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Added 9 mins ago
PC
Director, Building Science and Resiliency
Pinchin Canada
Wainfleet, ON
- $150,000 to $200,000 CAD / year
- Full-time
…Engineering, and Sustainability. Based in our Burnaby office and reporting to the Senior Vice President, Building Science & Resiliency, this is a senior leadership role for an accomplished…
Added 9 mins ago
PH
Nuclear Medicine PET CT Technologist P2A
Providence Healthcare
Vancouver, BC
- Part-time
…and whether you may qualify, please contact your Recruitment…
Added 9 mins ago
PH
Nuclear Medicine PET CT Technologist P2A
Providence Healthcare
Vancouver, BC
- Part-time
…and whether you may qualify, please contact your Recruitment…
Added 9 mins ago
PH
Nuclear Medicine PET CT Technologist P2A
Providence Healthcare
Vancouver, BC
- Full-time
…and whether you may qualify, please contact your Recruitment…
Added 24 mins ago
EL
Medical Director - Oncology
Eli Lilly and Company
ON · Ontario, Canada
- Full-time
Collaborate with Canadian and global clinical operations teams on study design, investigator identification, site initiation, protocol review, and reporting.
Added 24 mins ago
L
Senior Auditor, Operations | Contract Until March 2028
lululemon
Vancouver, BC
- Full-time
…clarity lead. Our vision is to be a fearless and trusted risk advisor that helps the business act boldly and responsibly when it matters…
Added 24 mins ago
SC
Senior Commercial Advisor
SYSTRA Canada
Toronto, ON
- Full-time
Serve as the lead Owner Representative commercial advisor to Project Delivery and Program Controls teams, providing direction on key commercial, contractual, risk, and governance matters.
Added 24 mins ago
L
Senior Auditor, Technology | Contract Until March 2028
lululemon
Vancouver, BC
- Full-time
…clarity lead. Our vision is to be a fearless and trusted risk advisor that helps the business act boldly and responsibly when it matters…
Added 24 mins ago
UO
Programming Research Specialist, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
Reporting to the Lead, Program Partnerships & Projects, the Programming Research Specialist will research, evaluate and provide reports and recommendations regarding grants, RFPs and…
Added 24 mins ago
UO
Analyst, Financial Reporting
University of Calgary
Calgary, AB
- Full-time
The Financial Reporting team within the VP Finance & Services is currently seeking a Full-time Regular Analyst, Financial Reporting.
Added 24 mins ago
SI
HACCP Advisor
Saputo Inc.
Calgary, AB
- Full-time
Reporting to the QA Manager, the HACCP Advisor is responsible for managing the Calgary HACCP Program, including HACCP Plans, Prerequisite Programs, and associated food safety systems. This…
Added 25 mins ago
CU
Career Consultant
Carleton University
Ottawa, ON
- Other
Reporting to the Manager Career Development, the Career Consultant is responsible for the development and delivery of a full suite of career development services and programs for students…
Added 25 mins ago
D
Offensive and defensive security advisor
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a defensive security advisor, you help identify, analyze, eradicate and mitigate threats to Desjardins's systems, networks and applications. You analyze security incidents and determine…
Added 25 mins ago
C
Applications Development AI Developer, Assistant Vice President
Citi
Mississauga, ON
- Full-time
Perform Integration work and L3 support for over 20+ vendor applications supporting the Tax Reporting, Tax Diligence, and Tax Withholding space. The role involves working with our vendor…
Added 25 mins ago
B
Senior Manager, Strategic Learning
BMO
Toronto, ON · FCP
- Full-time
Provides strategic input into business decisions as a trusted advisor.
Added 25 mins ago
K
Tax Manager, Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
…technology-enabled platforms to deliver high-quality compliance and reporting services. This role offers meaningful leadership responsibility, client exposure, and the opportunity to…
Added 40 mins ago
RP
Audit and Risk Officer
Resource Productivity and Recovery Authority
Toronto, ON
- Full-time
…providing registry services to our regulated community, and reporting publicly on Ontario’s progress towards a circular…
Added 40 mins ago
M
Senior Business Systems Analyst
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Reporting and Insights: Power BI, Databricks, KQL, Azure Data Explorer, and report or dashboard design.
Added 55 mins ago
Total Rewards Analyst
UFA Co-operative Ltd.
Calgary, AB
We are growing and are currently seeking a knowledgeable and customer-focused Total Rewards Advisor to support the administration, communication, and continuous improvement of UFA's total…
Added 55 mins ago
KS
Marketing Manager, Growth & Client Engagement
K2 Services
Corporate Canada Eastern Office
- Full-time
Serve as a trusted marketing advisor for assigned clients, understanding their business objectives and growth priorities.
Added 55 mins ago
E
Advisor, Public Engagement
EPCOR
AB · Edmonton, Alberta
- Full-time
We are hiring a full-time permanent Advisor, Public Engagement position working out of Edmonton, AB.
Added 55 mins ago
WI
Advisor, HSE
WSP in Canada
AB · Edmonton, AB
- Full-time
Help shape a strong culture of health, safety and environmental excellence across WSP’s business sectors. As an Advisor, HSE, you will partner with operational leaders and project teams to…
Added 55 mins ago
WS
Director, Finance & Business Intelligence
Workplace Safety & Prevention Services
Toronto, ON · Greater Toronto Area, Canada
- $166,261.26 to $182,887.39 CAD / year
- Full-time
…occupational health and safety system and a trusted safety advisor since 1917, WSPS has a rich history of making workplaces…
Added 55 mins ago
M
Director of Sales, Canada/ Directeur des ventes, Canada
Marconi
Montreal, QC
- Full-time
Reporting to the Chief Operating Officer and Canadian Market President, the Sales Director, Canada, is responsible for leading Marconi Technologies' growth strategy across the Canadian…
Added 1 hour ago
PI
Director, Building Science and Resiliency
Pinchin in Canada
Richmond, BC
- $150,000 to $200,000 CAD / year
- Full-time
…Engineering, and Sustainability. Based in our Burnaby office and reporting to the Senior Vice President, Building Science & Resiliency, this is a senior leadership role for an accomplished…

Scotiabank

Manager, Estates and Trusts - Ottawa

Ottawa, ON, K1G 6R7, Canada

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Applications open in a new tab.

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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