 mins ago
T
Customer Experience Associate
TD
Vancouver, BC
- Part-time
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at…
Added 57 mins ago
D
Operator
Dow
Fort Saskatchewan, AB
- Full-time
Collaborate with your shift team and partner with other shifts to balance workloads and ensure tasks are completed on time.
Added 57 mins ago
B
Transformation Relationship Manager, Tax Transformation Office (Contract)
BDO
London, ON · Oakville, ON · Ottawa, ON · Toronto, ON
- Full-time
…improvement. The successful candidate will act as a strategic partner between the business, Tax Transformation Office, and delivery teams - helping identify opportunities, shape priorities,…
Added 57 mins ago
A
Customer Service Experience Representative, Temporary
Aviso
Toronto, ON
- $52,000 to $60,000 CAD / year
- Temporary
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Added 1 hour ago
E
Dietary Aide
Extendicare
St. Paul, AB
- Part-time
Base salary is one component of our broader total rewards package. We offer a comprehensive suite of benefits designed to support your health, financial well-being, and long-term career…
Added 1 hour ago
Customer Processing Representative (Bilingual)
The Canada Life Assurance Company
Montreal, QC
…not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your…
Added 1 hour ago
A
Customer Service Experience Representative, Temporary
Aviso
Vancouver, BC
- $52,000 to $60,000 CAD / year
- Temporary
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Added 1 hour ago
A
Customer Service Experience Representative
Aviso
Vancouver, BC
- $52,000 to $60,000 CAD / year
- Full-time
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Added 1 hour ago
A
Customer Service Experience Representative
Aviso
Toronto, ON
- $52,000 to $60,000 CAD / year
- Full-time
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

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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