Estates Specialist

Aviso Wealth is seeking an Estates Specialist to join their Operations team, reporting to the Supervisor Operations, Estates, to handle client estate account settlement, tax filings, and issue process. The role requires dedication, collaboration, and a commitment to client service, focusing on proactive solution development and ensuring smooth workflow. This is an opportunity to contribute to a dynamic, inclusive culture and enjoy challenges in a client-focused environment.

Requirements

• Post-secondary education
• 5+ years’ financial industry experience (Estates, Registered Plans, or Operations preferred)
• Industry knowledge of MFDA, IIROC, CRA and RQ rules and regulations
• Proactive problem solving skills
• Strong analytical and detail-oriented skills
• Excellent time management and organizational skills
• Intermediate to advanced computer skills

Benefits

• Competitive compensation
• Health and dental insurance
• Fitness benefit
• Parental leave
• Matching retirement program
• Learning and development opportunities
• Social events