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Added 17 mins ago
MS
Senior Manager, Sales Enablement and Strategy
Metergy Solutions
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
…the cost of commodities and administrative charges for the services provided. The business model allows for long-term recurring revenue through an innovative Submetering as a Service (SaaS)…
Added 17 mins ago
A
Director, Manager Research & Oversight
Aviso
Toronto, ON
- $135,000 to $170,000 CAD / year
- Full-time
…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…
Added 17 mins ago
A
Manager, Sales Compensation
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
…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…
Added 17 mins ago
A
Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
…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…
Added 17 mins ago
A
Bilingual Estates Specialist
Aviso
Vancouver, BC
- $60,000 to $70,000 CAD / year
- Full-time
…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…
Added 17 mins ago
Associate VP
DEPT®
Toronto, ON
Client Partners lead our largest client relationships on behalf of DEPT. They are responsible for curating talent, capability, and services that represent the best of our company. They…
Added 32 mins ago
Senior Manager, Sales Enablement and Strategy
Metergy Solutions
Toronto, ON
…the cost of commodities and administrative charges for the services provided. The business model allows for long-term recurring revenue through an innovative Submetering as a Service (SaaS)…
Added 47 mins ago
A
Director, Content and External Communications
Aviso
Toronto, ON
- $135,000 to $160,000 CAD / year
- Full-time
…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…
Added 47 mins ago
B
Bilingual Facility Manager III (EN/FR)
BGIS
Montreal, QC
- Full-time
Builds strong relationships with end users and is a trusted partner with the assigned line of business/client.
Added 47 mins ago
Director, Digital Solutions
The Government of Nova Scotia
Halifax, NS
…solutions to meet Nova Scotians’ expectations. As a trusted partner across government, we enable departments to fulfill their mandates with secure, user-friendly services. From healthcare…
Added 1 hour ago
T
Head of Engineering
Talently
Toronto, ON
- Full-time
Our client is a premier full-service Canadian immigration law firm and online legal platform. Operating since 1976 and establishing an early, pioneering web presence in 1994, they offer a…
Added 1 hour ago
Non-Reg On-Caller - Woodbridge, ON
Edward Jones
Woodbridge, ON
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the…
Added 2 hours ago
MC
RPO Account Leader
MCI Careers
Canada
- Full-time
MCI is one of the fastest-growing tech-enabled business services companies in the US, delivering Customer Experience (CX), Business Process Outsourcing (BPO) and technology solutions across…
Added 3 hours ago
WI
Senior Process Engineer - Wastewater Treatment
WSP in Canada
Windsor, ON
- Full-time
As one of the world’s leading professional services firms, we partner with clients across transportation, infrastructure, environment, buildings, energy, water, mining and metals. We pair…
Added 3 hours ago
BC
Producer/Commercial Insurance-Financial, Professional & Technology Services
BFL CANADA
Montreal, QC
- Full-time
We are looking for a Commercial Insurance Broker (Client Executive) to join our Financial, Professional and Technology Services team in our Montreal office!
Added 3 hours ago
WI
Chargé(e) de projet en environnement
WSP in Canada
Quebec, QC
- Full-time
Grâce à une expertise inégalée en ingénierie, en services‑conseils et en sciences, nos esprits globaux s’unissent pour alimenter des solutions locales.
Added 3 hours ago
CA
Senior BI Analytics Governance Specialist
Co-operators Assurance et services financiers
Quebec, QC
- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 3 hours ago
TA
Human Resources Business Partner-FR
Top Aces
Dorval, QC
- Full-time
The Human Resources Business Partner works closely with leaders and employees across assigned client groups. The role provides practical HR guidance and supports workforce planning,…
Added 3 hours ago
CA
Client Service Representative (Bilingual)
Co-operators Assurance et services financiers
Guelph, ON
- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 3 hours ago
CA
Bilingual Service Representative
Co-operators Assurance et services financiers
Burlington, ON
- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 3 hours ago
CA
Senior BI Analytics Governance Specialist
Co-operators Assurance et services financiers
Calgary, AB
- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 3 hours ago
CA
Senior BI Analytics Governance Specialist
Co-operators Assurance et services financiers
Toronto, ON
- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 3 hours ago
CA
Senior BI Analytics Governance Specialist
Co-operators Assurance et services financiers
Guelph, ON
- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 3 hours ago
CA
Senior BI Analytics Governance Specialist
Co-operators Assurance et services financiers
Montreal, QC
- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 3 hours ago
WI
Chargé(e) de projet en environnement
WSP in Canada
Montreal, QC
- Full-time
Grâce à une expertise inégalée en ingénierie, en services‑conseils et en sciences, nos esprits globaux s’unissent pour alimenter des solutions locales.

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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