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Added 1 min ago
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Sales Development Representative
VendorPM
Toronto, ON
- $55,000 CAD / year
- Full-time
Interview process step 2: Interview with the Hiring manager
Added 1 min ago
PHARMACY OPERATIONS MANAGER
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PC
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- Full-time
The Account Manager role manages a portfolio of commercial lending and deposit relationships, supporting business members with diverse and often complex financial needs. This role builds…
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PC
Senior Account Manager
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O'leary, PE
- Full-time
The Senior Account Manager manages a complex portfolio of commercial lending and deposit relationships, partnering with business owners to understand their goals and navigate their evolving…
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BH
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- Full-time
Reporting to the Clinical Manager, you will be responsible for all aspects of physiotherapy treatment and care of patients.
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SF
Program Assistant, StFX Online
St. Francis Xavier University
Antigonish, NS
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Assistant Store Manager
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PT SALES ASSOCIATE - CALL IT SPRING - TSAWWASSEN MILLS
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Reporting to the Store Manager, the Part-Time Sales Associate at ALDO is all about driving sales while creating a great in-store experience. You bring the energy, the style, and the…
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STOCK COORDINATOR - CALL IT SPRING - TSAWWASSEN MILLS
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Reporting to the Store Manager, the Part-Time Stock Coordinator keeps everything behind the scenes running smoothly. From staying on top of inventory to making sure the store is always…
Added 16 mins ago
IG
Release Manager
Insight Global
Toronto, ON
- $70 to $84 CAD / hour
- Contract
Experience coordinating complex releases across applications, platforms, teams, and vendors within regulated enterprise production environments.
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ON
Operating Practices Officer
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Cochrane, ON
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Proficiency with learning management systems (LMS) and Microsoft Office applications
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AC
Senior MES Quality Validation Specialist
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Toronto, ON
- Full-time
…creating an inclusive work environment. In this regard, we welcome applications from all qualified individuals, regardless of sex, sexual orientation, race, ethnicity, beliefs, age, marital…
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SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Communicates issues and concerns to the Manager.
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SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Communicates issues and concerns to the Manager.
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SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Communicates issues and concerns to the Manager.
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Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
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Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Communicates issues and concerns to the Manager.
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Construction Manager 3
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- $158,900 to $200,900 CAD / year
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IT Advisor (Cybersecurity Risk Advisor)
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Reporting to the Technology Cybersecurity Manager, the IT Advisor will conduct cybersecurity security reviews, risk, and compliance activities within the Technology KBU.
Added 16 mins ago
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Project Manager, Electrical Building
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Toronto, ON
- Full-time
…leadership ambition to BPA’s fast-growing Toronto team. As Project Manager, Electrical Engineering, you will take ownership of complex building projects, strengthen trusted client…
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Study Abroad Coordinator
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Calgary, AB · Greater Calgary Metropolitan Area
- Temporary
Work collaboratively with the Study Abroad Project Manager and International Centre team to support strategic objectives.
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Physical Therapist Degree Senior
HealthCareersInSask.ca
Regina, SK
- Full-time
Job Description: Reporting to a Manager/Rehabilitation Coordinator, the Senior Therapist is responsible for the planning, development, organization and delivery of therapy services within…
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Nurse A - Registered Nurse General Duty Nurse
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- Full-time
…care to clients. The Registered Nurse is responsible to the Manager of a designated…
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H
Nurse Practitioner
HealthCareersInSask.ca
Kipling, SK
- Full-time
…The position will report to and work under the direction of a manager in one of the designated program areas. Practicing within Saskatchewan Health Authority policies, CRNS standards, and…
Added 16 mins ago
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Nurse A - Registered Nurse General Duty Nurse
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Regina, SK
- Full-time
…care to clients. The Registered Nurse is responsible to the Manager of a designated…

Scotiabank

Estate Specialist

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

Apply About employer

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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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