21 Oct
|
Confidential
|
Vancouver
21 Oct
Confidential
Vancouver
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Requisition ID:
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Job Purpose
The Senior Manager, Wealth Management Taxation, National Tax Office plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax and estate planning expertise and enhancing the delivery of the Total Wealth offering.
Key Accountabilities
Enhance the delivery of the Total Wealth offering through the integration of tax and estate planning expertise by:
- Collaborating with advisory teams and our Total Wealth Planning team members across the respective region to provide tax and estate planning strategies to high net worth (HNW) and ultra-high net worth (UHNW) clients as part of a holistic wealth planning process that clients may then consider and implement with their own tax and legal advisors;
- Consulting and discussing with advisors and their HNW and UHNW clients pointed tax information and guidance highlighting options regarding tax, trust and estate, intergenerational wealth
📌 Senior Manager, Wealth Management Taxation, National Tax Office - Vancouver/Calgary
🏢 Confidential
📍 Vancouver