As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. We are looking to fill an open role for an Estates Administrator to join our Operations Team for 6 months. Reporting to the Manager, Operations, the Estates Administrator is responsible for the processing of estates settlements and tax reporting for registered and non-registered accounts within the CIRO (formerly IIROC and MFDA) platforms and our trustee guidelines. Performs estates settlements, journal processing, issuance of tax documents for estates accounts, address estate related inquiries/issues per internal deadlines Reviews current processes of CIRO (formerly IIROC and MFDA) estate settlements and pro-actively make recommendations for improvement Ensures training checklist is up to date and current Provide regular status and immediately highlights if there are any items in backlog so resources can be allocated CIRO checklists, departmental procedures and manuals per trustee or regulatory changes Remains current on CRA, Revenue Quebec, ESDC, civil code and trustee regulations through the review of legislation, press releases, and industry information bulletins Perform estate settlement, spousal rollovers due to death, full cash out of plans, review date of death Minimum of 2-3 years of experience in the financial industry, preferably in Estates, Registered Plans or Operations Industry knowledge of CIRO, CRA and Revenue Quebec rules and regulations (common and civil law) preferred Pro‑active in problem solving with strong analytical skills, presenting recommendations for review and implementation Extremely detail oriented and accurate with a focus on quality assurance Outstanding customer service focus Robust knowledge of Microsoft Office (Outlook, Excel, Word)



Knowledge and experience of Dataphile is an asset Fluency (written and spoken) in English is required and bilingual skills in French are an asset. Excellent health, dental and insurance benefits to meet the diverse needs of our employees Generous vacation time, fitness benefit, parental leave top‑up options Matching contributions to our retirement program Commitment to the continuous improvement of our staff through learning & development and an education assistance program Regular social events to foster teamwork By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law. Further information is available on the Privacy link on our Career Page – Privacy Policies Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process. Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self‑directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands‑off approach. This position is posted with an expected salary range of $55,000
- $65,000 CAD annually.

📌 Estates Administrator, Temporary (Toronto)
🏢 Aviso Wealth
📍 Toronto