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Added 6 mins ago
C
Claims Representative II, Special Lines
Co-operators
AB · Moncton, NB · Guelph, ON · London, ON · Toronto, ON · Mississauga, ON · Calgary, AB · BC · Edmonton, AB
- Full-time
…enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our…
Added 6 mins ago
RM
Building Operations Technician
Regional Municipality of Peel
Brampton, ON
- Other
…a partner to the business and have a passion for excellent customer service – this is the role for…
Added 6 mins ago
MC
Licensed Financial Services Associate - Full Time
Meridian Credit Union
Port Colborne, ON
- $60,000 to $64,000 CAD / year
- Full-time
…continuously improve and learning from successes and mistakes. As part of our collaborative team, you are highly engaged and communicate thoughts and ideas in a respectful environment. We…
Added 6 mins ago
TC
Branch Assistant
The Corporation of the County of Lambton
ON · Lambton County, ON
- Part-time
As a member of the Lambton County Library system, the Branch Assistant is responsible for providing front line customer service to visitors of Lambton County Library. In addition to…
Added 6 mins ago
TC
Dietary Aide
The Corporation of the County of Lambton
Forest, ON
- Part-time
Enrolled or completion of Food Service Worker program – College Certificate, OR;
Added 6 mins ago
TC
Dietary Aide
The Corporation of the County of Lambton
Petrolia, ON
- Part-time
Enrolled or completion of Food Service Worker program – College Certificate, OR;
Added 6 mins ago
EM
Driver - Kitchener
Enterprise Mobility
Kitchener, ON
- $17.95 CAD / hour
- Part-time
Enterprise Mobility is seeking a responsible, dedicated person to join our team as a Part Time Driver. This position pays $17.95 / hour and is located at 70 ALPINE COURT KITCHENER, ON N2E…
Added 6 mins ago
JC
Store Manager
JYSK Canada
Prince George, BC
- $57,000 to $62,000 CAD / year
- Full-time
2 years experience in retail management and customer service
Added 6 mins ago
JC
Sales Colleague
JYSK Canada
Lethbridge, AB
- Part-time
High level of energy with strong customer service skills
Added 6 mins ago
R(
Fashion Associate (Part time) - Reitmans DEVONSHIRE MALL
Reitmans (Canada) Ltée/Ltd
Windsor, ON
- Part-time
As a Fashion Associate, you will deliver personalized service and support daily store operations to ensure a welcoming, customer-first environment. From assisting in the fitting room to…
Added 6 mins ago
HG
DC Associate Driver - Inbound 1st Shift (Tier 1)
H&M Group
Ajax, ON
- Full-time
…our stores and online customers, every single day. Working as part of a demand-driven, efficient, circular supply chain, our dynamic logistics teams are consciously committed to, and guided…
Added 6 mins ago
Word/Data Processing Clerk III - Police Seized Vehicle Section - Floor Supervisor
City of Edmonton
AB
As part of your pre-hire screening, you will be required to complete an Enhanced Security Clearance. Should you accept employment with the Edmonton Police Service you acknowledge and agree…
Added 6 mins ago
CB
Head of Platform Engineering
Canadian Bank Note Company
Ottawa, ON
- Full-time
…such as Azure, on-prem Red Hat OpenShift, AWS and air-gapped customer sites, with security and compliance built in by…
Added 21 mins ago
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Sales Intern
Boomerang
Toronto, ON
- Full-time
…tasks or shadowing. From day one, interns gain exposure to customer engagement, communication strategy, business development, and campaign operations within a fast-paced, people-focused…
Added 21 mins ago
MS
Senior Manager, Sales Enablement and Strategy
Metergy Solutions
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
…long-term recurring revenue through an innovative Submetering as a Service (SaaS) model. Submetering is proven to reduce in-suite energy consumption by 40%, driving decarbonization efforts…
Added 21 mins ago
HG
Benefits Navigator
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Ottawa, ON
- Full-time
Minimum of 2 years of proven experience in customer service or a similar role
Added 21 mins ago
UC
Kafka Support Specialist
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Toronto, ON · Greater Toronto Area, Canada
- Other
In this role, you will play a key part in maintaining the health and resilience of the event-driven infrastructure, ensuring high availability, performance, and operational consistency…
Added 21 mins ago
CB
Head of Platform Engineering
Canadian Bank Note Company, Limited
Ottawa, ON
- Full-time
…such as Azure, on-prem Red Hat OpenShift, AWS and air-gapped customer sites, with security and compliance built in by…
Added 21 mins ago
HS
Quality Supervisor
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ON · Niagara, ON
- Full-time
 Responsible for adherence to Customer Specific Requirements
Added 21 mins ago
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DC Associate Driver - Inbound 1st Shift (Tier 1)
H&M
Ajax, ON
- Full-time
…our stores and online customers, every single day. Working as part of a demand-driven, efficient, circular supply chain, our dynamic logistics teams are consciously committed to, and guided…
Added 21 mins ago
A
Manager, Sales Compensation
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
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…
Added 21 mins ago
HE
Marketing Associate
Hype Events
Toronto, ON · Greater Toronto Area, Canada
- $41,000 to $45,000 CAD / year
- Full-time
Previous experience in hospitality, retail, customer service, or sales is an asset, but not required.
Added 21 mins ago
DI
General Manager
Drake International
Cambridge, ON
- $100,000 to $140,000 CAD / year
- Full-time
Demonstrated experience overseeing multiple business functions, including operations, production, people management and customer service.
Added 21 mins ago
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Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
Ability to work with minimum supervision with a strong commitment to customer service
Added 21 mins ago
A
Bilingual Estates Specialist
Aviso
Vancouver, BC
- $60,000 to $70,000 CAD / year
- Full-time
…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…

Aviso

Bilingual Estates Specialist

Vancouver, BC, 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: 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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