Nominee Estate Specialist
iA Financial Group
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Benefits offered by this job
Job summary
Investia Financial Services Inc. is seeking a Nominee Estate Specialist to support the settlement and administration of estate accounts, deliver exceptional service, and ensure regulatory compliance.
This role offers a collaborative, high-performing team environment with opportunities to work with investment products such as mutual funds, ETFs, GICs, and segregated funds while developing expertise in estate administration and financial services.
Qualifications
- 3–5 years of estate administration, trust settlement, financial services operations or related discipline.
- Strong knowledge of estate administration processes, documentation requirements, and applicable regulations (CRA guidelines).
- Experience working with investment products such as mutual funds, ETFs, GICs, and segregated funds.
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.
Skills
Education
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Job description
Are you passionate about helping clients and advisors navigate important life events while ensuring excellence in estate administration? As an 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.
As an 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.
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.
- 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!
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply. Your place might be with us, and we want to get to know you!
The typical hiring range for this position is between $ 47 544 and $ 79584,75 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role.
Quebec / 1080, Grande Allee West
Montreal / 1981 McGill College AvenueToronto / 26 Wellington Street East
Investia Financial Services Inc.
2026-10-30
iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.
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