Estate Specialist

2 weeks ago


Mississauga, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Estate Specialist to join our team at Scotiabank. As an Estate Specialist, you will play a critical role in supporting our customers and branches across Canada.

Key Responsibilities
  • Provide expert guidance and advice to customers on estate settlement processes, identifying opportunities for business development referrals to partners.
  • Review and correct incoming documentation and requests to ensure accuracy and compliance with bank policy and government legislation.
  • Develop and maintain in-depth knowledge of estates administration, including operational processes and procedures, day-to-day banking, lending, and investment processes.
  • Collaborate with internal and external stakeholders to ensure effective and efficient operations, adhering to risk management frameworks and regulatory requirements.
  • Champion a high-performance environment, fostering an inclusive work culture and implementing a people strategy to attract, retain, and develop top talent.
Requirements
  • Post-secondary education and at least 1 year of experience in customer service, preferably in a financial institution.
  • Excellent written and verbal communication skills, with the ability to provide advice and propose solutions.
  • Strong organizational, time management, and problem-solving skills.
  • Working knowledge of web-based applications, including Windows, MS Office, and other relevant systems.
What We Offer

As an Estate Specialist at Scotiabank, you will have the opportunity to work with a diverse range of customers and stakeholders, leveraging your expertise to drive business growth and customer satisfaction. We offer a dynamic and inclusive work environment, with opportunities for professional development and career advancement.


  • Estate Specialist

    2 weeks ago


    Mississauga, Ontario, Canada Scotiabank Full time

    Seeking Estate Specialist to contribute to the success of the Estate Department, ensuring compliance with regulations and internal policies. As an Estate Specialist, you will be responsible for: Providing expert knowledge on estate administration, including operational processes and procedures, day-to-day banking, lending, and investment...


  • Mississauga, Ontario, Canada Nik Handa Real Estate Full time

    Nik Handa Real Estate is seeking a dedicated and detail-oriented Real Estate Administrative Assistant to enhance our real estate operations. The role encompasses a variety of administrative tasks aimed at supporting our real estate professionals. Key responsibilities include managing phone communications, ordering office supplies, preparing and distributing...

  • Estate Specialist

    3 weeks ago


    Mississauga, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Estate Specialist to join our team at Scotiabank. As an Estate Specialist, you will play a critical role in supporting our customers and their families through the estate settlement process.Key ResponsibilitiesProvide expert advice and guidance to customers on estate settlement processes and procedures.Review and...

  • Estate Specialist

    3 weeks ago


    Mississauga, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Estate Specialist to join our team at Scotiabank. As an Estate Specialist, you will play a critical role in supporting our customers and their families through the estate settlement process.Key ResponsibilitiesProvide expert advice and guidance to customers on estate settlement processes and procedures.Review and...


  • Mississauga, Ontario, Canada Scotiabank Full time

    Estate Specialist (Tahoe) - 2 Open PositionsPurpose of JobContributes to the overall success of the Estate Department, Investment Support in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all activities conducted are in compliance with governing...


  • Mississauga, Ontario, Canada Scotiabank Full time

    Estate Specialist (Tahoe) - 2 Open PositionsPurpose of JobContributes to the overall success of the Estate Department, Investment Support in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all activities conducted are in compliance with governing...

  • Estate Specialist

    3 weeks ago


    Mississauga, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Estate Specialist to join our team at Scotiabank. As an Estate Specialist, you will play a critical role in supporting our customers with their estate settlement needs.Key ResponsibilitiesProvide expert advice and guidance to customers on estate settlement processes, including operational procedures and...

  • Estate Specialist

    3 weeks ago


    Mississauga, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Estate Specialist to join our team at Scotiabank. As an Estate Specialist, you will play a critical role in supporting our customers with their estate settlement needs.Key ResponsibilitiesProvide expert advice and guidance to customers on estate settlement processes, including operational procedures and...


  • Mississauga, Ontario, Canada Save Max Real Estate Inc. Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Executive Support Specialist to join our team at Save Max Real Estate Inc. As an Executive Support Specialist, you will provide administrative support to our executives, ensuring the smooth operation of our business.Key ResponsibilitiesAdministrative Support: Provide administrative support to...


