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Added 8 hours ago
SM
AEOI Senior Associate
Standish Management UK
Halifax, NS
- Full-time
Exciting opportunity for an AEOI professional to join a growing regulatory team at a fund administration firm! The AEOI Senior Associate prepares and reviews FATCA and CRS reporting for…
Added 13 hours ago
IC
Senior Programme Associate
International Civil Aviation Organization
Montreal, QC
- Full-time
…on complex procedures, technical issues and overall project administration. Furthermore, the incumbent will supervise staff resources on occasion, which includes delegation and distribution…
Added 13 hours ago
PC
Data Management and Strategy, Senior Associate
PwC Canada
Toronto, ON
- Full-time
As a Data Management and Strategy Senior Associate, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and operational…
Added 15 hours ago
P
Data Management and Strategy, Senior Associate
PwC
Toronto, ON
- Full-time
As a Data Management and Strategy Senior Associate, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and operational…
Added 16 hours ago
AEOI Senior Associate
Standish Management
Halifax, NS
Exciting opportunity for an AEOI professional to join a growing regulatory team at a fund administration firm! The AEOI Senior Associate prepares and reviews FATCA and CRS reporting for…
Added 18 hours ago
Associate Private Banker
Scotiabank
Toronto, ON
We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and…
Added 19 hours ago
Estate and Trust Associate, Scotiatrust - Montreal (12 months contract)
Scotiabank
Montreal, QC
As a Estate & Trust associate, you will provide Estate & Trust Consultants (ETCs) with the support they require to drive new business and advisor engagement within their regions, while…
Added 19 hours ago
MI
Associate Director, Client Data Team
MUFG Investor Services
Halifax, NS
- Full-time
At MUFG Investor Services, we partner with some of the world’s most sophisticated public and private funds to help them operate with confidence and scale. We bring together fund…
Added 22 hours ago
MI
Senior Associate Director, Financial Reporting
MUFG Investor Services
Halifax, NS
- Full-time
MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1…
Added 22 hours ago
AC
Global Mobility Tax - Senior Associate
ACCA Careers
Calgary, AB
- Full-time
…include global tax, immigration, rewards, advisory and Vialto private and our team is the gold standard in navigating the complexities of cross-border compliance, and workforce strategies.…
Added 22 hours ago
VU
Global Mobility Tax - Senior Associate
Vialto UK & Ireland
Toronto, ON
- Full-time
…include global tax, immigration, rewards, advisory and Vialto private and our team is the gold standard in navigating the complexities of cross-border compliance, and workforce strategies.…
Added 22 hours ago
VU
Reward & Equity Consultant - Senior Associate
Vialto UK & Ireland
Toronto, ON
- Full-time
This role offers exposure to complex cross-border projects and the opportunity to develop technical expertise in equity and reward · Our structure eliminates silos, enabling seamless cross-border collaboration and knowledge sharing
Added 22 hours ago
VU
Global Mobility Tax - Senior Associate
Vialto UK & Ireland
Calgary, AB
- Full-time
…include global tax, immigration, rewards, advisory and Vialto private and our team is the gold standard in navigating the complexities of cross-border compliance, and workforce strategies.…
Added 22 hours ago
VU
Global Mobility Tax - Senior Associate
Vialto UK & Ireland
Vancouver, BC
- Full-time
…include global tax, immigration, rewards, advisory and Vialto private and our team is the gold standard in navigating the complexities of cross-border compliance, and workforce strategies.…
Added 23 hours ago
MI
Senior Associate Director, Financial Reporting
MUFG Investor Services
Halifax, NS
- Full-time
MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1…
Added 23 hours ago
R
Associate, Finance
RPIA
Toronto, ON
- Full-time
We are seeking a full-time permanent Associate, Finance, to join our Finance & Operations team.
Added 1 day ago
PQ
Senior Private Client Associate
Prime Quadrant
Toronto, ON
- $80,000 to $100,000 CAD / year
- Full-time
The Senior Private Client Associate (Sr. PCA) plays a critical role in supporting client relationships, portfolio management, investment administration, and cash management activities for…
Added 1 day ago
RD
Associate
RBC Dominion Securities
Pickering, ON
- Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an…
Added 1 day ago
RB
Associate
Royal Bank of Canada
Pickering, ON
- Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an…
Added 1 day ago
T
TD Wealth- Client Service Associate- Private Investment Advice
TD
Quebec, QC
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 1 day ago
MC
Cloud Operations Engineer – Azure AKS Terraform (36170)
Myticas Consulting
Toronto, ON
- Full-time
Myticas Consulting is seeking an experienced Cloud Operations Engineer II for a permanent opportunity with a client in Toronto, Ontario.
Added 1 day ago
Estate and Trust Associate, ScotiaTrust - Montreal (12 months contract)
Scotiabank
Montreal, QC
…engagement within their regions, while maintaining a high level of client service, quality control and operational efficiency. You will perform a variety of functions towards that end,…
Added 1 day ago
T
PIA Client Service Associate
TD
Kelowna, BC
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 1 day ago
ST
Associate, Investor Services - AEOI
SS&C Technologies
Mississauga, ON
- Full-time
Experience in Hedge Fund, Private Equity Fund Administration, Investor Services, or a related financial services environment, or an equivalent combination of education and experience.
Added 1 day ago
R
Associate
RBC
Pickering, ON
- Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an…

Scotiabank

Estate and Trust Associate, ScotiaTrust - Montreal (12 months contract)

Montreal, QC, H3A 3L6, Canada

Apply on jobs.scotiabank.com About employer

Applications open in a new tab.

