Bilingual Estates Specialist
Toronto, ON +1Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
5+ YOECandidates need post-secondary education, at least five years in financial services (estates, registered plans or operations preferred), and knowledge of MFDA, IIROC, CRA and RQ rules. They must be fluent in English and French, detail-oriented, and comfortable with Word, Excel and Outlook.
Dataphile, Laserfiche
Bilingual Estates Specialist
Toronto, ONAviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
5+ YOEAviso Wealth needs candidates with post-secondary education and at least 5 years of financial industry experience, ideally in estates, registered plans or operations. Strong detail focus, analytical skills, French and English fluency, and intermediate to advanced Word, Outlook and Excel skills are required.
Word, Outlook, Excel, Dataphile, Laserfiche
Bilingual Estates Specialist
Vancouver, BCAviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
5+ YOEAviso Wealth needs candidates with post-secondary education and at least 5 years of financial industry experience, ideally in estates, registered plans or operations. Strong detail focus, analytical skills, French and English fluency, and intermediate to advanced Word, Outlook and Excel skills are required.
Word, Outlook, Excel, Dataphile, Laserfiche