Find work in Canada.

500,675 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 7 mins ago
TC
Salesforce Project Manager
Tata Consultancy Services
Waterloo, ON
- $90,000 to $100,000 CAD / year
- Full-time
Tata Consultancy Services (BSE: 532540, NSE: TCS) is the technology partner of choice for industry-leading organizations worldwide. Since its inception in 1968, TCS has upheld the highest…
Added 7 mins ago
L
EHS Specialist (Burnaby, BC – Hybrid)
LifeLabs
Burnaby, BC
- $68,126 to $86,861 CAD / year
For over 50 years, LifeLabs has been Canada’s leading provider of laboratory diagnostic information and digital health connectivity systems, enabling patients and healthcare practitioners…
Added 7 mins ago
CM
Case Manager - COAST (80-26)
Canadian Mental Health Association
Bracebridge, ON
- Full-time
…treatment for people with serious mental illness. The Case Manager with the COAST team is responsible for carrying out case management, psychosocial rehabilitation, crisis intervention and…
Added 7 mins ago
Senior Engineering Designer
Trench Group GmbH
Toronto, ON
Reporting to the Engineering Manager, the Senior Air Core Reactor Designer is a technical expert responsible for the design of Air-Core Coil products (air core reactors), covering…
Added 22 mins ago
Sales Manager, Canadian Armed Forces (CAF)
Octasic
Montreal, QC
Reporting to the Director Sales CAN and EMEA; Sales Manager, Canadian Armed Forces (CAF), is responsible for developing and executing Octasic's growth strategy across the Canadian defense…
Added 36 mins ago
AS
AWS Cloud Architect
Ardent SoftSol Inc.
Mississauga, ON
- $50 to $55 CAD / hour
- Contract
Bachelor's or Master's degree in Computer Science, Information Technology, Engineering, or a related field.
Added 36 mins ago
JG
AWS / API lead and Architect
J&M Group
Mississauga, ON
- Contract
Bachelor's or Master's degree in Computer Science, Information Technology, Engineering, or a related field.
Added 36 mins ago
O
Sales Manager, Canadian Armed Forces (CAF) / Directeur des ventes
Octasic
Ottawa, ON
- Full-time
Octasic is at the forefront of wireless technology in modern conflict environments. Through our low-power Software-Defined Radio (SDR) solutions, advanced signal processing, and…
Added 36 mins ago
CI
Manager, Finance
Canadian Institute for Safety, Wellness, and Performance (CISWP)
Cambridge, ON
- $115,000 to $130,000 CAD / year
- Full-time
…integrating applied research, workforce development, advanced technology, and evidence-informed practices in collaboration with partners to deliver measurable, real-world…
Added 1 hour ago
S
Absence, Time Tracking & Payroll Lead, BC Health Workday
Sanya’k̓ula
BC · British Columbia, Canada
- Full-time
Reporting to the Manager, Business Function Products, the Functional Lead is responsible for providing leadership within their assigned functional area for implementation of the new BC…
Added 1 hour ago
S
Senior Business Analyst, Business Functions, BC Health Workday
Sanya’k̓ula
BC · British Columbia, Canada
- Full-time
Reporting to the Manager, IT Product and Enterprise Architecture, the Senior Business Analyst is responsible for supporting the development and implementation of the BC Health Workday…
Added 1 hour ago
S
Manager, Business Function Products, BC Health Workday
Sanya’k̓ula
BC · British Columbia, Canada
- Full-time
Reporting to the Director, Business Function Products, the Manager will be responsible for their designated functionality / portfolio and ensuring that requirements for all the province’s…
Added 1 hour ago
SE
National Account Manager
Sony Electronics
Toronto, ON
- Full-time
Sony Electronics Inc. is looking for the risk-takers, the collaborators, the inspired and the inspirational. We want the people who are brave enough to work at the cutting edge and create…
Added 1 hour ago
PH
Reporting Architect, BC Health Workday
Provincial Health Services Authority
BC · British Columbia, Canada
- Full-time
Reporting to the Manager of Reporting and Dashboards, the Reporting Architect is responsible for governing the technical architecture and solution design to ensure alignment with enterprise…
Added 1 hour ago
PH
Client Care Coordinator
Provincial Health Services Authority
Vancouver, BC
- Full-time
Reporting to the Program Manager (PM) or designate, the Client Care Coordinator works collaboratively as part of an interdisciplinary team and within a trauma informed model of care and…
Added 2 hours ago
S
Organ Recovery Assistant, Organ Donation & Hospital Development - BC Transplant Society
Sanya’k̓ula
Vancouver, BC
- Part-time
Reporting to the Clinical Operations Manager, Organ Donation, the Organ Recovery Assistant (ORA) functions as an integral part of the Organ Donation and Hospital Development (ODHD) team.
Added 2 hours ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…execution of our internal audit framework built on an enterprise risk management governance model. You will be part of a global team and report to the Senior Manager; IT Audit located in…
Added 3 hours ago
TH
Project Manager| Temporary Full-Time|2085 Hurontario -CVH Dpt IS PMO
Trillium Health Partners
ON · ON, Canada
- Full-time
Reporting to the Manager PMO & Digital Planning this position plays an integral role in the successful delivery of Information & Digital Services projects within THP. The Project Manager…
Added 4 hours ago
BG
Project Manager Engineer (M/W)
BASSETTI Group
Montreal, QC
- Full-time
…solving industrial-context issues: management of industrial risk, production (maintenance, quality, etc.), regulatory compliance, PLM, information flows in factories, laboratories,…
Added 5 hours ago
EA Sports FC - Associate Quality Designer - FC Quality Verification
Electronic Arts
Vancouver, BC
This is a hybrid role, working at least 3 days a week in our Burnaby office. You will report to the Development Manager.
Added 6 hours ago
RFP Manager, Government (18-month Contract)
Geotab
Burnaby, BC · Oakville, ON
As an RFP Manager, your key area of responsibility will be delivering competitive, high-quality proposals to Geotab prospects and customers in both the commercial and government sectors.…
Added 6 hours ago
K
Senior Manager, Enterprise Core Services
KPMG
Abbotsford, BC · Chilliwack, BC · Langley (District), BC · Langley, British Columbia
- Full-time
KPMG's Assurance practice helps owner managed business clients manage risk so they can focus on their core businesses. By intimately understanding the client's business, we convert…
Added 8 hours ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
The Manager, Digital Solutions, is responsible for the delivery and ongoing management of the City’s enterprise applications, digital solutions, and data and information management…
Added 8 hours ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…execution of our internal audit framework built on an enterprise risk management governance model. You will be part of a global team and report to the Senior Manager; IT Audit located in…
Added 8 hours ago
TS
Director - Commercial Card - Senior Product Manager - Transaction Banking Product, TD Securities
TD Securities
Toronto, ON
- Full-time
The Commercial Card Senior Product Manager leads the strategy, development, launch, and ongoing management of the core Commercial Card portfolio. This role defines the product vision and…

