Senior Manager, Wealth Management Taxation - Montreal, QC

Requisition ID:

Join a purpose-driven winning team committed to results in an inclusive and high-performing culture.

The Senior Manager, Wealth Management Taxation supports wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax planning expertise and enhancing the delivery of the Total Wealth offering.

Key Accountabilities

• Collaborating with a team of advanced planning specialists to provide tax and estate planning strategies to complex 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 transfer, business transition and succession, insurance, philanthropy...