Job details

Posting language: English
Posted: Nov 9, 2026

Original job description

Requisition ID: 278808
Employee Referral Program – Potential Reward: $1,000.00

We are committed to investing in our employees and helping you continue your career at Scotiabank.

As a Regional Estate & Trust Administrator, you will provide Estate & Trust Consultants (ETCs) with the support they require to drive new business and advisor engagement within their regions, while maintaining a high level of client service, quality control and operational efficiency. You will perform a variety of functions towards that end, mostly dedicated to particular ETCs but working as part of a team that may require your support across several different ETCs / regions at different points in time.

Is this role right for you? In this role, you will have specific accountabilities which include:

Supports ETC prospecting and pipeline management activities. This includes ensuring that new opportunities are properly captured and tracked within Salesforce; providing reporting and/or directing leaders and advisors towards reporting around leads; liaising with the planning teams and Total Wealth Managers (TWMs) to ensure they have whatever data they require to incorporate estate and trust planning into total wealth proposals.

Supports the ETC sales process. This includes file preparation (paper or digital) prior to discovery meeting with the client, which may include requesting the completion of the Estate Planning Questionnaire, copies of existing planning documents, as well as summaries of current financial holdings and any available beneficiary designations. Also includes preparing all necessary new business documentation, which may include fee agreements (paper or digital) as well as any account opening documentation where and when required. Assists the ETC by sending correspondence to law firms, perform follow-up with lawyers and clients.

Provides quality assurance support that helps ETCs ensure their new business is submitted in good order. This includes ensuring that all documentation (original Will, Powers of Attorney, etc.) and reporting is completed accurately, in full, and on time. Support the ETCs on immediate fee reporting.

Facilitates business development and advisor education opportunities. Schedules/confirms client appointments, including confirming road trips and meeting room logistics; assists the ETC to prepare for seminars/webinars – i.e. organizing, registering participants, managing logistics, liaising with presenters and directing advisors to available resources (internal marketing content, etc.)

Provides administrative support to ETCs, as needed. This includes supporting ETCs’ efforts to conduct their business in a digital fashion; managing the flow of mail and couriers where digital processing is not an option; ensuring that the ETC is well stocked with necessary supplies; triaging emails, calls and requests that come to the ETC; and providing support around coordination of meetings and helping with travel arrangements, where feasible.

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Champions a high-performance environment and contributes to an inclusive work environment.

Dimensions

Directly support a small number (1- 4) of ETCs in a region consisting of anywhere from 30-100 advisors across different business lines, and engage with upwards of a dozen other specialists who are integrating estate and trust solutions into their plans and processes
Part of a team that supports approx. 42 ETCs along with other Scotia Wealth Management field staff, which includes over 70 specialist professionals and over 800 relationship managers across the business lines

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

Strong analytical, organizational, communication and interpersonal skills
proficiency with Outlook, MS WORD & TEAMS, Excel, PowerPoint & Salesforce
University degree or equivalent
Knowledge of the Estate & Trust and/or wealth management industry
Industry accreditation (Certificate in Estate and Trust Administration) would be an asset
Working knowledge of legal documents such as Wills, Trust Deeds and Powers of Attorney is an asset
Bilingualism (English-French) is an asset
High attention to detail and solid follow-through capabilities
Ability to prioritize several requirements at once and while under pressure
Excellent team player with the ability to work independently
Demonstrated initiative, pro-activity and sense of responsibility
Dedicated to service excellence for internal and external clients
Ability to effectively manage change

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location(s): Canada : Quebec : Montreal

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.

Apply on jobs.scotiabank.com About employer

More about this job

Responsibilities

The role involves supporting Estate and Trust Consultants with prospecting, pipeline management, and sales process documentation. Additionally, the administrator facilitates business development activities and provides comprehensive administrative support to ensure operational efficiency.

Requirements

Candidates should possess a university degree or equivalent and have strong proficiency in Microsoft Office and Salesforce. Knowledge of the estate and trust industry, along with excellent communication and organizational skills, is required for success in this role.

Skills

Analytical skills
Organizational skills
Communication skills
Interpersonal skills
Outlook
MS Word
Teams
Excel
PowerPoint
Salesforce
Estate and trust administration
Wealth management
Attention to detail
Time management
Bilingualism

Benefits

Employee referral program

Visa sponsorship

Not detected in the job text

Keywords

Estate and Trust
Wealth Management
Salesforce
Client Service
Operational Efficiency
Prospecting
Pipeline Management
Quality Assurance
Business Development
Wills
Powers of Attorney
Trust Deeds
Financial Planning
Administrative Support
Compliance
Risk Management
Bilingualism
Reporting
Data Management
Stakeholder Engagement

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Work requirements

Jobs in Canada