Job Description Nominee Estate Specialist Build the future with us Are you passionate about helping clients and advisors navigate important life events while ensuring excellence in estate administration? As an Nominee Estate Specialist, you will play a key role in supporting the settlement and administration of estate accounts, delivering exceptional service, and ensuring transactions are processed accurately, efficiently, and in compliance with regulatory requirements. This position is a great opportunity to showcase your expertise in estate administration and financial services while contributing to a collaborative and high-performing team. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration, innovation, and continuous learning.
What you’ll accomplish with us As an Nominee Estate Specialist, you’ll be at the core of our mission.
Engage professionally with advisors, clients, beneficiaries, and business partners through various communication channels, providing timely and supportive service
Review and verify estate documentation with a high degree of accuracy and attention to detail
Identify deficiencies, discrepancies, or missing requirements and proactively resolve issues to facilitate efficient estate processing
Manage and process complex and high-value estate files, including redemptions and transfers involving mutual funds, ETFs, GICs, segregated funds, and other investment products
Process payments to beneficiaries, assignees, or estates while ensuring compliance with established procedures and regulatory requirements
Maintain a strong understanding of estate administration practices, applicable legislation, CRA guidelines, and internal procedures
Provide regular status updates to advisors and clients regarding document reviews and processing timelines
Escalate complex or time-sensitive situations as required to ensure service level commitments are achieved
Respond to inquiries from advisors and internal stakeholders regarding estate processing requirements and procedures
Contribute to a culture of continuous improvement by actively participating in training sessions, team meetings, and departmental initiatives
What could accelerate your success in this role We're looking for someone who:
Is known for their strong attention to detail and commitment to accuracy
Stands out for their exceptional client service and communication skills
Demonstrates strong analytical, organizational, and problem-solving abilities




Is recognized for their ability to manage multiple priorities effectively in a fast-paced environment
Has 3 to 5 years of experience in estate administration, trust settlement, financial services operations, or a related discipline
Possesses strong knowledge of estate administration processes, documentation requirements, and applicable regulations
Has experience working with investment products such as mutual funds, ETFs, GICs, and segregated funds
Brings previous experience within a financial institution, fund company, mutual fund dealer, or branch office, which would be considered a strong asset
Has completed the IFIC Operations Course, which would be considered a valuable asset
Demonstrates the ability to work both independently and collaboratively within a team workplace
Embodies INVESTIA’s core values and behaviours in all interactions and activities
Has an advanced proficiency in both English and French is considered an asset, as this role may involve communicating with advisors, clients, beneficiaries, and business partners in both languages as part of estate administration activities on a regular basis
Why you’ll love working with us A work environment where learning and development merge with a collective pursuit of excellence; AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth; A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed; The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.
Competitive Benefits Flexible group insurance plans
Competitive retirement savings plan
Employee share purchase plan
Vacation program, wellness days, and personal development days
Telemedicine services
Employee and Family Assistance Program (EFAP)
Ergonomic furniture program
Performance bonus
Discounts on iA products
And much more!
The typical hiring range for this position is between $ 47 544 and $ 79 584,75 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role.
Location(s) Quebec / 1080, Grande Allee West, Other Possible Location(s) Montreal / 1981 McGill College Avenue,



Toronto / 26 Wellington Street East
Company Investia Financial Services Inc. Posting End Date 2026-10-30
Company Overview iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management. With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that its by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate. At iA, we're invested in you. * iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto
Our Commitment to Diversity and Inclusion At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability. Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs. As a reflection of our employees’ appreciation and engagement, iA once again stands out this year as one of Canada’s top employers according to Forbes. In 2026, iA Financial Group also ranks 1st among major publicly traded Canadian insurers. At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes.

#J-18808-Ljbffr

📌 Nominee Estate Specialist (Quebec City)
🏢 iA Financial Group
📍 Quebec City