Nominee Estate Specialist

iA Financial Group (Industrial Alliance); Quebec; Hybrid; CAD 48,000 - 80,000; Full time

Benefits offered by this job

Flexible group insurance plans

Competitive retirement savings plan

Employee share purchase plan

Vacation program, wellness days, and个人

Telemedicine services

EFAP

Ergonomic furniture program

Performance bonus

Discounts on iA products

Job summary

iA Financial Group in Canada is seeking a Nominee Estate Specialist to support the settlement and administration of estate accounts, delivering exceptional service and ensuring regulatory compliance.

You will review documents, manage complex estate files including investments, and provide timely updates to advisors and clients. This role offers a collaborative, growth‑oriented environment with a hybrid work model.

Qualifications

• Must have 3–5 years of experience in estate administration, trust settlement, financial services operations, or a related discipline.
• Knowledge of estate administration processes, documentation requirements, and applicable regulations.
• Experience with investment products such as mutual funds, ETFs, GICs, and segregated funds.

Responsibilities

• Engage professionally with advisors, clients, beneficiaries, and business partners, providing timely and supportive service.
• Review and verify estate documentation with accuracy and attention to detail.
• Identify deficiencies or missing requirements and resolve issues to facilitate estate processing.
• Manage and process complex and high-value estate files, including redemptions and transfers.
• Process payments to beneficiaries or estates in compliance with procedures and regulations.
• Provide regular status updates to advisors and clients regarding processing timelines.
• Escalate time-sensitive situations to meet service level commitments.
• Respond to inquiries regarding estate processing requirements and procedures.
• Participate in training, meetings, and departmental initiatives.

Skills

Attention to detail

Client service

Analytical skills

Organizational skills

Problem solving

Multi-tasking

Education

IFIC Operations Course

Job description

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 a 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 a Nominee Estate Specialist, you’ll be at the core of our mission. Here are the main responsibilities:

• 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 environment;
• 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.

At iA, we believe in potential and value diverse experiences. Your place might be with us, and we want to get to know you!