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Added 13 mins ago
BG
Manager, Banking Operations
Butterfield Group
Moncton, NB
- Full-time
…Accounting, Human Resources, Information Technology, Operations, Client Services and Compliance. Operating in multiple jurisdictions, we focus on results, value relationships, and celebrate…
Added 27 mins ago
SC
Member Service Representative
Sunrise Credit Union
Brandon, MB
- Full-time
The position is responsible for responding to member client inquiries and taking action to reconcile discrepancies in records and accounts. Routinely receives and pays cash or other…
Added 43 mins ago
A
Laboratory Assistant
ALS
North Vancouver, BC · CAN - BC - North Vancouver
- Full-time
Report all safety concerns to the Supervisor or Manager and participate in incident investigations when required
Added 43 mins ago
FOH Keyholder
Fire & Flower Inc.
Victoria, BC
…Saskatchewan, Alberta, B.C., and Yukon. At FIKA we provide exceptional service in a variety of welcoming, intuitive, and diversified store environments, this has allowed The FIKA Company…
Added 43 mins ago
UO
Veterinary Technician, Animal Care
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
Reporting to the Associate-Supervisor, Animal Care Operations, the incumbent participates in the delivery of the program of veterinary care under the general supervision of a veterinarian…
Added 58 mins ago
D
Manager
Desjardins
Montreal, QC · Repentigny, QC · Longueuil, QC · Caisse Desjardins du Réseau municipal (Montréal, Longueuil, Repentigny)
- Full-time
…sector. You are responsible for administrating your group’s service offer, developing and implementing its business plan, and overseeing activities supporting the administrative…
Added 1 hour ago
A
Bilingual Supervisor, Transfers
Aviso
Toronto, ON
- $83,000 to $100,000 CAD / year
- Full-time
We're looking for a Bilingual Supervisor, Transfers to join our Operations team.
Added 1 hour ago
A
Product Owner - Asset Management, Temporary
Aviso
Toronto, ON
- Full-time
We are looking to fill an opening for a Product Owner to join the Client Experience, Marketing, and Communications (CXMC) team for 12 months.
Added 1 hour ago
VC
Fitness Instructor, SMART Program - Casual
VON Canada (Ontario)
ON · Algoma, Ontario
- $18.61 to $19.78 CAD / hour
The Fitness Instructor is responsible for providing client-centered, evidence based, efficient care to individuals in their homes and community. The Fitness Instructor delivers exercises to…
Added 1 hour ago
C
Operations Manager
CarePartners
Brockville, ON
- Full-time
Ensuring that service standards and procedures for client services are met through supervision and Quality Management (QM) and Risk Management policies and practices.
Added 1 hour ago
HS
Quality Supervisor
HR Solutions
ON · Niagara, ON
- Full-time
 Collaborate with client-facing QA representatives to ensure full customer satisfaction with
Added 1 hour ago
A
Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
…branches. The Compliance Officer role is a position which requires supervisor…
Added 1 hour ago
A
Bilingual Estates Specialist
Aviso
Vancouver, BC
- $60,000 to $70,000 CAD / year
- Full-time
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…
Added 4 hours ago
GO
Library Outreach Worker
Government of Yukon
Whitehorse, YT
- Full-time
Reporting to the Supervisor of Community Outreach Services (COS), the position is based in the Whitehorse Public Library as a part of a collaboration between the Departments of Health and…
Added 4 hours ago
TA
Director, Financial Planning & Analysis and Capital Investment - International Division-FR
Top Aces
Dorval, QC
- Full-time
…the next generation of combat leaders by living our values of Service, Integrity, Excellence, and Together every…
Added 10 hours ago
Land Use Agent
Hydro One Networks Inc
Markham, ON
Meet with client groups to receive and assess work assignments, conduct field checks and investigations, advise Supervisor and/or client representatives of particularly difficult property…
Added 10 hours ago
Manager, Fire Prevention and Preparedness
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
…TCHC. In doing so, the incumbent will be required to adopt a client-centric service model, while fostering strategic partnerships with internal partners and external agencies, while…
Added 11 hours ago
BT
Supervisor, Audit and Assurance
Baker Tilly Canada
Courtice, ON
- Full-time
Strong commitment to professional client service excellence.
Added 11 hours ago
S
Operations Consultant - Full Time
Sephora
NB · Saint John, NB
- $17.65 to $22.05 CAD / hour
- Full-time
1-2 years of retail/client service industry experience, preferably in a stockroom capacity.
Added 13 hours ago
C
Security Technician - Saskatoon Region
Convergint
Saskatoon, SK · CA SK Saskatoon
- Full-time
Responds on client sites to a variety of customer service calls, scheduled maintenance calls, and emergency and after-hours calls on a timely basis; will diagnose, troubleshoot, repair and…
Added 13 hours ago
C
CCQ Security Technician
Convergint
Ottawa, ON · CA ON Ottawa
- Full-time
Responds on client sites to a variety of customer service calls, scheduled maintenance calls, and emergency and after-hours calls on a timely basis; will diagnose, troubleshoot, repair and…
Added 13 hours ago
C
Facilities Building Operator - FIFO 14/14
Convergint
Mississauga, ON · CA AB Suncor
- Full-time
Under the direction of the Lead Building Operator and on-site Client Supervisor perform minor maintenance functions for HVAC and plumbing issues. Use hand tools and power tools as required.
Added 13 hours ago
C
Journeyman Carpenter - FIFO 14/14
Convergint
Fort McMurray, AB · CA AB Suncor
- Full-time
…duties for the Journeyperson Carpenter include responding to service requests from building occupants, completing routine maintenance, performing planned inspections, coordinating with…
Added 13 hours ago
CF
Acting Shift Supervisor
Canadian Forces Morale and Welfare Services (CFMWS)
Saint-Gabriel-de-Valcartier, QC · Valcartier
- Part-time
As a Shift Supervisor, you provide retail services to a unique client base - members of the Canadian Armed Forces (CAF) and in assisting them, you are helping your community. You deal with…
Added 14 hours ago
A
Bilingual Supervisor, Transfers
Aviso
Toronto, ON
- $83,000 to $100,000 CAD / year
- Full-time
We're looking for a Bilingual Supervisor, Transfers to join our Operations team.

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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