Senior Wealth Transition & Business Advisory Lead (Vancouver)

Senior Wealth Transition & Business Advisory Lead (Vancouver)

19 Apr
|
Scotiabank
|
Vancouver

19 Apr

Scotiabank

Vancouver

A major financial institution in Vancouver is seeking a Senior Manager for Business and Wealth Transition. This role involves leading the delivery of integrated total wealth solutions, promoting advanced planning services, and strengthening local partnerships. The ideal candidate should have a university degree, CPA qualification, and at least ten years of experience in advanced planning solutions for business owners and Ultra High Net Worth families. The position emphasizes collaboration, communication, and client relationship management.
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📌 Senior Wealth Transition & Business Advisory Lead (Vancouver)
🏢 Scotiabank
📍 Vancouver

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