Shape trust administration operations for MD Financial Management in Ottawa, strengthening controls, service standards, and scalable technology-enabled workflows. Lead change with sound judgment.

This Manager, Estates and Family Trust role supports Global Wealth Management and MD Financial Management’s lines of business. You will set operational direction, improve turnaround times, and maintain quality, accuracy, and regulatory compliance. Success requires industry knowledge, relationship-building, and the ability to guide teams through practical change.

Key Responsibilities:

- Set service standards, performance measures, and operational priorities
- Improve turnaround times through data and client feedback
- Document processes, cross-train employees, and plan succession
- Resolve complex matters with Tax, Legal, and Compliance




- Translate strategic priorities into practical change initiatives

Requirements:
- Extensive experience within trust, wealth, financial, or related services
- Knowledge of CRA requirements, T3 returns, and trust reporting
- Robust client-service mindset balancing efficiency, quality, and compliance
- Sound judgment managing complex matters, risks, and recommendations
- Excellent organization and execution amid competing priorities

Use operational leadership, trust taxation knowledge, and process modernization skills to deliver consistent, compliant outcomes for clients and advisors.

📌 Trust Administration Operations Manager (Ottawa)
🏢 Scotiabank
📍 Ottawa