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Added 5 mins ago
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New Accounts Administrator
Aviso
Vancouver, BC
- $46,000 to $55,000 CAD / year
- Full-time
…and the incumbent will be expected to contribute to and/or support ideas for improved…
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T
Customer Success Manager, North America
tripstack
Vancouver, BC
- Full-time
…including payments, fraud prevention, pricing, and customer support. As a world leader in virtual interlining technology, Tripstack connects non-partner, low-cost and full-service carriers,…
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Intern, Project Manager (Winter 2027)
Bombardier
Dorval, QC
- Volunteer
Participate in the development and implementation of new management and information technology tools.
Added 5 mins ago
TH
Tool Rental Sales Part Time - LONDON N
The Home Depot Canada
London, ON
- Part-time
…have an emphasis on department and product knowledge, provide information on product features and are familiar with related items in order to sell an entire project. Associates in this…
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TH
Receiving Associate Full-Time - 7244 Huntsville
The Home Depot Canada
Huntsville, ON
- Full-time
…(Rough Goods Receipt)/DGR (Detail Goods Receipt) and enter information about incoming merchandise into the stores’ system using the tools provided (e.g., First Phone). All Receiving…
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TH
Tool Rental Sales Associate - Part Time (Collingwood)
The Home Depot Canada
Collingwood, ON
- Part-time
…have an emphasis on department and product knowledge, provide information on product features and are familiar with related items in order to sell an entire project. Associates in this…
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Business Intelligence and Reporting Analyst
TD
Toronto, ON · Montreal, QC
- Full-time
· Conduct root-cause and impact analysis of operational or risk-related issues by connecting information across datasets, systems and business processes.
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Business Systems Analyst III
TD
Toronto, ON
- Full-time
The Business Systems Analyst (BSA) provides systems analysis and operational support for business-critical applications within Investment Management Technology. The role works closely with…
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Software Engineer II
TD
Toronto, ON
- Full-time
…application security, production readiness, and operational…
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AI Enablement Manager
BMO
Toronto, ON · BMOPLACE
- Full-time
Coordinates activities across business, technology, governance, risk, and other enabling partners, including required documentation, reviews, and readiness activities, to address…
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Student Accessibility Case Manager, Part-time
Brock University
St. Catharines, ON · Main Campus (Employees)
- Part-time
Coordinate accommodations such as accessible course materials, testing accommodations, assistive technology, note-taking support, interpreters, captioning, and other disability-related…
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BU
Student Accessiblity Case Manager
Brock University
St. Catharines, ON · Main Campus (Employees)
- Full-time
Coordinate accommodations such as accessible course materials, testing accommodations, assistive technology, note-taking support, interpreters, captioning, and other disability-related…
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AI Development Manager
Boeing
Richmond, BC · Vancouver, BC · CAN - Richmond, Canada
- Full-time
Boeing Vancouver is seeking an AI Development Manager to join the Boeing Global Services (BGS) - Digital Services Technology organization, reporting to the Senior Manager of AI & Analytics.
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TH
Pro Sales Associate Full Time (CARLETON PLACE)
The Home Depot Canada
Carleton Place, ON
- Full-time
Creates customer quotes and processes fax, phone and counter orders quickly and accurately. Communicates order information to Pullers and Delivery Will Call Coordinators accurately so that…
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TH
Head Cashier - Full Time (Carleton Place)
The Home Depot Canada
Carleton Place, ON
- Full-time
Provide associates with the training, information, tools, coaching, guidance, encouragement and recognition needed to meet expectations and/or take on higher levels of responsibility.
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TH
Loss Prevention Specialist Full Time- 6 Month Contract (WHITBY NORTH)
The Home Depot Canada
Brooklin, ON
- Full-time
…APS must demonstrate integrity at all times, respond to and support key AP and operational concerns of all associates and remain focused on store specific business…
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TH
Paint Sales Part Time - MISSISSAUGA S
The Home Depot Canada
Mississauga, ON
- Part-time
…have an emphasis on department and product knowledge, provide information on product features and are familiar with related items in order to sell an entire project. Associates in this…
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TH
Kitchen & Bath Sales Part Time - LONDON N
The Home Depot Canada
London, ON
- Part-time
…have an emphasis on department and product knowledge, provide information on product features and are familiar with related items in order to sell an entire project. Associates in this…
Added 5 mins ago
TH
Plumbing & Electrical Sales Part Time - LONDON N
The Home Depot Canada
London, ON
- Part-time
…have an emphasis on department and product knowledge, provide information on product features and are familiar with related items in order to sell an entire project. Associates in this…
Added 5 mins ago
TH
Paint Sales Part Time - WATERLOO
The Home Depot Canada
Waterloo, ON
- Part-time
…have an emphasis on department and product knowledge, provide information on product features and are familiar with related items in order to sell an entire project. Associates in this…
Added 5 mins ago
TH
Loss Prevention Specialist Full Time
The Home Depot Canada
Mississauga, ON
- Full-time
…APS must demonstrate integrity at all times, respond to and support key AP and operational concerns of all associates and remain focused on store specific business…
Added 5 mins ago
T
Customer Success Manager, North America
tripstack
Toronto, ON
- Full-time
…including payments, fraud prevention, pricing, and customer support. As a world leader in virtual interlining technology, Tripstack connects non-partner, low-cost and full-service carriers,…
Added 5 mins ago
P
HR & Talent Acquisition Specialist
Perennial
Toronto, ON
- Full-time
FH Health is a health-tech company founded by technology entrepreneurs to support Canada’s pandemic response. Since then, we have evolved into a growing healthcare organization that…
Added 5 mins ago
TH
Loss Prevention Specialist Full Time
The Home Depot Canada
Toronto, ON · Etobicoke, ON
- Full-time
…retail fraud. They will assist the District Asset Protection Manager (DAPM) with internal investigations, AP walks, assist CIT (Central Investigations) with high level organized crime. The…
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TH
Plumbing Sales Part Time - ETOBICOKE S
The Home Depot Canada
Toronto, ON · Etobicoke, ON
- Part-time
…have an emphasis on department and product knowledge, provide information on product features and are familiar with related items in order to sell an entire project. Associates in this…

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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