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Added 14 mins ago
F
Regional Sales Manager, Alberta
Financeit
AB · Alberta, Canada
- $80,000 to $90,000 CAD / year
- Full-time
Build and maintain strong relationships with our business partners, helping them succeed with Financeit
Added 14 mins ago
SL
Marketing Director
SV Law
Guelph, ON
- Full-time
…comprehensive range of practice areas - including services to both business and personal…
Added 14 mins ago
F
Regional Sales Manager, Alberta
Financeit
Remote, Canada
- $80,000 to $90,000 CAD / year
- Full-time
- Remote
Build and maintain strong relationships with our business partners, helping them succeed with Financeit.
Added 14 mins ago
Sous Chef
HelloFresh
Mississauga, ON
Schedule: Tuesday to Saturday, Monday to Friday or Sunday to Thursday covering 4:00 PM - 12:00 AM with flexibility outside these hours based on business needs.
Added 29 mins ago
Sous Chef
HelloFresh
Mississauga, ON
…Sunday to Thursday. Flexibility outside these hours based on business needs will be…
Added 29 mins ago
1
People Business Partner (12-Month Contract)
1-800-GOT-JUNK?
Vancouver, BC · Toronto, ON
- Full-time
Coach and influence leaders. Equip leaders to navigate difficult conversations, manage performance, build engaged teams, and make confident, fair, and effective people decisions.
Added 1 hour ago
BI
Director of Internal Control
Boyd Interactive
Toronto, ON · North York, ON
- $100,000 to $130,000 CAD / year
- Full-time
…delivering internal audit functions across all disciplines – IT, Business, Marketing, Finance, Operations, Regulatry - including evaluating and improving the effectiveness of IT, back…
Added 1 hour ago
SP
Managing Director
Sirius Personnel
Toronto, ON · Greater Toronto Area, Canada
- $200,000 to $250,000 CAD / year
- Full-time
Grow revenue through key account management and new business development
Added 1 hour ago
Assistant Health & Safety Manager
Salit Steel
Toronto, ON
Coach and empower plant managers, shop supervisors, and construction site superintendents to lead safety talks, site inspections, and transparent hazard reporting.
Added 1 hour ago
Corporate Store Supervisor II
Bulk Barn
Kitchener, ON
…Manager and retail store team to ensure service excellence, business profitability and team collaboration. The Corporate Store Supervisor II is responsible to assist in the leadership of…
Added 2 hours ago
D
Senior Manager, Vendor Operations
Deluxe
SK
- Full-time
Build and maintain strong vendor relationships within assigned territories, partnering with Operations and the wider Vendor Management team to support service delivery and performance.
Added 3 hours ago
RV
Commercial Manager – Industry Key Accounts
Royal Van Leeuwen
Bolton, ON
- Full-time
Mange, Coach and Develop business development team within the business unit.
Added 3 hours ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
The Finance Director serves as a strategic business partner to the Leadership Team in support of Husky’s Global Service Business and Customer Success Management strategy. This role provides…
Added 4 hours ago
CG
Chef De Partie, Banquets & Catering Part Time at Assiniboine Park
Compass Group Canada
Winnipeg, MB
- $20.25 CAD / hour
- Part-time
…portion, and appearance of food, expedite in the kitchen as business…
Added 4 hours ago
CG
Assistant Manager, Banquets & Catering
Compass Group Canada
Winnipeg, MB
- Full-time
…successful events with the intent to generate new and repeat…
Added 4 hours ago
CG
Director, Premium
Compass Group Canada
AB · Edmonton, AB
- Full-time
…This role works closely with Unit Managers to lead, train, and coach teams, support operational audits, and drive service excellence across premium spaces. The successful candidate must be…
Added 4 hours ago
BR
Assistant Manager - Out Collection EIA
Banana Republic
AB · Edmonton, AB
- Full-time
…for supporting the execution of the store strategy to achieve performance goals. Through collaboration with your General Manager and/or Assistant General Manager, you will teach and coach…
Added 4 hours ago
SQ
Bilingual ADP Sales Manager
Sunlife Québec
Quebec, QC
- Full-time
In this role, you will lead, coach and develop a team of advisors, helping them build confidence, strengthen sales capabilities and deliver meaningful outcomes for clients. Through…
Added 4 hours ago
P
Commercial Manager
Portland
Calgary, AB
- Full-time
Full support will be provided, including an in-house training coordinator (responsible for structuring your personal development) and a dedicated external performance coach.
Added 4 hours ago
R
Assistant Branch Manager- EN
RBC
Pointe-Claire, QC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales…
Added 7 hours ago
P
Assistant Store Manager
Pandora
Newmarket, ON
- Part-time
Dream to coach and inspire the sales team, fostering accountability for individual and the store performance. Provide real-time feedback and guidance to empower the team in achieving their…
Added 7 hours ago
RB
Assistant Branch Manager
Royal Bank of Canada
Pointe-Claire, QC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales…
Added 8 hours ago
CO
Director, Health, Safety, & Organizational Resilience
City of Saint John
Saint John, NB
- Full-time
…Safety Strategy, establishing strategic priorities, objectives, performance measures, and accountabilities that align occupational health and safety with the City’s broader strategic…
Added 8 hours ago
FC
Senior Manager, Credit Solutions, Commercial Services
FirstOntario Credit Union
St. Catharines, ON
- Full-time
Lead, coach and support team of commercial Business Analysts, strengthening technical skills, business knowledge, performance, and communication of key changes
Added 8 hours ago
A
HR Solutions Partner
AstraZeneca
Mississauga, ON · Canada - Mississauga
- Full-time
Execute HR processes and annual people cycles (Performance Development, RPD, reward cycles, talent forums, data submissions, performance processes) accurately, consistently and on time for…

