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Added 12 mins ago
EMAIL MARKETING SPECIALIST
Boutique La Vie En Rose
Montreal, QC
Reporting to the Email Marketing Manager, the Email Marketing Specialist contributes to the development, optimization, and performance of La Vie en Rose’s email campaigns to support sales…
Added 12 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Waterloo, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 12 mins ago
SD
Assistant Front Store Manager, Hourly Part Time Day
Shoppers Drug Mart
Waterloo, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 12 mins ago
Sales Associate
Laura Canada
Richmond, BC
The Laura Canada Sales Associate provides exemplary customer service to every client, has strong fashion awareness, is knowledgeable about our product and develops long-term relationships…
Added 12 mins ago
General Manager
Northland Properties
Castlegar, BC
Minimum of 2 years Hotel General Manager experience, or 3-4 years of Sales or Rooms Division Manager experience.
Added 12 mins ago
MANAGER
Boutique La Vie En Rose
Beloeil, QC
Under the supervision of the regional sales manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. Your…
Added 12 mins ago
SG
National Account Performance & Compliance Manager
Schindler Group
Toronto, ON
- Full-time
The National Accounts Operations & Performance Manager is responsible for supporting the execution, performance, and ongoing success of National and Key Account programs. This role works…
Added 12 mins ago
WP
Senior Project Manager
WINMAR® Property Restoration Specialists - Corporate
SK · Saskatchewan, Canada
- Full-time
The Senior Project Manager is the full financial owner of every assigned file, responsible for driving profitability from first notice of loss through final closeout. This role controls…
Added 12 mins ago
JW
Associate Shopper Marketing Manager
Jamieson Wellness Inc.
Toronto, ON
- $62,900 to $94,300 CAD / year
- Full-time
Lead cross-functional collaboration across teams: work closely with Sales and Commercial Excellence to align brand strategies with customer plans; partner with Finance on forecasting and…
Added 12 mins ago
SG
Digital Marketing & Creative Specialist
Sun Glow Window Covering Products of Canada LTD
Toronto, ON · Greater Toronto Area, Canada
- Full-time
This is a hands-on position for someone who enjoys combining creativity with technology and business development. You'll work across social media, graphic design, website content, digital…
Added 27 mins ago
L&
Retail Store Manager - Mississauga
Lindt & Sprüngli USA
Mississauga, ON · LCA - CAN - Retail - Mississauga - ON
- Full-time
We are looking for an enthusiastic and keen individual to fill the role of Retail Store Manager for our Lindt store in the Mississauga location. The ideal candidate must possess strong…
Added 27 mins ago
P
Broiler Business Manager
P&H
Cambridge, ON
- Full-time
We are seeking a Broiler Business Manager to join our New-Life Mills team. This role is responsible for leading and supporting sales staff for the broiler business in Southwestern Ontario.…
Added 27 mins ago
L&
Retail Store Manager - Mississauga
Lindt & Sprüngli (Canada), Inc
Mississauga, ON · LCA - CAN - Retail - Mississauga - ON
- Full-time
We are looking for an enthusiastic and keen individual to fill the role of Retail Store Manager for our Lindt store in the Mississauga location. The ideal candidate must possess strong…
Added 27 mins ago
CC
Finance Manager
Context Creative
Toronto, ON
- Full-time
We’re looking for a Finance Manager who loves when things balance, deadlines are met, and everyone has the information they need.
Added 27 mins ago
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Mortgage Specialist
BMO
Calgary, AB
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 27 mins ago
B
Vice President, Investment Banking - Metals and Mining
BMO
Toronto, ON · Vancouver, BC · FCP
- Full-time
…Miami, and the acquisition of Euroz Hartleys’ capital markets business in…
Added 27 mins ago
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AI Engineer
Trojan Technologies
London, ON
- $90,000 to $120,000 CAD / year
- Full-time
Partnering with the Data Engineering and Analytics Manager and business stakeholders to identify and prioritize high-impact AI opportunities.
Added 27 mins ago
D
Section Manager
Desjardins
Montreal, QC · Levis, QC · Trois-Rivières, QC · Granby, QC
- Full-time
…optimize work processes to manage a portion of a subset of sales and operations activities. You are responsible for overseeing your group’s service offer and for developing and implementing…
Added 27 mins ago
SB
stagiaire Coordonnateur(trice) Marketing Terrain (FMC) / Field Marketing Coordinator (FMC) Intern
Stanley Black & Decker, Inc.
Montreal, QC · Quebec, QC
- Full-time
Added 27 mins ago
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Field Marketing Coordinator Intern - Ottawa / stagiaire Coordonnateur(trice) Marketing Terrain (FMC)
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Ottawa, ON · ON
- Full-time
…Ottawa/Gatineau region and reporting directly to the Territory Manager, Residential Sales. The FMC Intern is a dedicated service support representative with responsibility for big box…
Added 27 mins ago
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Senior Manager, Content Production, Learning Solutions
Autodesk
Vancouver, BC
- Full-time
The Senior Manager, Learning Solutions will lead a multidisciplinary team and enterprise content production capability that combines contemporary media, AI-enabled innovation, and…
Added 27 mins ago
K
Associate Store Manager - Halifax
Knix
Halifax, NS
- $63,200 to $70,200 CAD / year
- Full-time
As an Associate Store Manager at Knix, you bring our brand to life through how you lead and connect every day. You have a natural pulse on what our customers want and create a welcoming,…
Added 41 mins ago
Manager, Frontline Transformation
CONA Services
Brampton, ON
Proudly independent, we are a Canadian, family-owned business. Coke Canada Bottling makes, distributes, merchandises, and sells the most-loved beverages Canadians enjoy. With over 6,000…
Added 41 mins ago
Manager, Sales Initiatives
CONA Services
Brampton, ON
Proudly independent, we are a Canadian, family-owned business. Coke Canada Bottling makes, distributes, merchandises, and sells the most-loved beverages Canadians enjoy. With over 6,000…
Added 41 mins ago
Manager, Sales Initiatives
CONA Services
Brampton, ON
Proudly independent, we are a Canadian, family-owned business. Coke Canada Bottling makes, distributes, merchandises, and sells the most-loved beverages Canadians enjoy. With over 6,000…

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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