Estates Specialist
Job in
Vancouver, BC, Canada
Listing for:
Aviso Wealth
Full Time
position
Listed on 2026-02-15
Job specializations:
-
Finance & Banking
Business Administration, Accounting & Finance
Job Description & How to Apply Below
Aviso Wealth:
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at
The Opportunity:
We’re looking for an Estates Specialist to join our Operations team.
Reporting to the Supervisor Operations, Estates, the Estates Specialist is responsible for the review, preparation, settlement, and taxation filing of client estate accounts. This role is responsible for delivering on our Service Level Agreements and work with partners to resolve escalations in an urgent and efficient manner.
Who you are:
Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partnerExecution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakesCollaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organizationWhat your day looks like:
Performs estates settlements, journal processing, issuance of tax documents for estates accounts, address estate related inquiries/issues per internal deadlinesEnsures all information and request channels are current and up to date ( requests for OSM, Laserfiche, mailbox)Proactively offers assistance and maintains a positive attitude as a member of the team and works closely with other Operational teamsReviews current processes of MFDA and IIROC estate settlements and pro-actively make recommendations for improvementEnsures training checklist is up to date and currentProvide regular status and immediately highlights if there are any items in backlog so resources can be allocatedReviews and ensures the following are current: MFDA and IIROC checklists, departmental procedures and manuals per trustee or regulatory changesActively participates in IIAC Committee meetings and remains current on CRA, RQ, HRSDC and trustee regulations through the review of legislation, press releases, and industry information bulletinsProvide support to the Estates Contact Centre by proactively responding to partner inquiries by delivering on fast, friendly and efficient serviceResolve problems at first point of contact where possibleRequirements
Your experience and skills:
Post-secondary educationMinimum of 5 years’ financial industry experience, preferably in Estates, Registered Plans or OperationsIndustry knowledge of MFDA, IIROC, CRA and RQ rules and regulations preferredPro-active in problem solving with strong analytical skills, presenting recommendations for review and implementationExtremely detail oriented and accurate with a focus on quality assuranceAbility to work independently and in a team environmentOutstanding customer service focusExcellent time management and organizational skills with the ability to work well under pressure and meet time deadlinesIntermediate to advanced computer skills in Word, Outlook, ExcelExperience with Dataphile is an assetFluent communication skills in English are required and bilingual skills in French are an assetAbility to work EST/PST standard hoursBenefits
Why Aviso Wealth?
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates…
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