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Added 8 mins ago
Product Specialist - Individual Insurance
Wawanesa Insurance
Calgary, AB · AB · Vancouver, BC · Wawanesa, MB · Winnipeg, MB · Moncton, NB · Dartmouth, NS · Kitchener, ON · Ottawa, ON · Toronto, ON · ON · Montreal, QC · Hybrid - Canada, ON · Edmonton, AB (Hybrid), AB · North York - Toronto, ON (Hybr, ON
…provider of life insurance products; and Western Financial Group, a leading national distributor of personal and commercial…
Added 8 mins ago
Manager, Underwriting - Programs & Operations - WSI
Wawanesa Insurance
Toronto, ON · North York - Toronto, ON (Hybr, ON
WSI is a specialty insurer within the Wawanesa group of companies, helping Canadian organizations navigate complex risk to thrive in a changing world. Working closely with its distribution…
Added 8 mins ago
S
Project Controls Supervisor - Delivery Centre
Stantec
Fredericton, NB
- Full-time
Reporting to the Project Services Manager for Energy & Resources, the Project Controls Supervisor will play a key role in driving successful project delivery by leading a team that ensures…
Added 8 mins ago
Global Mobility - Expatriate Tax - Senior Manager - Toronto
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Added 8 mins ago
FB
Loan Administrator
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Toronto, ON
- Full-time
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Added 23 mins ago
Sales Support Manager - Montreal (m/f/d)
Nordex Group
Montreal, QC
The role of Sales Support Manager directly supports Nordex’s mission to develop and deliver clean power plants that make 100% renewable energy a reality for the world. As the Sales Support…
Added 38 mins ago
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Senior Analyst, Data Analytics & Automation Solutions
BMO
Toronto, ON · FCP
- Full-time
Documents data flow, systems and processes to improve the design, implementation and management of business/group processes.
Added 38 mins ago
IF
Analyste en intelligence d'affaires - Expérience client et conseiller
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- Full-time
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Added 38 mins ago
Finance Strategic Business Advisor
University of Saskatchewan
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Added 53 mins ago
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Manager, Finance Automation
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
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Added 53 mins ago
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Halifax, NS
- Full-time
…efficiencies and minimize risk. The VP is responsible for managing a group of Assistant Vice Presidents (AVP), training and development of staff, roll out of global best practice and…
Added 1 hour ago
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VIP BOH SUPERVISOR
Cineplex
Markham, ON · CPX Markham and VIP
- Part-time
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Added 1 hour ago
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Client Services Assistant
BMO
Newmarket, ON
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 1 hour ago
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Customer Service Representative
BMO
Corner Brook, NL
- Part-time
The above represents BMO Financial Group’s pay range and type.
Added 1 hour ago
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Customer Service Representative
BMO
North Vancouver, BC
- Part-time
The above represents BMO Financial Group’s pay range and type.
Added 1 hour ago
Senior Manager and Team Lead, Credit Risk, Retail
Scotiabank
ON · Mississauga, ON
The Senior Manager and Team Lead, Credit Risk leads a team within ACE and is accountable for translating business strategy into clear priorities, sustained operational performance and a…
Added 1 hour ago
AW
Estates Administrator, Temporary
Aviso Wealth
Remote, Canada
- $55,000 to $65,000 CAD / year
- Temporary
- Remote
Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within…
Added 1 hour ago
AW
Estates Administrator, Temporary
Aviso Wealth
Remote, Canada
- $55,000 to $65,000 CAD / year
- Temporary
- Remote
Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within…
Added 1 hour ago
IT Infrastructure Systems Specialist
Human Resources Department - NRT Technology Corp.
Toronto, ON
Microsoft Enterprise Systems: Analyze, implement and maintain Windows Server 2022/2025, Active Directory, Group Policy, DNS, DHCP, certificate services, Microsoft Entra ID, Microsoft 365,…
Added 1 hour ago
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Manager, Project Delivery
Metrolinx
Toronto, ON
- Full-time
Our Capital Projects Group workforce is made up of driven and dedicated professionals who care deeply about working together to deliver infrastructure and make a positive impact in our…
Added 1 hour ago
A
Estates Administrator, Temporary
Aviso
Vancouver, BC
- $55,000 to $65,000 CAD / year
- Temporary
Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within…
Added 1 hour ago
A
Estates Administrator, Temporary
Aviso
Toronto, ON
- $55,000 to $65,000 CAD / year
- Temporary
Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within…
Added 1 hour ago
R
Senior Relationship Manager, Retail Financial Services
RBC
Montreal, QC
- Full-time
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Added 2 hours ago
SL
District Manager
Sun Life
Levis, QC · Quebec, QC · Trois-Rivières, QC
- Full-time
The primary purpose of the District Manager (DM) is to lead the growth and productivity of the District. This is done by recruiting top talent, coaching and developing advisors and the…
Added 2 hours ago
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Mortgaga Specialist
BMO
Brampton, ON
- Full-time
Provides advice and guidance to assigned business/group on implementation of solutions.

