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Added 10 mins ago
S
13621- Employer Specialist
S.U.C.C.E.S.S.
Burnaby, BC
- Part-time
- Temporary
…The Employer Specialist works collaboratively with the Case Manager to support youths in obtaining successful and sustainable…
Added 10 mins ago
CA
Coordinator, Information Management
CANADIAN AIR TRANSPORT SECURITY AUTHORITY
Ottawa, ON
- Temporary
The Coordinator, Information Management, reporting to the General Manager, Corporate Security, Facilities and Information is responsible for providing day-to-day delivery and support of…
Added 10 mins ago
TM
Leasing Agent
Tribe Management inc
Toronto, ON
- $50,000 to $55,000 CAD / year
- Full-time
DMS, Division of Tribe Management Inc., is one of Canada's premiere real estate services companies managing a wide range of property types providing tenants and landlords with superior…
Added 10 mins ago
S
Project Manager II
Septodont
Cambridge, ON
- Full-time
We have an opportunity for a Project Manager II.
Added 10 mins ago
Project Manager - Nuclear Services
E.S. FOX LIMITED
Pickering, ON
Our Nuclear Services team, based in Pickering and the Durham Region, is looking for a Project Manager to join our team.
Added 10 mins ago
Senior Manager, Business Banking Advisory - Tangerine
Scotiabank
Toronto, ON
The Senior Manager, Business Advisory acts as a strategic advisor to the Director Product, Platform & Proposition, Tangerine Business and leadership team, providing small business,…
Added 10 mins ago
Associate, Real Estate Banking, Commercial Banking - North York, ON
Scotiabank
Toronto, ON · North York, ON
Strong interpersonal and communication skills are essential to this position. The Account Manager must be able to effectively articulate views both within the Bank and externally in the…
Added 10 mins ago
Scotia Wealth Insurance Services Regional Director, Central Canada
Scotiabank
Toronto, ON
…Wealth strategy. The individual is a strong leader and people manager, responsible for managing a team of highly skilled senior insurance professionals, attracting and retaining top talent…
Added 10 mins ago
Social Worker 2 - Downtown West FACT
CAMH
Toronto, ON
…the Downtown West Clinic Outpatient team. Reporting to the Manager, you will be a member of an active outpatient team member working with people with severe and persistent mental illness.…
Added 25 mins ago
GC
Insurance Broker
Gifford Carr
Sudbury, ON
- Full-time
…businesses. As an independent insurance brokerage and financial services firm, the organization prioritizes clients’ best interests with access to a wide array of carriers and solutions…
Added 25 mins ago
GT
Consultant, Site Reliability Engineering
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $65 to $72 CAD / hour
- Contract
As a member of the client's Application Reliability Engineering Platform team, the Consultant, Site Reliability Engineering will play a key role in Digital and Client Experience Technology…
Added 25 mins ago
EI
Municipal Engineer - Major Projects
Egis in Canada
Toronto, ON
- $95,000 to $130,000 CAD / year
- Full-time
…multidisciplinary project teams and reporting to a Project Manager, the role is responsible for roadway and municipal engineering design across provincial and municipal jurisdictions,…
Added 25 mins ago
IS
AI Solutions Architect
Iris Software Inc.
Toronto, ON
- Contract
Iris’s leading financial client is looking for AI Solutions Architect to join their team at Toronto, ON(Hybrid) location.
Added 25 mins ago
UO
Microsoft Platform Analyst
University of Manitoba
Winnipeg, MB
- $60,205.6 to $86,850.4 CAD / year
- Full-time
Under the direction of senior Technology Services staff, contributes to the review of requirements/specifications and/or client requests for new solutions or changes to existing solutions.
Added 25 mins ago
FT
CAC052: Release / Class Spclst
FedEx Trade Networks Transport and Brokerage
Toronto, ON
- $43,338 to $67,715 CAD / year
- Full-time
Updates 1Source and FXG Hit list databases with clearance and client information
Added 25 mins ago
Speech Language Pathologist
Winnipeg Regional Health Authority
Selkirk, MB
Under the direction of the Regional Manager Allied Health, the Speech-Language Pathologist (Adult) (“SLP-A”) is responsible for the coordination and provision of Speech-Language Pathology…
Added 25 mins ago
FC
Senior VDC Manager
FLINT Corp.
Alexis Whitecourt 232, AB · Whitecourt, Alberta
- Full-time
…including construction, maintenance, fabrication, and environmental services. Committed to safety and quality, we foster a workplace culture that values innovation and sustainability. With…
Added 25 mins ago
T
Bilingual Insurance Advisor
TD
Dieppe, NB · Moncton, NB · Riverview, NB
- Full-time
Promote and offer full suite of products, advice, services and banking capabilities
Added 25 mins ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 25 mins ago
SL
Business Development Partner
Sun Life
Moncton, NB
- Full-time
…growth, by supporting them in building a holistic financial services practice that includes life and health insurance and wealth products. You’ll report to the District Manager (DM) and…
Added 25 mins ago
Nuclear Services Tech
ATS Automation
Cambridge, ON
Works with the ATS design and assembly team, project manager, and the customer to develop, test, and implement system solutions, including prototype equipment, that meet the customer's…
Added 25 mins ago
W
Personal Support Worker - 12 month contract
WNHAC
Kenora, ON
- Contract
This position provides personal support services to home care clients, under the clinical supervision of a Home Care Nurse. Functional supervision will be the designated WNHAC…
Added 25 mins ago
A
Supply Chain Manager
Amico
Toronto, ON · North York, ON
- Full-time
The Supply Chain Manager is responsible for leading and supporting a team of Buyers and Logistics personnel for all phases of the Ontario Line Elevated Guideway and Stations project. You…
Added 25 mins ago
C
Branch Administrator Wood Gundy
CIBC
Toronto, ON
- Full-time
…consistent demonstration of high levels of internal and external client service, adherence to compliance and audit requirements and maintenance of branch…
Added 40 mins ago
T
Vaughan Mills Assistant Manager
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Vaughan, ON
- Full-time
As part of our Retail team, the Assistant Manager is responsible for creating a client experience that accurately reflects the ethos of our brand while building and maintaining strong…

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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