Bilingual Estates Specialist Full-time PermanentLocation: Vancouver, BCEnvironment: Hybrid – Currently 1 day/week in the office, soon to be 2 days/week, typically Mon & Tues.Hours: Monday to Friday | Adaptable start between 7:00 AM – 9:00 AM | Shifts: 7:00 AM – 3:00 PM, 8:00 AM – 4:00 PM, or 9:00 AM – 5:00 PM | 30-minute lunch breakSalary: up to $70K+ 5% bonus!Company OverviewThis leading wealth management organization is focused on improving Canadians’ financial well-being. They are an investment services provider for the Canadian financial industry, valuing leadership, innovation, partnership, responsibility, and community, and our culture sets them apart.PerksCompetitive compensation package that rewards and recognizes individual contributionsStarts day 1! Excellent health, dental and insurance benefits to meet the diverse needs of our employeesGenerous vacation time, fitness benefit,



parental leave top‑up optionsVacation – 3 weeks plus 2 personal days and we get most of the bankers’ holidaysMatching contributions to our retirement program – up to 6%Commitment to the continuous improvement of our staff through learning & development and an education assistance programRegular social events to foster teamworkQualificationsFluency (written and spoken) in English and French is requiredMinimum of 2-5 years’ financial industry experience, in EstatesMust have estate processing experience for rules for the CRAPost-secondary educationIndustry knowledge of CIRO (formerly MFDA and 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, Excel – intermediateExperience with Dataphile is an asset#J-18808-Ljbffr

📌 Bilingual Estates Specialist - Up To C$70,000 A Year (Winnipeg)
🏢 Leading Wealth Management Organization
📍 Winnipeg