Jobs in Canada

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Added 2 hours ago
BU
Associate Banker
BMO U.S.
Toronto, ON
- Full-time
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Amos, QC
- Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning…
Added 5 hours ago
Driver - Stores Worker
City of Vancouver
Vancouver, BC
…work where you play a key role in ensuring equitable access to services, upholding ethical governance, and supporting the needs of citizens with integrity and…
Added 6 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Calgary, AB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 8 hours ago
J
Key Account Manager
Jobgether
Canada
- Full-time
As a Key Account Manager, you will play a key role in developing and growing a portfolio of retail travel agency partners across Eastern Canada. You will drive commercial performance,…
Added 9 hours ago
TH
Cashier : Part Time - DUNCAN
The Home Depot Canada
Duncan, BC
- Part-time
Using the GET Involved approach to customer service, front-end associate greets each customer, engages them during the transaction and thanks the customer for their business.
Added 9 hours ago
SD
Cashier Manager, Hourly Part Time Day
Shoppers Drug Mart
Calgary, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 9 hours ago
SI
Sales Associate
Staples Inc.
Richmond, BC
- Part-time
Engage with and sell to all our customers by offering tailored products and services using all tools and techniques available in our selling model to anticipate and meet future customer…
Added 10 hours ago
B
Personal Banking Associate
BMO
Toronto, ON
- Full-time
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Added 12 hours ago
W
(CAN) Customer Service Manager
Walmart
Steinbach, MB
- Part-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 12 hours ago
WC
(CAN) Customer Service Manager
Walmart Canada
Steinbach, MB
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 12 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Brandon, MB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 12 hours ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Montreal, QC
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 12 hours ago
FN
Customer Service Representative
Fix Network World
Ottawa, ON · Nepean, ON
- Full-time
Fix Network is a global leader in repair and restoration services for vehicles, homes, and businesses, supporting a growing family of locally owned and operated brands in collision repair,…
Added 12 hours ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Sherbrooke, QC
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 12 hours ago
A
Software Development Manager, Tax Engine
Amazon
Vancouver, BC
- Full-time
Our engineering services are relied upon globally, built to be resilient across some of highest peak traffic demands in the world, while constantly evolving with the state of the art…
Added 13 hours ago
CO
Part-Time Customer Service Associate
City of Brampton
Brampton, ON
- Part-time
- Temporary
…managing public inquiries for non-emergency information and/or services in-person or via telephone, email, mail, online and other social media communication channels as well as payment…
Added 13 hours ago
TH
Cashier : Part Time - DUNCAN
The Home Depot
Canada
- Part-time
Using the GET Involved approach to customer service, front-end associate greets each customer, engages them during the transaction and thanks the customer for their business.
Added 13 hours ago
K
Sr Product Manager - Virality, Referrals & KOL
Kraken
Canada
- Full-time
Payward - the parent company behind Kraken, NinjaTrader, Breakout, xStocks, Payward Services and CF Benchmarks - has spent the last 15 years building one of the most modern and globally…
Added 13 hours ago
TS
TDS Operations Analyst III
TD Securities
Toronto, ON
- Full-time
Provide subject-matter expertise on CLO operational risks and controls, applying knowledge of Corporate Loan processes, transaction lifecycles and LoanIQ to assess issues and recommend…
Added 13 hours ago
GG
US Tax Manager
Grewal Guyatt LLP
Richmond Hill, ON
- $129,600 to $165,400 CAD / year
- Full-time
Work Schedule Requirement: Hybrid – four (4) days in office, one (1) day remote
Added 14 hours ago
RH
HR - Payroll Support (Mon-Fri Days)
RainCity Housing and Support Society
Vancouver, BC
- Full-time
RainCity Housing has been developing emerging and promising practices for over 40 years in social services and healthcare, providing Housing First, harm reduction and supports for community…
Added 14 hours ago
SD
Cashier Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Campbell River, BC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 14 hours ago
W
(CAN) Gérant du service à la clientèle
Walmart
Sherbrooke, QC
- Full-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…

Scotiabank

Estate Specialist

ON, Canada
Mississauga, ON, L4W 0B4, Canada

Apply on jobs.scotiabank.com About employer

Applications open in a new tab.

Job details

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.

Apply on jobs.scotiabank.com About employer

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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Work requirements

Jobs in Canada