Aviso

Estates Administrator, Temporary

Toronto, ON, Canada

$55,000 to $65,000 CAD / year · Temporary

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Job details

Pay: $55,000 to $65,000 CAD / year
Job type: Temporary
Apply by: Nov 27, 2026
Experience: Minimum of 2-3 years of experience in the financial industry, preferably in Estates, Registered Plans or Operations
Posting language: English
Posted: Oct 28, 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 are looking to fill an open role for an Estates Administrator to join our Operations Team for 6 months.

Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within the CIRO (formerly IIROC and MFDA) platforms and our trustee guidelines.

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 and where needed directly with the advisors for complex situations
Reviews current processes of CIRO (formerly IIROC and MFDA) 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: CIRO checklists, departmental procedures and manuals per trustee or regulatory changes
Remains current on CRA, Revenue Quebec, ESDC, civil code and trustee regulations through the review of legislation, press releases, and industry information bulletins
Perform estate settlement, spousal rollovers due to death, full cash out of plans, review date of death

Requirements

Your experience and skills:

Post-secondary education and/or equivalent experience
Minimum of 2-3 years of experience in the financial industry, preferably in Estates, Registered Plans or Operations
Industry knowledge of CIRO, CRA and Revenue Quebec rules and regulations (common and civil law) 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
Strong knowledge of Microsoft Office (Outlook, Excel, Word)
Knowledge and experience of Dataphile is an asset
Fluency (written and spoken) in English is required and bilingual skills in French are an asset.
Ability to work ET 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 - $65,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

#IND

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More about this job

Responsibilities

Process estate settlements, spousal rollovers, account cash-outs, date-of-death reviews, journal transactions, and estate tax documents while responding to related inquiries within deadlines. Maintain current procedures, checklists, and request channels; monitor backlogs, support colleagues and advisors, and recommend improvements while staying current with regulatory and trustee requirements.

Requirements

Requires post-secondary education or equivalent experience and 2–3 years of financial industry experience, preferably in estates, registered plans, or operations. Candidates should have strong analytical, problem-solving, accuracy, customer service, organizational, and time-management skills; knowledge of relevant Canadian regulations and Microsoft Office is expected, while Dataphile and French are assets.

Skills

Estate Settlements
Tax Reporting
Registered Plans
Financial Operations
CIRO Regulations
CRA Regulations
Revenue Quebec Regulations
Analytical Skills
Problem Solving
Quality Assurance
Customer Service
Time Management
Organization
Microsoft Office
Dataphile
English Fluency

Benefits

Health Benefits
Dental Benefits
Insurance Benefits
Vacation Time
Fitness Benefit
Parental Leave Top-Up
Learning And Development
Education Assistance
Social Events

Visa sponsorship

Not detected in the job text

Keywords

Estate Settlements
Estates Administration
Tax Reporting
Registered Accounts
Non-Registered Accounts
Spousal Rollovers
Date Of Death
Journal Processing
CIRO
IIROC
MFDA
CRA
Revenue Quebec
ESDC
Trustee Guidelines
Common Law
Civil Code
Operations
Quality Assurance
Regulatory Compliance
Microsoft Outlook
Microsoft Excel
Microsoft Word
Dataphile
Laserfiche
OSM
Customer Service
Process Improvement
Tax Documents

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