Bilingual Estates Specialist

Aviso Wealth

. Review, prepare, settle, and file taxation documents for client estate accounts .

Posted 10/3/2026full-timeToronto • CanadaMid-LevelSenior💰 CA$55,000 - CA$70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in estate account management, including taxation document preparation and settlement processes, while maintaining compliance with MFDA, IIROC, CRA, and RQ regulations. Proficient in problem-solving, customer service, and collaboration within operational teams.

Highest-signal resume keywords

Estate Account ManagementMFDA RegulationsIIROC RegulationsAnalytical Problem SolvingCustomer Service Focus

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Taxation Document PreparationEstate SettlementJournal ProcessingQuality AssuranceIntermediate to Advanced Computer SkillsDataphile Experience

Soft Skills

Detail OrientedTime ManagementOrganizational SkillsAbility to Work Under PressureTeam Collaboration

Tools & Technologies

OSMLaserficheWordOutlookExcel

Industry Keywords

Financial Industry ExperienceEstatesRegistered PlansCRA RegulationsRQ Regulations

About the role

Key responsibilities & impact

Review, prepare, settle, and file taxation documents for client estate accounts
Perform estate settlements, journal processing, and issuance of tax documents
Address estate-related inquiries and issues within internal deadlines
Maintain current information and request channels, including OSM, Laserfiche, and mailbox requests
Collaborate with operational teams and provide assistance to partners
Review MFDA and IIROC estate settlement processes and recommend improvements
Maintain current training checklists, departmental procedures, and manuals
Provide regular status updates and escalate backlog items for resource allocation
Participate in IIAC Committee meetings
Remain current on CRA, RQ, HRSDC, and trustee regulations
Support the Estates Contact Centre by responding to partner inquiries
Resolve problems at the first point of contact where possible

Requirements

What you’ll need

Post-secondary education
Minimum of 5 years’ financial industry experience, preferably in Estates, Registered Plans or Operations
Industry knowledge of MFDA, IIROC, CRA and RQ rules and regulations preferred
Pro-active problem solving with strong analytical skills
Extremely detail oriented and accurate with a focus on quality assurance
Ability to work independently and in a team environment
Outstanding customer service focus
Excellent time management and organizational skills
Ability to work well under pressure and meet time deadlines
Intermediate to advanced computer skills in Word, Outlook, Excel
Experience with Dataphile is an asset
Fluency (written and spoken) in English and French is required
Ability to work EST/PST standard hours

Benefits

Comp & perks

Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits
Generous vacation time
Fitness benefit
Parental leave top-up options
Matching contributions to our retirement program
Learning & development opportunities
Education assistance program
Regular social events to foster teamwork