Scotiabank

Estate Specialist

ON, Canada
Mississauga, ON, L4W 0B4, Canada

Apply About employer

Applications open in a new tab.

Job details

Apply by: Nov 3, 2026
Posting language: English
Posted: Oct 26, 2026

Original job description

Requisition ID: 276943

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Contributes to the overall success of the Estate COE in Canada ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Is this role right for you? - In this role you will:

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Leadership and Team collaboration to contribute to the effective functioning of the team by identifying unusual items and escalating accordingly; assisting with training of new team members; active participation in coaching, skill builds, huddles and brainstorming sessions; participation in consultation with partners for technology enhancements and process improvements to make it easier for customers to bank with us, while enabling a superior customer experience.
Provide insight, guidance and advice to customers on estate settlement process. Requires discovering of customer needs, actively listening and identification of opportunities for business development referrals to partners. Review of all incoming documentation and correction requests to ensure information is correct and actioned within bank policy and government legislation.
Develop and maintain expert knowledge of all aspects related to estates administration, including operational processes and procedures, as well as, day to day banking, lending and investment processes and procedures. As a sr. estates specialist, you are expected to support complex estates requiring a more personalized handling and client care to meet the best-in-class service standards. These estates usually have high asset values, a combination of personal and small business assets, multiple beneficiaries, intricate executorship structures, etc.
Support with estate referrals and escalations from executives and partners such as Legal, Escalated Customer Concerns Office etc,
Undertaking a balanced approach between client experience and requests with the Bank’s risk appetite and risk culture in day-to-day activities and decisions.
Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
Acting as leaders within the team, Champions a high-performance environment, supporting more junior team members though an inclusive work environment.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

