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Added 4 mins ago
AM
Pre-Planning Director
Arbor Memorial Inc.
AB · Edmonton, AB
- Full-time
Reporting to the Branch Manager, you will be responsible for promoting and providing funeral and cemetery pre-planning by contacting and meeting clients to pre-arrange their funerals and…
Added 4 mins ago
AM
Pre-Planning Director
Arbor Memorial Inc.
Burlington, ON
- Full-time
Reporting to the Branch Manager, you will be responsible for promoting funeral and cemetery pre-planning options within the community.
Added 34 mins ago
AH
Health Care Aide - Transition Care Unit
Alberta Health Services
Grande Prairie, AB
- Temporary
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Manager, Insurance Financial Control
Royal Bank of Canada
Mississauga, ON
- Full-time
As the Manager, Insurance Financial Control within our Insurance Finance group, the successful candidate will support the General Ledger Attestation process ensuring the effective design…
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VM
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Alberta
Venture Media
Calgary, AB
- From $60,000 CAD / year
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Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
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Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
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Vancouver, BC
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Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Ontario
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Toronto, ON
- From $60,000 CAD / year
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SENIOR COMMERCIAL ACCOUNT MANAGER - Kelowna
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Kelowna, BC
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Private Banking Associate
Royal Bank of Canada
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- Full-time
As a key member of the client relationship team, the Private Banking Associate in the International Private Banking team is responsible for developing sales and service solutions through…
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Client Advisor
Royal Bank of Canada
Stephenville, NL
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 3 hours ago
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Client Advisor Intern
Royal Bank of Canada
Windsor, ON
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
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Senior Relationship Manager, Commercial Financial Services
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Halifax, NS
- Full-time
…solutions tailored for individual needs. You are a key member of a Client Relationship Team and your deeply collaborative and client-centric nature allow you to coordinate with multiple…
Added 4 hours ago
NA
Client Manager, Personal Insurance
NFP, an Aon company (Canada)
Vaughan, ON
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…services you need, when you need them. We’re looking for a Client Manager who will leverage their industry knowledge and expertise to provide front-line counselling to our clients about…
Added 4 hours ago
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Office Administrator, Student Supports & Admissions
Saskatchewan Indian Institute of Technologies (SIIT)
Saskatoon, SK
- Full-time
…Saskatchewan's economic future. You can contribute to that success while building your…
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Client Manager, Commercial Agriculture & Equine
NFP, an Aon company (Canada)
Windsor, ON
- Full-time
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OCCT-Occupational Therapist
Lifemark Health Group
Kamloops, BC
- $45 to $70 CAD / hour
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OCCT-Occupational Therapist
Lifemark Health Group
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OCCT-Occupational Therapist
Lifemark Health Group
Victoria, BC
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OCCT-Occupational Therapist
Lifemark Health Group
Kelowna, BC
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OCCT-Occupational Therapist
Lifemark Health Group
Vancouver, BC
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OCCT-Occupational Therapist
Lifemark Health Group
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OCCT-Occupational Therapist
Lifemark Health Group
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Added 5 hours ago
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Salesforce Release Engineer
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Toronto, ON
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As a Salesforce Release Manager, you will make an impact by leading and coordinating enterprise application releases across Salesforce, MuleSoft, nCino, and integrated applications while…
Added 5 hours ago
C
Service delivery Manager
CGI
Toronto, ON
- Full-time
This role is hybrid and requires you to be at our downtown Toronto and/or Client office at a minimum 2 days per week subject to change at any time.
Added 5 hours ago
C
Analyste de conformité LBA/FT
CGI
Montreal, QC
- Full-time
Perform any other duties assigned by the manager.

Scotiabank

Estate Specialist

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

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Job details

Apply by: Nov 10, 2026
Posting language: English
Posted: Nov 2, 2026

Original job description

Requisition ID: 274964

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

Contributes to the overall success of the Estate Department, Investment Support 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.
Understand how the Bank’s risk appetite and risk culture should be considered 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.
Champions a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communicating vison/values/business strategy and managing succession and development planning for the team.

Dimensions

Service all Domestic branches and customers: Nationwide

Products:

Registered Plans
Mutual Funds
GICs

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
Knowledge in 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 in Systems: RPM SSUI, IPUI, AS400 Image, Intralink, Sales Builder, TLS, SAM Credit Applications
Knowledge in Regulatory: MFDA, BNS, SSI
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.
Well develop 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.

Working Condition:

Work in a standard office-based environment; non-standard hours are a common occurrence. Limited travel domestically.
Operational hours: 8:00 am – 8:00 pm EST Monday – Friday

Location(s): Canada : Ontario : Mississauga || Canada : Ontario : Stratford

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.

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More about this job

Responsibilities

The Estate Specialist provides guidance on estate settlement processes while ensuring compliance with bank policies and government regulations. They also support team operations through training, process improvements, and identifying business development opportunities.

Requirements

Candidates must have post-secondary education and expert knowledge of mutual funds, registered accounts, and retail banking products. Proficiency in specific banking systems and strong communication skills are essential for this role.

Skills

Estate administration
Customer service
Financial products knowledge
Regulatory compliance
Risk management
Communication skills
Interpersonal skills
Training
Business development
Problem solving
Data accuracy
Microsoft Office
Banking operations
Lending processes
Investment processes

Visa sponsorship

Not detected in the job text

Keywords

Estate administration
Mutual funds
Registered plans
RRIF
LRIF
PRIF
LIRA
RRSP
RDSP
RESP
Retail banking
Lending products
Regulatory compliance
AML
ATF
Risk management
Operational risk
Business development
Customer experience
Microsoft Office
AS400
MFDA
BNS
SSI
Financial services

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