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Added 11 mins ago
HN
Rural Economic Development Advisor
Hospitality Newfoundland and Labrador
Gander, NL
- Contract
The Gander and Area Chamber of Commerce is looking to hire a Rural Economic Development Advisor to do additional outreach to our members throughout the Kittiwake Coast, including membership…
Added 11 mins ago
UO
Undergraduate Advisor and Coordinator
University of Waterloo
Stratford, ON · Digital Media Stratford
- Full-time
The Undergraduate Advisor and Coordinator plays a key role in supporting undergraduate students in the Faculty of Arts. The Advisor provides academic advising, supports student engagement…
Added 27 mins ago
A
HR Solutions Partner
AstraZeneca
Mississauga, ON · Canada - Mississauga
- Full-time
Acting as a trusted advisor, the Solutions Partner builds strong relationships with senior managers, offering coaching, policy guidance and practical support rooted in deep HR discipline…
Added 41 mins ago
PM
Director Finance Business Partnership
Philip Morris International
Toronto, ON
- Full-time
The Business Partner Finance Director is a strategic finance leader and trusted advisor to the Managing Director and Leadership Team. The role drives business performance, value creation,…
Added 57 mins ago
RB
Director, New Accounts and Documentation
Royal Bank of Canada
Toronto, ON
- Full-time
Strategic Advisory and Escalation – Serve as senior-level advisor for decision-making across all groups within scope. Act as point of escalation for matters unresolved by managers and as…
Added 1 hour ago
K
Senior Manager, Technology Strategy & Digital Transformation
KPMG
Vancouver, BC
- Full-time
Lead complex CIO Advisory, technology strategy and digital transformation engagements and serve as a trusted advisor to senior business and technology leaders.
Added 1 hour ago
OS
Manager / Senior Manager, Healthcare - Industries and Government Practice
Optimus SBR
Toronto, ON
- Full-time
Manage day-to-day client relationships and serve as a trusted advisor to healthcare leaders and stakeholders
Added 1 hour ago
RC
Management Consulting Director, Technology
RSM Canada
Toronto, ON
- Full-time
…in driving the continued growth of the practice by expanding strategic client relationships, developing new market opportunities, and leading complex technology transformation…
Added 1 hour ago
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Business Development Manager
BMO
Vancouver, BC · WGA
- Full-time
Develops and maintains strategic relationships with centres of influence and third parties (e.g. Brokers, Brokerages, Builders and non-BMO Investment Advisor Offices) for designated home…
Added 1 hour ago
A
Senior Vice President, Energy
AECOM
Markham, ON · Thornhill, Ontario
- $300,000 to $350,000 CAD / year
- Full-time
AECOM is seeking a Senior Vice President, Energy to lead the growth, market positioning, and strategic development of our Energy business across Canada. Reporting as part of the broader…
Added 2 hours ago
HO
Snr Talent Acquisition Business Partner
Humans of HR
Vancouver, BC
- Full-time
Strategic Recruitment: Design and execute effective strategies to attract top professionals in the professional services space
Added 3 hours ago
B
Director, Office North America Workplace Services
BMO
Toronto, ON · YNG
- Full-time
Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
Added 3 hours ago
M
AVP Strategy - Intermediary, Product, Institutional
Manulife
Toronto, ON
- Full-time
Analyze industry dynamics, investor, advisor and institutional client needs, consultant and platform trends, competitor actions, product vehicles, pricing developments and emerging business…
Added 4 hours ago
M
Customer Success Account Manager
Microsoft
Calgary, AB
- Full-time
Build trusted advisor relationships with customer stakeholders and Microsoft teams, helping align technology investments to strategic business priorities and outcomes.
Added 4 hours ago
M
Customer Success Account Manager
Microsoft
Toronto, ON
- Full-time
Build trusted advisor relationships with customer stakeholders and Microsoft teams, helping align technology investments to strategic business priorities and outcomes.
Added 4 hours ago
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Cloud Solution Architect - AI Apps - Full-time LOA backfill
Microsoft
Calgary, AB · Vancouver, BC
- Full-time
Share strategic technical insights with internal teams and communities, participate in external technical events (conferences, seminars, meetups, webcasts, blogs, hackathons), and…
Added 4 hours ago
M
AVP Retirement & Wealth Strategy
Manulife
Toronto, ON
- Full-time
…transformation of our global franchise. The role is trusted advisor to the entire Retirement & Wealth Leadership Team, providing key insights and information to drive the development and…
Added 4 hours ago
MG
HHR Coordinator Lead
Michael Garron Hospital
Toronto, ON
- Full-time
…and mentorship to all extern coordinators. The Lead drives strategic program development, oversees multi-specialty extern roles, leads quality improvement initiatives, data audits, and…
Added 4 hours ago
AI
Lead Consultant
Atlantis IT Group
Canada
- Contract
Influence the Bank's strategic orientation by implementing technological solutions that optimize the quality of services and operations.
Added 5 hours ago
Project Manager, Buildings & Facilities (Contract)
Tiree
Calgary, AB
…construction, occupancy, and closeout. You will act as a trusted advisor to clients, keeping projects on track across scope, schedule, budget, risk, and quality while bringing together the…
Added 5 hours ago
M
Manager, Consulting - Human Resources
MNP
Vancouver, BC
- Full-time
Make an impact with our Executive Search & Recruitment team as a Manager. As a trusted advisor, you will partner with clients to identify, attract and assess executive, senior leadership…
Added 5 hours ago
LV
Seasonal Host
Louis Vuitton
AB · Edmonton, AB
- Part-time
This is an opportunity for those who thrive in a fast-paced environment, see themselves as a true personal ‘advisor’- someone who is seeking to grow their career in a luxury retail…
Added 5 hours ago
A
Bilingual HR Advisor
ALS
Winnipeg, MB · Sudbury, ON · Thunder Bay, ON · CAN - ON - Sudbury
- Full-time
The HR Advisor works with the HR Manager to provide support in all areas of HR to an assigned client group. This role serves as a primary point of contact for managers, supervisors, and…
Added 6 hours ago
CU
Manager, Ceremonies, Events, and Government Liaison
Carleton University
Ottawa, ON
- Other
The university’s Strategic Integrated Plan 2020-2025 is an ambitious vision for the future, anchored in Carleton’s strengths and student-centric, community-engaged values.
Added 6 hours ago
PC
Director, Building Science and Resiliency
Pinchin Canada
Richmond, BC
- $150,000 to $200,000 CAD / year
- Full-time
…Building Envelope and Structural Engineering services, lead strategic pursuits, expand key accounts, and represent Pinchin at conferences, industry events, and client…

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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