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
Strong 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.

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Estates and Trusts Manager Ottawa