Post-Secondary Education
Estates Administration Certification an asset
Mutual Fund Licensing (IFIC, CSC) an asset
Previous Estate Experience
Knowledge of the Following Products: Mutual Funds, Registered & Non-Registered Plans, Registered Accounts (RRIF, LRIF, PRIF, LIRA, RRSP, RDSP, RESP), Retail Deposit Products, Day-to-Day Banking, All Retail Lending Products
Knowledge of the Following Systems: RPM SSUI, IPUI, AS400 Image, Intralink, Sales Builder, TLS, SAM Credit Applications, Enterprise Complaint Management System (ECMS), Sole proprietorship products Regulatory: MFDA, BNS, SSI (an asset)
Working knowledge of web-based applications (Windows, MS Office, etc)
Key Performance Indicators: Accuracy, Productivity, SLA/OPC, Referrals to Wealth, Referrals to Branch Advisors.
Bilingual (French/English) desirable.
Ability to deal effectively with Branch/customer complaints, referring to a Manager/Supervisor where necessary, to ensure resolution is obtained to the complete satisfaction of all parties involved, the Customer, the Bank, and Customer Transaction Support department.
Excellent communication and interpersonal skills are essential as the incumbent interacts with all levels of staff, internal/external contacts, as well as, providing support and training to staff.

Dimensions

Deliver best in class service and guidance to executors and act independently while following specific policy and procedures to ensure compliance and achievement of the agreed objective
Act as buddy support for junior specialists
Exceptional situations/significant issues with potential impacts to Service Level Agreements, Risk, deliverables, and budget are referred to the Supervisor with recommendations/solutions as applicable.
A high degree of discretion and judgment is required to solve problems and make decisions that may significantly impact ongoing operations and exposure to risk.
Service all Domestic branches and customers:
- Nationwide
Products:
- Registered Plans
- Mutual Funds
- GICs
- Bank accounts
- Credit products
- Non-registered accounts
- Private banking accounts
- Sole proprietorship bank accounts

Working Conditions

Work in a standard office-based environment; non-standard hours are a common occurrence. Limited travel domestically.

Location(s): Canada : Ontario : Mississauga

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Apply About employer

More about this job

Responsibilities

Guide customers and executors through estate settlement, review and process documentation, and provide personalized support for complex estates. Collaborate with colleagues and partners, support junior team members, identify referrals, and ensure activities comply with bank policies, regulations, and risk controls.

Requirements

Post-secondary education and previous estate experience are requested; an estates administration certification and mutual fund licensing are assets. Candidates should have knowledge of banking, lending, investment products, estate processes, relevant systems, regulatory requirements, and strong communication and interpersonal skills.

Skills

Estate Administration
Estate Settlement
Customer Service
Documentation Review
Regulatory Compliance
Operational Risk Management
Anti-Money Laundering Compliance
Team Leadership
Coaching and Training
Problem-Solving
Communication
Mutual Funds
Registered Plans
Retail Banking
Complaint Resolution

Visa sponsorship

Not detected in the job text

Keywords

Estate Administration
Estate Settlement
Mutual Fund Licensing
IFIC
Canadian Securities Course
Mutual Funds
Registered Plans
RRIF
LRIF
PRIF
LIRA
RRSP
RDSP
RESP
Retail Deposit Products
Retail Lending
RPM SSUI
IPUI
AS400 Image
Intralink
Sales Builder
TLS
SAM Credit Applications
AML/ATF
Regulatory Compliance
Operational Risk Management
Customer Experience
Estate Referrals

Report this job