Find work in Canada.

520,031 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 12 mins ago
B
Senior Analyst, Data Analytics & Automation Solutions
BMO
Toronto, ON · FCP
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 12 mins ago
IF
Analyste en intelligence d'affaires - Expérience client et conseiller
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…segmentation et l’analyse des parcours. La connaissance de Google Tag Manager constitue un…
Added 12 mins ago
Assurance - Intermediate Associate, Accounting & Assurance
Segal GCSE LLP
Toronto, ON
Industry: Professional Services (Audit, Tax, Advisory)
Added 12 mins ago
Assurance - Intermediate Associate, Accounting & Assurance
Segal GCSE LLP
Toronto, ON
Industry: Professional Services (Audit, Tax, Advisory)
Added 12 mins ago
H
Executive Director
HealthCareersInSask.ca
Cupar, SK
- Full-time
…and continued quality relevancy of the Facility’s integrated services and programs within scope of an operating budget and policies/procedures approved by the Board of Cupar & District…
Added 12 mins ago
Finance Strategic Business Advisor
University of Saskatchewan
Saskatoon, SK
…implement broader Administration initiatives. Reporting to the Manager, Finance Advisory Services, the SBA is a strategic finance partner, providing support to leadership in colleges or…
Added 12 mins ago
S
Project Manager 2, BCCA
Sanya’k̓ula
Vancouver, BC
- Full-time
In accordance with the Mission, Vision and Values, and strategic directions of Provincial Health Services Authority patient safety is a priority and a responsibility shared by everyone at…
Added 14 mins ago
CB
Assistant manager - food services
Canopy by Hilton Toronto Yorkville
Toronto, ON
- From $36 CAD / hour
- Full-time
- On-site
Health benefits, Financial benefits, Other benefits
Added 27 mins ago
R
Investment Funds Advisor Assistant
RBC
Vancouver, BC
- Full-time
Involved in asset mix analysis, and rebalancing the portfolio ( with Manager’s approval ) where required
Added 27 mins ago
LS
MARINE DIVISION MANAGER
Landmark Solutions
Salmon Arm, BC
- Full-time
Landmark Solutions Ltd. (Landmark) is growing and we’re seeking an experienced Marine Division Manager to lead our Marine Division and manage the delivery of marine and waterfront projects.…
Added 27 mins ago
LS
CIVIL CONSTRUCTION PROJECT MANAGER
Landmark Solutions
Salmon Arm, BC
- Full-time
Landmark Solutions Ltd. (Landmark) is growing, and we’re looking for a Civil Construction Project Manager to help build what comes next. Join a team that values practical expertise, fresh…
Added 27 mins ago
R
Senior Software Development Engineer, Customer Success Engineering
Remitly
Burnaby, BC
- Full-time
…who are united by our vision to transform lives with trusted financial services that transcend…
Added 27 mins ago
M
Loss Prevention Manager
Marriott
Toronto, ON
- Full-time
…recommendations for improvement), electronic key system and manager on duties…
Added 27 mins ago
PW
Community and Special Projects Coordinator
Pavilion Women's Centre
Haileybury, ON
- Full-time
- Temporary
Maintain committee financial reports with the Finance Manager
Added 27 mins ago
R
Project Manager - AdFarm
RR46
Calgary, AB
- Full-time
Book meeting with Account Manager after completion of project to review financial tracking against billings.
Added 27 mins ago
T
Project Manager
Thales
Ottawa, ON
- Full-time
Thales has a vacancy for a Project Manager (PM) who will be responsible for the delivery of the assigned project, its business rhythm and all associated governance aspects in order to…
Added 27 mins ago
SL
Manager, Finance Automation
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
If you have a background in consulting, financial services, insurance, technology or transformation, this role is built for you. You’ll apply your experience working with business partners…
Added 27 mins ago
SL
Director, Compliance - SLC Management
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
…of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that…
Added 27 mins ago
SL
Senior Associate, Financial Controls - SLC Management
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
…of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that…
Added 27 mins ago
SM
Senior Associate, Financial Controls - SLC Management
SLC Management
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
…of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that…
Added 27 mins ago
SM
Director, Compliance - SLC Management
SLC Management
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
…of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that…
Added 27 mins ago
M
Sr. Manager, Workforce Readiness
McKesson
Mississauga, ON
- Full-time
…healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of…
Added 27 mins ago
TC
Aexeo Onboarding - Vice President
The Citco Group Limited
Halifax, NS
- Full-time
Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under…
Added 27 mins ago
SS
Health Care Aide | Permanent Part Time Days
Sienna Senior Living
Fort Saskatchewan, AB
- Part-time
Reporting to a Wellness Manager, the Health Care Aide is a critical role within our communities as it impacts the lives of residents.
Added 42 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Toronto, ON · North York Thrift Store
- Part-time
Internal: Store Manager, Corps Officer(s), volunteers, staff

Aviso

Estates Administrator, Temporary

Vancouver, BC, Canada

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

Apply About employer

Applications open in a new tab.

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

Apply About employer

More about this job

Responsibilities

Process estate settlements, spousal rollovers, account cash-outs, date-of-death reviews, and tax documents for registered and non-registered accounts. Maintain current procedures and regulatory checklists, address estate-related inquiries, monitor workload and backlogs, and recommend process improvements.

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, organizational, and customer service skills, attention to detail, Microsoft Office knowledge, and familiarity with relevant Canadian regulatory requirements; Dataphile experience and French are assets.

Skills

Estate Settlements
Tax Reporting
Registered Plans
Financial Operations
Regulatory Compliance
Analytical Skills
Problem Solving
Quality Assurance
Customer Service
Time Management
Organization
Microsoft Office
Dataphile
Written And Spoken English
Teamwork

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

Report this job