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Added 9 mins ago
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Head of Enterprise Marketing - Canada
Naboo
Montreal, QC
- Full-time
…player-coach role: you lead a team of three (an ABM / Campaign Manager, a field marketer in Europe and a field marketer in the US you will hire) and work hand in hand with Growth, Brand &…
Added 9 mins ago
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Field Marketing Manager, North America - Montreal
Naboo
Montreal, QC
- Full-time
…signature. Your events put our sales team in the room with the people who sign, procurement, finance and the leaders who own meetings and events, and turn those moments into…
Added 9 mins ago
CS
Assistant Manager
Champs Sports
Vancouver, BC · Greater Vancouver, BC
- Full-time
…agility and edge that define the brand. We’re looking for great people who want to influence culture and the generation that is shaping what’s…
Added 9 mins ago
QL
Carpenter (Testing Technician)
QAI Laboratories
Burnaby, BC
- Full-time
Other duties as assigned by the manager or its designee.
Added 25 mins ago
SC
chef de quart - Store# 04074, LES PROMENADES ST-BRUNO
Starbucks Coffee Company
Saint-Bruno-de-Montarville, QC · St-Bruno-de-Montarville, QC,CA
- Full-time
As a Starbucks Shift Supervisor, you will assist the store manager in executing store operations during scheduled shifts. As a team lead, you will deploy partners and delegate tasks to…
Added 39 mins ago
SO
Administrative Assistant
SERVPRO of Vacaville / Dixon
Grand Rapids, MB
- Full-time
Maintain open communication with the General Manager regarding issues, concerns and needs
Added 1 hour ago
TB
accommodation services manager
Travelodge Bracebridge
Bracebridge, ON
- Full-time
Added 1 hour ago
DQ
restaurant manager
Dairy Queen
ON · Hannon, ON
- Full-time
Participates in a government or community program or initiative that supports Indigenous people
Added 1 hour ago
AK
restaurant manager
Aunty's Kitchen
Waterloo, ON
- Full-time
Added 1 hour ago
SD
Store Administrator, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Pickering, ON
- Part-time
Review timesheets against payroll posting and advise the manager of any discrepancies.
Added 1 hour ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
…trails and quaint shops. It is a touristy town where a lot of people come to visit, but parking usually is not a…
Added 1 hour ago
SA
Cook 1
SSP America
Winnipeg, MB
- Full-time
Practice general and specific cleanings using the appropriate products as indicated by the manager in order to meet hygiene standards.
Added 1 hour ago
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Forward Deployed AI Engineer - Senior Manager
Accenture
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON
- Full-time
At Accenture, we hire the best people and help them become even better through world-class training, career counseling, mentoring and support to help you maintain professional success.
Added 1 hour ago
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Assistant Store Manager
Pandora
Newmarket, ON
- Part-time
As the largest jewelry brand in the world, we a give a voice to millions of people’s loves every day. Our beautiful products empower people all around the world to express themselves. We…
Added 1 hour ago
Pharmacist - Clinical Pharmacy
Nova Scotia Health and IWK Health
Halifax, NS
Under the direct supervision of the Manager Clinical Services, the Pharmacist will participate in the provision of direct pharmaceutical care to inpatients/outpatients as a member of the…
Added 1 hour 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 2 hours ago
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Live-in Resident Manager
Boardwalk
Victoria, BC
- Full-time
We pride ourselves in providing the best customer service and helping people find their perfect home. Customer Service is an integral part of our Company Values and we are looking for…
Added 2 hours ago
UO
Director, Office of Education
University of Alberta
Edmonton, AB
- Full-time
…in the Office of Education. Reporting to the College General Manager, the Director provides strategic leadership and operational support for education across the college, working…
Added 2 hours ago
TS
Program Coordinator – Warming Centre
The Salvation Army Canada and Bermuda Territory
Prince Albert, SK
- Full-time
For more than 130 years, The Salvation Army has served people in need in communities across Canada and Bermuda. Building on our roots as a world-wide Christian church, each year we help…
Added 2 hours ago
WC
(CAN) Leader des ressources humaines en magasin
Walmart Canada
MB · Saint-Laurent, MB
- Contract
Position Summary...The People Lead supports the Store Manager and leadership team by leading human resources functions that promote compliance, engagement, and operational excellence. This…
Added 2 hours ago
LH
Job Title Tenant Support Worker
Lookout Housing + Health Society
Courtenay, BC
- Internship
…who have few, if any, housing or support options. Because the people we serve have challenges meeting basic needs and goals, we place minimal barriers between them and our services. For…
Added 2 hours ago
LH
Job Title Shelter Resource Worker
Lookout Housing + Health Society
Courtenay, BC
- Full-time
…who have few, if any, housing or support options. Because the people we serve have challenges meeting basic needs and goals, we place minimal barriers between them and our services. For…
Added 2 hours ago
FF
Part-Time Sales Associate - Famous Footwear CAN
Famous Footwear
QC · Saint-Laurent-de-l'Île-d'Orléans, QC
- Part-time
Must exercise independent judgment and discretion partnering with Store Sales Manager as needed
Added 2 hours ago
LH
Job Title Licenced Practical Nurse
Lookout Housing + Health Society
Abbotsford, BC
- Internship
…Reduction Program under the direction of the Health Programs Manager, including oversight of harm reduction supplies throughout the Society, orienting and supporting staff to carry out…
Added 2 hours ago
NA
Client Manager, Commercial Insurance
NFP, an Aon company (Canada)
Hamilton, ON
- Full-time
The Ontario Commercial Lines Division has an immediate need for an Account/Client Manager to interact with clients on a day-to-day basis while developing and maintaining relationships with…

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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