Lead estates and trust administration in Ottawa, applying Canadian taxation expertise and people leadership within Global Wealth Management. Modernize operations through technology and data. As Manager, Estates and Family Trust, you will provide strategic and operational leadership supporting MD Financial Management’s lines of business. You will oversee compliant estate settlements, beneficiary distributions, and family trust administration. The role combines team development, regulatory oversight, service improvement, and operational transformation.

Key Responsibilities
- Lead, coach, mentor, and develop a high-performing team
- Oversee accurate, timely, compliant estate and trust administration
- Strengthen tax, regulatory, operational, and reputational risk oversight
- Modernize workflows using technology,



automation, and operational data
- Build partnerships with advisors, specialists, and external providers

Requirements:
- Extensive estate and trust administration experience
- Proven people leadership, cross-training, and succession planning experience
- Robust Canadian estate and trust taxation knowledge
- Experience leading technology-enabled operational transformation
- University degree preferred; TEP or related designations are assets Bring estate administration, Canadian tax, leadership, and transformation expertise to strengthen client and advisor service in Ottawa.

📌 Estates and Trusts Manager Ottawa
🏢 Scotiabank
📍 Ottawa