Estate Preservation Specialist
5 days ago
We are seeking a skilled Risk Management Leader to join our team. The successful candidate will have extensive experience in estate preservation and business development, with a strong background in tax planning and risk management. They will work closely with our clients to design and implement effective strategies for minimizing ongoing taxes and transferring assets to next generations.
The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike. They will be results-driven and able to prioritize tasks effectively to meet deadlines.
Key Responsibilities:
- Assist families in preserving the value of their estates through effective tax planning and risk management strategies.
- Design and implement governance structures for philanthropic plans, including understanding of endowments and restricted/unrestricted gifts.
- Collaborate with clients to develop comprehensive business development plans, leveraging expertise in estate freeze, trust creation, and insurance solutions.
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Digital Preservation Specialist
3 days ago
Toronto, Ontario, Canada Digital Preservation Coalition Full timeAbout the RoleThis is an exciting opportunity for a recent graduate to develop their skills in digital preservation as part of our team at the University of Toronto Libraries. Key ResponsibilitiesConduct preservation assessments of fragile digital content, including born-digital materials in manuscript collections held in the Thomas Fisher Rare Book...
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Toronto, Ontario, Canada Digital Preservation Coalition Full time**Company Overview**The University of Toronto Libraries is committed to diversifying the profession and creating opportunities for recent graduates. The Digital Preservation Coalition has partnered with the university to develop a residency program for early-career librarians.**Job Summary**We are seeking a highly motivated and detail-oriented individual to...
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Estate Insurance Solutions Specialist
1 day ago
Toronto, Ontario, Canada IGM Financial Full timeAbout IGM FinancialIGM Financial Inc. is a leading diversified wealth and asset management company in Canada.The company provides a range of financial planning and investment management services to help Canadians meet their financial goals.The Regional Estate & Insurance Specialist (REIS) plays a key role in providing personalized insurance solutions for IG...
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Regional Estate and Insurance Specialist
3 days ago
Toronto, Ontario, Canada IGM Financial Full timeCareer Opportunities: Regional Estate and Insurance Specialist (13465)Requisition ID 13465 - Location: Canada - Province of Job Posting: Northern OntarioDivision: IG Insurance Mortgage & BankingIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The...
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Insurance and Wealth Specialist
3 days ago
Toronto, Ontario, Canada IGM Financial Full timeWe are seeking an experienced Insurance and Wealth Specialist to join our team at IGM Financial. As a Regional Estate and Insurance Specialist, you will have the opportunity to make a meaningful impact on our clients' financial lives.About the PositionThe successful candidate will be responsible for designing and implementing advanced strategies for wealth...
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Textiles Preservation Specialist
3 days ago
Toronto, Ontario, Canada Art Gallery of Ontario Full timeAbout the RoleWe are looking for a talented individual to work on the preservation and conservation of textiles within our collection. As a Conservator, Textiles, you will be responsible for prolonging the physical and aesthetic life of works of art through documentation, preventive care, conservation treatment, research, and education.
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Estate Administration Specialist
3 days ago
Toronto, Ontario, Canada UST Logistical Systems Full timeJob OverviewWe are seeking an experienced Estate Administration Specialist to join our Deposit Operations team. As an estate administration specialist, you will be responsible for managing all aspects of estate processing within the Deposit Operations department. This role requires a detailed understanding of estate management procedures, excellent...
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Corporate Governance Expert
5 days ago
Toronto, Ontario, Canada LCBO Full timeWelcome to your new role as an Estate Preservation Specialist! In this exciting position, you will work closely with our team to preserve the value of our clients' estates. Your expertise in tax planning and risk management will play a critical role in developing strategies that minimize ongoing taxes and facilitate the transfer of assets to next...
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Estate Planning Specialist
4 days ago
Toronto, Ontario, Canada Ignite Talent Solutions Full time**Company Overview**Ignite Talent Solutions is a leading provider of legal support services, with a strong reputation for excellence in the Toronto market.We are currently seeking an experienced Estate Planning Specialist to join our team in the Wills and Estates Group.
