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

Solid 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 (Montreal)
🏢 Scotiabank
📍 Montreal