  • Mississauga, Ontario, Canada Save Max Real Estate Inc. Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Executive Support Specialist to join our team at Save Max Real Estate Inc. As an Executive Support Specialist, you will provide administrative support to our executives, ensuring the smooth operation of our business.Key ResponsibilitiesAdministrative Support: Provide administrative support to...


  • Mississauga, Ontario, Canada NIKHIL MALHOTRA REAL ESTATE INC. Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at NIKHIL MALHOTRA REAL ESTATE INC. as an Administrative Support Specialist.Key ResponsibilitiesEducation and TrainingSecondary (high) school graduation certificateComputer and Technology SkillsProficiency in MS Office, including Excel, Outlook,...


  • Mississauga, Ontario, Canada NIKHIL MALHOTRA REAL ESTATE INC. Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at NIKHIL MALHOTRA REAL ESTATE INC. as an Administrative Support Specialist.Key ResponsibilitiesEducation and TrainingSecondary (high) school graduation certificateComputer and Technology SkillsProficiency in MS Office, including Excel, Outlook,...


  • Mississauga, Ontario, Canada Ignite Talent Solutions Full time

    Job Title: Real Estate Law Clerk SpecialistAbout the Role:We are seeking a highly skilled and experienced Residential Real Estate Clerk to join our team at Ignite Talent Solutions. As a key member of our team, you will be responsible for managing and coordinating all aspects of residential real estate transactions, from start to finish.Key...


  • Mississauga, Ontario, Canada Ignite Talent Solutions Full time

    Job Title: Real Estate Law Clerk SpecialistAbout the Role:We are seeking a highly skilled and experienced Residential Real Estate Clerk to join our team at Ignite Talent Solutions. As a key member of our team, you will be responsible for managing and coordinating all aspects of residential real estate transactions, from start to finish.Key...

  • Estate Specialist

    3 weeks ago


    Mississauga, Ontario, Canada Cari Full time

    About the RoleCari is seeking a highly skilled Estate Specialist to join our team. As an Estate Specialist, you will play a critical role in supporting the overall success of our Estate Department, ensuring specific individual goals and initiatives are executed in support of our business strategies and objectives.Key ResponsibilitiesCustomer Focus: Champion...

  • Estate Specialist

    3 weeks ago


    Mississauga, Ontario, Canada Cari Full time

    About the RoleCari is seeking a highly skilled Estate Specialist to join our team. As an Estate Specialist, you will play a critical role in supporting the overall success of our Estate Department, ensuring specific individual goals and initiatives are executed in support of our business strategies and objectives.Key ResponsibilitiesCustomer Focus: Champion...

  • Estate Specialist

    2 weeks ago


    Mississauga, Ontario, Canada Cari Full time

    About the RoleWe are seeking a highly skilled Estate Specialist to join our team at Cari. As an Estate Specialist, you will play a critical role in supporting the overall success of our Estate Department, ensuring specific individual goals and initiatives are executed and delivered in support of our business strategies and objectives.Key...

  • Estate Specialist

    2 weeks ago


    Mississauga, Ontario, Canada Cari Full time

    About the RoleWe are seeking a highly skilled Estate Specialist to join our team at Cari. As an Estate Specialist, you will play a critical role in supporting the overall success of our Estate Department, ensuring specific individual goals and initiatives are executed and delivered in support of our business strategies and objectives.Key...

  • Estate Specialist

    3 weeks ago


    Mississauga, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Estate Specialist to join our team at Scotiabank. As an Estate Specialist, you will play a critical role in ensuring the success of our Estate Department, Investment Support in Canada.Key ResponsibilitiesCustomer Focused Culture: Champion a customer-centric culture to deepen client relationships and leverage...

  • Estate Specialist

    3 weeks ago


    Mississauga, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Estate Specialist to join our team at Scotiabank. As an Estate Specialist, you will play a critical role in ensuring the success of our Estate Department, Investment Support in Canada.Key ResponsibilitiesCustomer Focused Culture: Champion a customer-centric culture to deepen client relationships and leverage...