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Added 9 mins ago
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Account Manager, Customer Lifecycle (BC & Alberta)
Cansel
Calgary, AB · Burnaby, BC
- $55,000 CAD / year
- Full-time
Cansel is looking for a Customer Lifecycle Account Manager to manage and grow relationships with existing customers throughout their asset lifecycle.
Added 9 mins ago
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Account Manager, Customer Lifecycle (Ontario & Quebec)
Cansel
Richmond Hill, ON · Montreal, QC
- $55,000 CAD / year
- Full-time
Cansel is looking for a Customer Lifecycle Account Manager to manage and grow relationships with existing customers throughout their asset lifecycle.
Added 9 mins ago
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Account Manager - Subsurface Technologies Equipment (Western Ontario)
Cansel
Ottawa, ON · Richmond Hill, ON
- Full-time
This position combines account management, business development, outside sales, product demonstrations, and collaboration with Cansel’s Remote Sales and Territory Sales teams.
Added 9 mins ago
UH
Incident Coordinator
University Health Network
Toronto, ON
- Contract
Ability to take ownership and facilitate technical calls to manage restoration efforts with various technical groups, resources and vendors, as required.
Added 9 mins ago
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Area Manager, Ontario
Umdasch Group
Bolton, ON · Caledon, Ontario
- Full-time
As the Area Manager at Doka Canada, you are responsible for leading the sales/revenue performance and strategic growth for Ontario. Reporting to the Regional Director, East you oversee a…
Added 23 mins ago
MP
Manager, Major Program Delivery
Manitoba Public Insurance
Winnipeg, MB
- Full-time
Reporting to the Director, Enterprise Project Management Office, the Manager, Major Program Delivery oversees the daily activities of the extended delivery teams associated with Major…
Added 23 mins ago
IG
Sr Project Manager (Capital Markets)
Insight Global
Toronto, ON
- $90 to $95 CAD / hour
- Contract
…or internal processes - General knowledge and Background of technical developments (know timelines for when developers should have things completed and how long would it take) -RAG…
Added 23 mins ago
LA
Senior Project Engineering Manager - Power Generation
LVI Associates
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Collaborate with clients, support proposal development, and contribute to business growth initiatives.
Added 23 mins ago
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Senior Project Manager
Teckhorizon Inc
Toronto, ON
- Contract
Excellent written and verbal communication skills, including executive reporting and business case development.
Added 23 mins ago
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Associate Design Strategist
Superior Glove
Acton, ON
- Full-time
You are an experienced designer and project manager who can partner with the Design Strategist, Team Lead to develop multi-channel marketing design concepts and lead complex creative work…
Added 23 mins ago
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Manager
GGA Partners™
Toronto, ON
- Full-time
· Mentor junior professionals through thoughtful delegation, regular feedback, technical review, and on-the-job development.
Added 23 mins ago
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Operations Manager, Mortgage & Lending
Aplin
Calgary, AB
- Full-time
…financial services industry, is seeking an experienced Operations Manager, Mortgage & Lending, to lead a knowledgeable…
Added 23 mins ago
Systems Analyst
F12.net
Victoria, BC
…into an IT career or want to supercharge your professional development, you’ve come to the right place. At F12, you’ll collaborate with a diverse team and gain exposure to technology…
Added 23 mins ago
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Digital Assurance & Transparency Manager
PwC
Calgary, AB
- Full-time
Use available technical resources/tools to research; expand knowledge to enhance work product, significantly contribute to business development efforts to remain up to date on client and…
Added 23 mins ago
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Digital Assurance & Transparency Manager
PwC
Vancouver, BC
- Full-time
Use available technical resources/tools to research; expand knowledge to enhance work product, significantly contribute to business development efforts to remain up to date on client and…
Added 39 mins ago
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Manager, Assurance and Accounting
ACCA Careers
London, ON
- Full-time
Make an impact with our Assurance & Accounting team as a Manager. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving business and…
Added 39 mins ago
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Commercial Marketing Manager
Purity Gas
Ancaster, ON
- $95,000 to $115,000 CAD / year
The Commercial Marketing Manager is a strategic leader who bridges Sales, Product Engineering, and Marketing to drive Purity Gas’s go-to-market strategy. This role leads vertical market…
Added 39 mins ago
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Business Development Manager
CAE
Ottawa, ON
- Full-time
Manage budgets and expenses associated with approved business development activities and pursuits.
Added 53 mins ago
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Business Development Manager | Toronto
Digicast
Toronto, ON
- Full-time
The Business Development Manager – Toronto Market is responsible for driving new business, developing and nurture strategic relationships in the GTA, and positioning Digicast as the premier…
Added 53 mins ago
PC
Digital Assurance & Transparency Manager
PwC Canada
Vancouver, BC
- Full-time
Use available technical resources/tools to research; expand knowledge to enhance work product, significantly contribute to business development efforts to remain up to date on client and…
Added 53 mins ago
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VIE - Asset Manager - Canada (M/F)
Neoen
Toronto, ON
- Full-time
The Asset Manager will be responsible for promoting high health, safety and environmental (HSE) standards, coordination of the operation stakeholders, administration of the Operations &…
Added 53 mins ago
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VIE - Asset Manager - Canada (M/F)
Neoen
Calgary, AB
- Full-time
The Asset Manager will be responsible for promoting high health, safety and environmental (HSE) standards, coordination of the operation stakeholders, administration of the Operations &…
Added 53 mins ago
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Mechanical Engineer-in-Training
Wood
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- Full-time
…& Metals (M&M) team. Reporting to the Mechanical Department Manager, this position is located in our Saskatoon, SK…
Added 1 hour ago
Service Technician
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Eastlink provides comprehensive in-house technical and safety training, mentoring, and ongoing development opportunities to ensure employees have the skills and support needed to succeed…
Added 1 hour ago
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Lead Product Manager, Real Time, Personalization, and AI
Treasure AI
Vancouver, BC
- $160,000 to $200,000 CAD / year
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Collaborate with product leadership to align the Generative AI and AI Suite feature strategy with the company's overall business goals and objectives.

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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