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Added 9 mins ago
BU
Senior Lab Demonstrator, Computer Science
Brock University
St. Catharines, ON · Main Campus (Employees)
- Full-time
…Demonstrator coordinates instructional support, laboratory operations, assessment activities, and teaching assistant resources for undergraduate Computer Science courses. Working…
Added 9 mins ago
W
Administrative Assistant
Walker
Woodbridge, ON
- Full-time
Serves as the centralized resource for GTS vendor invoice reconciliation. Once a PO has been received by the Operations Manager at the shop level, reconciles vendor invoices against the…
Added 9 mins ago
ON
Operating Practices Officer
Ontario Northland
Cochrane, ON
- $100,412 to $118,114 CAD / year
- Full-time
The Operating Practices Officer is responsible for the design, delivery, administration, and continuous improvement of Canadian Rail Operating Rules (CROR), Transportation of Dangerous…
Added 9 mins ago
TO
Operations Technologist
Town of Tillsonburg
Tillsonburg, ON
- $45.73 to $53.5 CAD / hour
- Full-time
Town of Tillsonburg is looking for an enthusiastic Operations Technologist, who will oversee the day-to-day activities associated with capital construction projects, prepare contracts,…
Added 9 mins ago
B
Junior Cybersecurity Intern, Winter 2027 (Co-op/Internship) - 4 Months
BMO
Toronto, ON · Sainte-Catherine, QC · FCP
- Full-time
Experience in information security or with systems and computer operations (e.g. Identity & Access Management, IT operations, Certification & Key Management, Security Platform…
Added 9 mins ago
R
Gestionnaire de projets stratégiques de la chaîne d’approvisionnement / Project Manager Strategic Supply Chain Projects
RTX
Longueuil, QC
- Full-time
…passagers et de marchandises aux services médicaux d’urgence, aux opérations humanitaires et à la lutte contre les feux de forêt, partout dans le…
Added 24 mins ago
CS
Program Manager
Canadian Society of Physician Leaders
Ottawa, ON
- Full-time
The Program Manager coordinates and supports the operations of several of CSPL's signature programs. Reporting to the Executive Director, this role manages the Canadian Certified Physician…
Added 24 mins ago
NB
Loan Syndication Agency Advisor
National Bank of Canada
Montreal, QC
- Full-time
Develop and promote best practices within Operations – large commercial Banking (OCB), particularly through training, co-development and improvement of procedures
Added 24 mins ago
R
Stagiaire en logistique d'entreposage - Hiver 2027 | Operations Logistics Internship – Winter 2027
RTX
Longueuil, QC
- Full-time
Étude en cours en gestion des opérations, de la logistique, de la chaine d’approvisionnement, d’intelligence d’affaire, en administration des affaires ou en génie Industriel
Added 24 mins ago
M
Project Manager, Lakeshore West Construction Management
Metrolinx
Canada
- Full-time
Our Stations Lakeshores Construction Management Office is seeking to hire a Project Manager to support the delivery of transit facilities across the Stations Lakeshores portfolio. The…
Added 24 mins ago
E
Administrator/General Manager/Executive Director
Extendicare
Maple, ON · Sherwood Court
- Full-time
Added 24 mins ago
SB
Warehouse Supervisor
Sleeman Breweries Ltd.
Vernon, BC
- Full-time
Reporting to the Warehouse Manager, the Warehouse Supervisor is responsible for leading a team of hourly employees to ensure warehouse operations run efficiently, safely, and on schedule.…
Added 24 mins ago
C
Receptionist/Concierge
Chartwell
Vernon, BC
- Part-time
…clerical and receptionist duties associated with the daily operations at the residence, while consistently maintaining a safe and secure environment. As an employee of Chartwell, you can…
Added 24 mins ago
R
Manager, Business Management & Optimization
RBC
Toronto, ON
- Full-time
Ability to influence strategy and shape the future of Fund Administration operations
Added 39 mins ago
AC
Project Manager & Org Change Management Specialist
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Winnipeg, MB
- Full-time
Reporting to the Manager, Project Management, the PM/OCM Specialist is responsible for leading and supporting Organization Change Management (OCM) activities, along with managing a mix of…
Added 39 mins ago
SW
Lobby Experience Team Keyholder
Science World
Vancouver, BC
- Part-time
Reports to: Visitor Experience Manager, Lobby & Membership
Added 39 mins ago
SW
Lobby Experience Team Keyholder
Science World
Vancouver, BC
- Full-time
Reports to: Visitor Experience Manager, Lobby & Membership
Added 39 mins ago
S
Pharmacy Manager
Save-On-Foods
Calgary, AB · Trans Canada - Calgary AB
- Full-time
We are hiring for a Pharmacy Manager at our Trans Canada location in Calgary, AB.
Added 39 mins ago
CC
Assistant Manager, Banquets & Catering
Compass Canada
Winnipeg, MB
- Full-time
The Assistant Manager, Banquets & Catering will be responsible for managing the operations and maintaining profitable banquets while achieving revenue targets and meeting budgeted margins.…
Added 39 mins ago
CH
Clinical Supervisor - Winnipeg/Portage La Prairie
CBI Home Health
Winnipeg, MB
- Full-time
…include assisting in thorough intake assessments, as requested by Operations or Clinical teams to ensure that our facilities and capabilities are in alignment with individuals’ needs,…
Added 39 mins ago
UH
Senior Financial Business Manager
University Health Network
Toronto, ON
- Full-time
The Senior Finance Business Manager is responsible for leading Altum Health’s financial planning, reporting, billing operations, and business analysis functions. This role provides…
Added 39 mins ago
HG
DC Facilities Technician
H&M Group
Ajax, ON
- Full-time
…skills and a collaborative mindset to support efficient DC…
Added 39 mins ago
AI
Procurement Support Coordinator
American Iron and Metal
Montreal, QC
- Full-time
The Procurement Support Coordinator, reporting to Manager, Procurement Support Operations, is responsible for providing administrative and operational support to the procurement function.…
Added 54 mins ago
CO
Manager SIPA (Official Plan and Legislation)
City of Toronto
Toronto, ON
- Full-time
As a people leader, the Manager is responsible for motivating, developing, and training staff, fostering an environment that values effective teamwork, continuous learning, and innovation.…
Added 54 mins ago
DL
Law Firm Office Manager
DIMIC LAW
Calgary, AB
- Contract
Dimic Law is seeking an experienced, hands-on law firm office manager to lead administrative operations, coach and hold support staff accountable, maintain reliable firm systems, and take…

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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