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Added 15 mins ago
RB
Director, Cash Management
Royal Bank of Canada
Toronto, ON
- Full-time
Added 15 mins ago
RB
Senior Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Montreal, QC
- Full-time
…what sets you apart from the crowd. This role is all about professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized…
Added 15 mins ago
RB
Investigations Officer
Royal Bank of Canada
Halifax, NS
- Full-time
Proven experience thriving in dynamic, fast-paced operational environments, with a track record of delivering results under pressure
Added 15 mins ago
CH
Workplace Experience Coordinator
CBRE HV
Vancouver, BC
- Full-time
Acknowledge inquiries or complaints from employees, guests, and co-workers. Provide solutions in a professional customer service driven manner.
Added 29 mins ago
LC
Athletics & Recreation Coordinator
Lambton College
Sarnia, ON
- Internship
We are fostering a vibrant culture of community, collegiality, and professional growth for our people to ensure we are the best at being better.
Added 29 mins ago
E
Lead Mechanical Engineer
Englobe
Saskatoon, SK
- Full-time
10 + years of direct experience in mechanical design engineering for commercial, institutional, muti-family, and light indutrial HVAC or equivalent experience and responsibilities is…
Added 29 mins ago
H
Harveys - Overnight - Cashier/Garnisher
Harvey's
Toronto, ON · Etobicoke, ON
- Full-time
…hands-on and our team works together to deliver the Perfect Guest Experience to our guests each and every time. We genuinely care about each Guest and every…
Added 29 mins ago
JR
Server Assistant - Jump
Jump Restaurant
Toronto, ON
- Part-time
…to business professionals looking for an exceptional dining experience, you’ll play a key role in creating unforgettable moments. This is the place for hospitality professionals who want to…
Added 29 mins ago
QL
Carpenter (Testing Technician)
QAI Laboratories
Burnaby, BC
- Full-time
…testing experts, QAI Laboratories Ltd. (QAI) is a multi-national professional certification body, test laboratory, and inspection agency with offices throughout North America and Asia. We…
Added 45 mins ago
PS
SMTS 2
Platform9 Systems
Canada
- Full-time
…the experienced infrastructure team, offering a familiar GUI experience for managing VMs and containers, seamless integration with your existing hardware and third-party storage, and…
Added 59 mins ago
C-
Commercial HVAC Service Technician
Captiveaire - Region 114 Western PA
Rivière-Saint-Jean, QC
- Full-time
Customer Care: Communicate clearly and professionally with facility managers, property owners, and team members regarding system status, required repairs, and maintenance recommendations.
Added 59 mins ago
SO
Administrative Assistant
SERVPRO of Vacaville / Dixon
Grand Rapids, MB
- Full-time
Are you a hard-working office professional? Do you enjoy helping others?
Added 59 mins ago
W
(CAN) General Merchandise Associate (Overnight)
Walmart
Delta, BC
- Part-time
…fast‑paced retail environment. In this role, you deliver excellent customer service by living Walmart’s values, maintaining a well‑organized and customer‑ready sales floor, and supporting…
Added 59 mins ago
W
General Merchandise Associate
Walmart
Cranbrook, BC
- Part-time
…fast‑paced retail environment. In this role, you deliver excellent customer service by living Walmart’s values, maintaining a well‑organized and customer‑ready sales floor, and supporting…
Added 1 hour ago
TC
Skate Patrol
The Corporation of the City of Sarnia
Sarnia, ON
- Full-time
…addressing and resolving any conflicts or issues among skaters in a professional manner; communicating effectively with team members and management to ensure smooth operation; and promoting…
Added 1 hour ago
C-
Technical Sales and Field Service Engineer
Captiveaire - Region 114 Western PA
Ottawa, ON
- Full-time
Continuously evaluate and improve processes as well as the customer experience.
Added 1 hour ago
VM
Student BDR
Vantage Marketing Canada
Toronto, ON · Greater Toronto Area, Canada
- Internship
You'll gain hands-on experience in customer acquisition, communication, negotiation, and business development while receiving consistent coaching and mentorship.
Added 1 hour ago
J
Bilingual Sales Ops Specialist
Jobgether
Canada
- Full-time
In this role, you will play a key part in supporting sales operations and ensuring the smooth execution of customer projects across a dynamic IT services environment. Working closely with…
Added 1 hour ago
Railway Station Security Supervisor
GardaWorld
Emerson, MB · Winnipeg, Mani
As a Railway Station Security Supervisor, there is a high focus on customer service, De- escalation of situation, Perform and document environmental checks, ensuring smooth security…
Added 1 hour ago
S
External Interface Engineer - ALTO
SYSTRA
Montreal, QC
- Full-time
Education: Bachelor’s degree in civil, electrical, mechanical, or systems engineering (advanced degree preferred); professional licensure/chartership desirable.
Added 2 hours ago
RB
Senior Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Ottawa, ON
- Full-time
…what sets you apart from the crowd. This role is all about professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized…
Added 2 hours ago
RB
Financial Advisor Intern
Royal Bank of Canada
Prince Albert, SK
- Full-time
…that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert…
Added 2 hours ago
WC
(CAN) General Merchandise Associate
Walmart Canada
Kamloops, BC
- Full-time
…fast‑paced retail environment. In this role, you deliver excellent customer service by living Walmart’s values, maintaining a well‑organized and customer‑ready sales floor, and supporting…
Added 2 hours ago
WC
(CAN) General Merchandise Associate
Walmart Canada
Kamloops, BC
- Full-time
…fast‑paced retail environment. In this role, you deliver excellent customer service by living Walmart’s values, maintaining a well‑organized and customer‑ready sales floor, and supporting…
Added 2 hours ago
W
General Merchandise Associate - Overnight
Walmart
Saskatoon, SK
- Part-time
…fast‑paced retail environment. In this role, you deliver excellent customer service by living Walmart’s values, maintaining a well‑organized and customer‑ready sales floor, and supporting…

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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