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Family Preservation and Support Specialist
7 days ago
Toronto, Ontario, Canada Anishinabek Employment & Training Services Full timeJob Description:Case Management: Develop and implement individualized plans to support families in need.Intake Coordination: Manage the intake process, ensuring timely and effective assessments of client needs.FAMILY PRESERVATION STRATEGIES: Coordinate and implement evidence-based interventions to promote family stability and well-being.**Benefits of Working...
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Estate Planning Specialist
6 days ago
Toronto, Ontario, Canada Minted Search Group Full timeAbout Minted Search GroupWe are a leading recruitment agency specializing in placing top talent with mid-sized accounting and law firms across North America. Our commitment to understanding each candidate's unique needs and goals ensures that we match them with the perfect firm.At Minted Search Group, we believe in empowering professionals to advance their...
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Trust and Estate Specialist
5 days ago
Toronto, Ontario, Canada Scotiabank Full timeTrust and Estate SpecialistThe Trust and Estate Specialist will be responsible for providing subject matter expertise to colleagues, both within Scotiatrust and across the enterprise, contributing to new business onboarding, participating in key initiatives, supporting various reporting activities, managing problematic files, and leading specific business...
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Fidelity Canada Estates Specialist
7 days ago
Toronto, Ontario, Canada Fidelity Canada Full timeFidelity Canada is seeking a skilled Estate Operations Specialist to join our team. As an Estate Operations Specialist, you will be responsible for the administration of estate cases for our clients, which includes managing initial notifications of death, partial/total estate disbursements, and estate residuals.About the RoleThis is a dynamic opportunity to...
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Corporate Real Estate Specialist
6 days ago
Toronto, Ontario, Canada Bell Canada Full timeJob DescriptionWe are seeking a highly skilled Senior Specialist – Real Estate Transactions to join our Corporate Services team. The successful candidate will be responsible for establishing strategies to improve strategic Real Estate asset planning for the Bell Canada and BCE group of companies Real Estate portfolio.ResponsibilitiesDevelop and maintain...
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Deposit Operations, Estates Specialist
1 week ago
Toronto, Ontario, Canada UST Logistical Systems Full timeCome join Home Trust Company as a Deposit Operations, Estates Specialist in our Deposit Operations teamHome Trust Company has developed a track record of success as Canada's leading alternative lender, employing nearly 800 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of its core residential...
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Deposit Operations, Estates Specialist
3 days ago
Toronto, Ontario, Canada UST Logistical Systems Full timeCome join Home Trust Company as a Deposit Operations, Estates Specialist in our Deposit Operations teamHome Trust Company has developed a track record of success as Canada's leading alternative lender, employing nearly 800 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of its core residential...
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Real Estate Support Specialist
3 days ago
Toronto, Ontario, Canada RioCan Real Estate Investment Trust Full timeRequired Skills and QualificationsTo be successful in this role, you will need to have at least 3 years of experience in a similar customer service role in residential real estate. You should also be comfortable being 100% onsite and have excellent communication and problem-solving skills.
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Community Preservation Specialist
3 days ago
Toronto, Ontario, Canada Highmark Residential Full timeCompany CultureAt Highmark Residential, we value our employees' growth and development. We believe in empowering our staff to achieve their goals through continuous professional development and regular career progression sessions. Our aim is to create a workplace that is challenging, fulfilling, and financially rewarding.Job DescriptionThe Maintenance...
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Risk Management Leader
5 days ago
Toronto, Ontario, Canada LCBO Full time**Company Overview**: We are a leading Canadian organization, and our Enterprise Risk Management team plays a vital role in protecting the value of our stakeholders' estates. Our mission is to minimize ongoing taxes and advise on the transfer of assets to next generations while creating structures for bloodline protection.Salary: The salary range for this...
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Real Estate Account Specialist
5 days ago
Toronto, Ontario, Canada Alterna Sa Full timeAbout the OpportunityWe are looking for a Real Estate Account Specialist to join our team. In this role, you will be responsible for managing a portfolio of commercial real estate credits, focusing on revenue growth initiatives and credit quality assessment.You will work closely with clients to identify and meet their business needs, providing tailored...