Scotiabank

Manager, Estates and Trusts - Ottawa

Ottawa, ON, K1G 6R7, Canada

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Job details

Posting language: English
Posted: Nov 3, 2026

Original job description

Requisition ID: 278111

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Manager, Estates and Family Trust provides strategic and operational leadership to the Estates and Family Trust function within Global Wealth Management, supporting MD Financial Management’s lines of business. The role is accountable for delivering high-quality estate and trust administration, maintaining strong operational and regulatory controls, and evolving the function to meet changing client, advisor, and business needs. The successful candidate will bring extensive industry knowledge and strong people leadership, challenge traditional ways of working, and leverage technology and data to modernize processes, improve service delivery and build a high-performing, knowledgeable and resilient team.

Is this role right for you? In this role, you will:

Lead and develop a high-performing team: Coach, mentor and empower employees, build technical expertise and establish clear ownership of operational activities
Foster a culture of accountability, collaboration, continuous learning, sound judgment and exceptional client service
Strengthen team capabilities and resilience: Drive knowledge sharing, cross-training, process documentation and succession planning to reduce key-person dependencies
Oversee estate and trust administration: Ensure accurate, timely and compliant processing of estate settlements, beneficiary distributions and family trust administration, with a strong focus on the client and advisor experience
Strengthen tax, regulatory and risk oversight: Apply sound knowledge of estate and trust taxation, including CRA requirements, T3 and trust reporting, tax documentation and the implications of distributions. Proactively manage operational, financial, regulatory and reputational risks, partnering with Tax, Legal and Compliance to resolve complex matters
Modernize the operating model: Apply industry expertise and leverage technology, automation and data to simplify workflows, eliminate manual activities, strengthen controls, reduce processing times and build scalable, sustainable practices
Drive service excellence: Set clear service standards and performance measures, and use operational data, client feedback and industry practices to close service gaps, improve turnaround times and deliver consistent, high-quality outcomes
Build strong partnerships: Develop effective relationships with internal stakeholders, advisors, legal and tax specialists, external service providers and industry partners to resolve complex matters and support business objectives
Lead change: Translate strategic priorities into practical initiatives and support employees through change while maintaining service quality and business continuity.

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

Extensive experience in estate and trust administration, preferably within a trust company, wealth management organization, financial institution or related professional services environment
Proven People leadership experience, with a track record of coaching and developing employees, building high-performing teams, implementing cross-training and succession planning, and reducing reliance on individual subject-matter experts
Strong knowledge of Canadian estate and trust taxation, including CRA reporting requirements, T3 returns, beneficiary distributions and related compliance obligations.
A forward-looking mindset and experience leading operational transformation, with the ability to challenge established practices, bring external industry insights and implement sustainable, technology-enabled solutions such as workflow management, automation, digital documentation and data analytics
A strong client-service mindset, with experience improving service standards and managing complex client situations while balancing efficiency with quality, accuracy and regulatory requirements
Sound judgment and problem-solving skills, with the ability to navigate complex estate and trust matters, assess risks and make informed recommendations.
Strong relationship-building and influencing skills, with the ability to collaborate with advisors, legal and tax professionals, business partners and external stakeholders.
Excellent organizational and execution skills, with the ability to manage competing priorities, lead to change and deliver results in a complex, deadline-driven environment
A university degree in Business, Finance, Accounting or a related discipline is preferred. Designations such as TEP (STEP) or other recognized trust, estate or financial planning qualifications are an asset.

What's in it for you?

The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers. Your career matters! You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and celebrates success! You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one! You will relish work-life balance, team events, and opportunities to participate in the community

#L1#LI-CB1 -CB1

Location(s): Canada : Ontario : Ottawa

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.

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More about this job

Responsibilities

Lead the Estates and Family Trust function, overseeing estate settlements, beneficiary distributions, trust administration, tax reporting, regulatory controls, and risk management. Develop a high-performing team and modernize operations through technology, data, improved service standards, and effective partnerships with internal and external stakeholders.

Requirements

Requires extensive estate and trust administration experience, strong people leadership, and knowledge of Canadian estate and trust taxation, CRA reporting, T3 returns, and compliance. Candidates should also bring experience in operational transformation, client service, risk assessment, stakeholder collaboration, and change leadership; a relevant university degree is preferred, and TEP or related designations are an asset.

Skills

Estate And Trust Administration
People Leadership
Team Development
Canadian Estate And Trust Taxation
CRA Reporting
T3 Returns
Regulatory Compliance
Risk Management
Operational Transformation
Workflow Automation
Data Analytics
Client Service
Change Management
Stakeholder Relationship Building
Problem-Solving
Succession Planning

Benefits

Performance Bonus
Employee Share Ownership Program
Pension Plan Matching
Banking Benefits
Health Benefits
Career Development Opportunities
Work-Life Balance
Team Events
Community Participation Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Estate Administration
Trust Administration
Family Trusts
Estate Settlements
Beneficiary Distributions
Estate Taxation
Trust Taxation
CRA Requirements
T3 Returns
Trust Reporting
Tax Documentation
Regulatory Controls
Risk Management
Workflow Management
Automation
Digital Documentation
Data Analytics
Operational Transformation
Service Standards
Succession Planning
Cross-Training
Change Management
Client Service
TEP
STEP
Global Wealth Management
Financial Services

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