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Added 13 mins ago
MH
Project Delivery Team - Project Manager
Manitoba Hydro
Winnipeg, MB
- Full-time
Enjoy a work schedule that typically provides every second Monday off (subject to location and operational requirements), supporting a balanced approach to work, family life and community.
Added 13 mins ago
A
Director, Manager Research & Oversight
Aviso
Toronto, ON
- $135,000 to $170,000 CAD / year
- Full-time
…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…
Added 13 mins ago
A
Manager, Sales Compensation
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
…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…
Added 13 mins ago
A
Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
…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…
Added 13 mins ago
A
Bilingual Estates Specialist
Aviso
Vancouver, BC
- $60,000 to $70,000 CAD / year
- Full-time
…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…
Added 13 mins ago
Produce - Clerk Produce
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Mount Pearl, NL
Embark on a rewarding career with Sobeys Inc., celebrated among Canada’s Top 100 employers, where your talents contribute to our commitment to excellence and community.
Added 28 mins ago
C
Associate Graduate Leadership Development Program - Summer 2027
CIBC
Toronto, ON
- Full-time
You will also have access to your Summer Placement Manager, Program Manager, and Peer Mentor, who will support your professional growth through personalized career guidance. As you begin…
Added 43 mins ago
TT
Manager, Project Controls (14009)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $140,176.4 to $175,284.2 CAD / year
- Full-time
As the Manager, Project Controls, you will provide leadership and oversight for integrated project controls functions across the ECE capital portfolio, ensuring consistent application of…
Added 43 mins ago
MH
Project Delivery Team - Project Manager
Manitoba Hydro
Winnipeg, MB
- Full-time
Enjoy a work schedule that typically provides every second Monday off (subject to location and operational requirements), supporting a balanced approach to work, family life and community.
Added 43 mins ago
TT
Project Manager, Renewable Energy Programs (14011)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $140,176.4 to $175,284.2 CAD / year
- Full-time
Ready to help lead TTC's transition to a zero-emission future? We are seeking an experienced Program Manager, Renewable Energy Programs to oversee a portfolio of complex, multi-year capital…
Added 43 mins ago
D
Business Development Manager- Toronto
Digicast
Toronto, ON
- Full-time
The Business Development Manager – Toronto Market is responsible for driving new business, developing and nurture strategic relationships in the GTA, and positioning Digicast as the premier…
Added 43 mins ago
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Industry Development Manager
COVE
Halifax, NS
- Full-time
Reporting to the Director of Partnerships & Industry Development, the Manager, Industry Development leads the delivery and expansion of COVE’s Innovation Challenges Program, and related…
Added 43 mins ago
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Director, Content and External Communications
Aviso
Toronto, ON
- $135,000 to $160,000 CAD / year
- Full-time
…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…
Added 43 mins ago
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LPS Program Manager
Linamar Corporation
Guelph, ON
- Full-time
Lead the development and execution of Lean Manufacturing strategies, including waste reduction, process optimization, and value stream mapping. Understanding the 7 forms of waste is a…
Added 43 mins ago
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Manager Fleet Facilities & Inventory Services
Regional Municipality of Peel
Brampton, ON
- Other
…services to 2 separate groups; Public Works clients and the community. It is the most diverse division in Peel, serving many different Public Works clients. Ops Support even services the…
Added 43 mins ago
RM
Legislative Specialist
Regional Municipality of Peel
Brampton, ON
- $94,455 to $106,262 CAD / year
- Other
Who we are: To work with elected officials, the community and staff to provide service excellence that supports accessible, effective governance and a thriving community.
Added 43 mins ago
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store manager, Grimsby, ON
Starbucks
Grimsby, ON
- $59,400 to $78,450 CAD / year
Impact your Community: integrate your business with the community to create better moments in peoples’ lives, from our partners to our customers, communities and planet
Added 58 mins ago
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Specialty Leasing Representative
Cadillac Fairview
Toronto, ON
- Full-time
Reporting to the Manager of Specialty Leasing proactively source and pitch prospective tenants, including agencies, brands, vendors and existing retailers, to introduce opportunities to…
Added 58 mins ago
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Recruitment Process Outsourcing Account Executive
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- Full-time
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Added 58 mins ago
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Defence Sales Manager - Canada
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Ottawa / Toronto, .
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Occupational Therapist - Toronto Rehab - Outpatient Brain Program
University Health Network
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Reports to: Manager, Outpatient Allied Health & Clinics
Added 1 hour ago
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Senior Manager, Initiatives & Implementation Business Financial Services
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Identify and act on self- learning/development to build necessary skills, competencies and accreditation to meet market demands
Added 1 hour ago
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Client Service Officer A
Government of Newfoundland and Labrador
NL · Newfoundland and Labrador, Canada
- $31.37 to $34.89 CAD / hour
- Full-time
…and training to set you up for success, ongoing professional development, opportunities to grow your career, and the chance to make a real difference in people’s lives and local…
Added 1 hour ago
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Saint John Registered Nurse Class D (RNCD) - Nurse Practitioner PCN 1258822
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- Part-time
…patients within the Cardiac Wellness Clinics. The NP leads the development and delivery of the amyloidosis stream, including diagnostic work-up, amyloid typing, staging, treatment…
Added 1 hour ago
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Community Resource Connector C&W
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Aviso

Bilingual Estates Specialist

Vancouver, BC, Canada

$60,000 to $70,000 CAD / year · Full-time

Apply About employer

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Job details

Pay: $60,000 to $70,000 CAD / year
Job type: Full-time
Apply by: Dec 9, 2026
Experience: Minimum of 5 years' financial industry experience, preferably in Estates, Registered Plans or Operations
Posting language: English
Posted: Nov 9, 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 for client estate accounts, including journal transactions and tax documents, while meeting service-level deadlines. Respond to estate inquiries and escalations, maintain procedures and training materials, monitor backlogs, and recommend process improvements while keeping current with relevant regulations.

Requirements

Post-secondary education and at least five years of financial industry experience are required, preferably in estates, registered plans, or operations. Candidates should have strong analytical, problem-solving, customer service, organizational, and computer skills, knowledge of relevant industry regulations, and fluency in written and spoken English and French.

Skills

Estate Account Settlement
Journal Processing
Tax Document Preparation
Regulatory Compliance
Problem Solving
Analytical Skills
Quality Assurance
Customer Service
Time Management
Organization
Written And Spoken English
Written And Spoken French
Microsoft Word
Microsoft Outlook
Microsoft Excel
Dataphile

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 Settlements
Journal Processing
Tax Documents
Tax Filing
Registered Plans
Financial Operations
MFDA
IIROC
IIAC
CRA
RQ
HRSDC
Trustee Regulations
Regulatory Compliance
Service-Level Agreements
Escalation Resolution
Process Improvement
Quality Assurance
Customer Service
Microsoft Word
Microsoft Outlook
Microsoft Excel
Dataphile
Laserfiche
OSM
Bilingual Communication
English
French

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