Online Specialist

3 weeks ago


Toronto ON, Canada Scotiabank Full time

The CES is a key member of the Business and Wealth Transition team in the Advanced Planning and Services Group.


Take a lead role in driving business results through assisting with the delivery of an integrated total wealth planning solution for ultra-high net worth clients and business owners, including:
Undertaking a high-level assessment to understand current state, which may include a review of key personal and corporate information and relevant documents;
Where appropriate, undertaking a more thorough discovery and analysis, which may require discussions with client's outside professionals to ensure proper coordination, identifying both short-term and long-term gaps and opportunities, and presenting clients with recommendations that reflect an integrated and total wealth solution;
Where appropriate, preparing alternative strategies/scenarios (through the use of planning software and other tools); Reinforcing messaging and tactics being delivered by the Head Office BWT team;
Helping to identify target clients that would benefit from BWT engagements; Working closely with local sales management leaders to create awareness and identify opportunities to promote the BWT offering.
Build local relationships to strengthen BWT offer by:
Developing a thorough understanding of the Scotiabank Team of Experts (TOE) offerings and strong working relationships with local partners;
Insurance Consultants, Trust & Estate Consultants, Trust Officers, Philanthropy Specialists, Private Bankers, Insurance Financing Specialists, Debt & Equity Financing Specialists, and Commercial Bankers; Developing and managing local relationships with external specialists and engaging them as part of the advanced planning process, as required, which may include any of: niche tax specialists, business consultants, business valuators, family facilitators, and legal experts.
Assisting in the development and testing of processes, policies and other tools to continue to build and enhance the BWT offering;
Participating actively in team learning development activities, and team performance achievements;
Building effective working relationships across the team, and with various business line and corporate function contacts;
Education/Work Experience/Designations:


Minimum ten years' professional experience in corporate/commercial/estate law, in private practice and/or corporate business environment which may also include delivering advanced business succession planning solutions, and/or consulting, to business owners and/or Ultra High Net Worth clients. Designations in professional financial planning and advanced estates and trusts through STEP or a recognized certification association.
Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.


If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please . Candidates must apply directly online to be considered for this role.



  • Toronto, ON, Canada Intact Full time

    Our employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you’re bringing this purpose to life alongside a passionate community of experts. Feel empowered to learn and grow while being valued for who you are– here, diversity is a strength. Our...

  • Online Specialist

    7 days ago


    Waterloo, ON, Canada Equitable Life of Canada Full time

    it's about being part of a workplace that helps you grow and reach your full potential. Position Title: Senior Technology Specialist, Information Security Reports To: Senior Technology Manager, Information Security Department: IT Security & BCP Term: Permanent Full-Time You will work in our office in Waterloo, ON a minimum of two (2) assigned,...

  • Product Manager

    7 days ago


    Toronto, ON, Canada Adevinta 2021 Full time

    Kijiji is the #1 online classifieds site in Canada and one of Canada’s top 10 most-visited digital sites. We’re a leader in helping users find and trade goods and services in their communities, including Autos, Real Estate and Jobs. We’re proud of our engaged and collaborative team and were recently named one of the top Toronto Tech Employer Brands. ...


  • Toronto, ON, Canada Nharo Africa Full time

    We have a passion for culture and a strong brand within our space. You are highly organized with a hands on approach to inventory. You are Social Media Savvy and know how to build a following and market products. Proven experience in managing social media, ecommerce platforms and driving online sales Knowledge of best practices in ecommerce, including...


  • Toronto, ON, Canada Grant Thornton Full time

    Where everyone’s friendly and helps each other out? Except here we’re all professionals and there isn’t a mayor or a general store. What we’re trying to say is that we’re a large and growing professional services firm that still feels like a community. We employ over 3000 people across Canada, and we truly care about our colleagues, our clients and...

  • Online Specialist

    1 week ago


    Oakville, ON, Canada Halton Healthcare Full time

    Child Life Specialist - PFT - Paediatrics Full-time Shift Schedule (Hours are subject to change based on operational needs): Mon-Fri – 7.5 hour day shifts Permanent Full-time Department: Maternal Child - Paediatrics Halton Healthcare’s vision of Exemplary patient experiences, always, goes beyond just the patient experience; At Halton Healthcare...

  • Online Specialist

    2 weeks ago


    Toronto, ON, Canada BDO Full time

    BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. We're looking for an Intermediate Endpoint Management Specialist to join our BDO Canada IT team and take part in the following responsibilities: ...


  • Toronto, ON, Canada Amazon Full time

    Job ID: 2623406 | Amazon.com.ca, Inc. - A49 Amazon's Canada team is looking for an experienced, enthusiastic, hard-working, analytical and creative candidate to join our Hardlines team. You will work directly with a portfolio of strategic vendor partners to develop their business, acting as a liaison and executing a joint business plan. The team operates...


  • Toronto, ON, Canada HungryPanda Full time

    HungryPanda, headquartered in London, UK, is a specialist food delivery platform providing authentic Chinese food and groceries to Chinese compatriots and students abroad since its establishment in 2017. HungryPanda’s vision is to become the global market-leading platform that enables overseas Chinese businesses in the food industry and connects Chinese...


  • Toronto, ON, Canada Halifax Water Full time

    Reporting to the Talent Acquisition Lead, the Talent Acquisition Specialist will be responsible for the full cycle recruitment of various positions across Halifax Water. As a Talent Acquisition Specialist, you will work in conjunction with the People and Culture team members to provide expertise and hands-on support in a broad range of human resources...


  • Toronto, ON, Canada GPAC Full time

    Business Development Specialist- Professional Services Our client is seeking a Business Development Specialist to partner with them on strategic growth of their practice. The ideal candidate will have proven experience in and a passion for sales, networking, marketing, event planning, and client relationship management within a professional...


  • Toronto, Canada The Home Depot Canada Full time

    **Position Purpose** Reporting to the eCommerce Digital Content Manager, the **eCommerce Merchandising Specialist** works closely within merchandising’s 360 teams to execute online merchandising projects. The Specialist is also responsible for achieving article onboarding metrics within their category and supporting the Online Merchant’s strategic...

  • PPC Specialist

    7 days ago


    Toronto, Canada Tim Sold Real Estate Team Full time

    **Job description** The TimSold Real Estate Team is looking for an experienced PPC Specialist. (Facebook & Google Ads / YouTube Ads) A PPC Specialist’s goal is to ensure our online marketing efforts have the highest possible return on investment and Lead generation. (ROI) **Responsibilities**: The PPC Specialist is responsible for the healthy...

  • Phone Specialist

    3 weeks ago


    Toronto, ON, Canada SENTALER Full time

    COMPANY DESCRIPTION SENTALER is a fast-growing, global luxury fashion company based in Toronto. Our mission is to inspire and empower our consumers and community through our collections and partnerships. Creativity and attention to detail is at the forefront of our strategy, while we strive to empower individualism, inclusivity and diversity and...


  • Toronto, ON, Canada Tru Full time

    Salesforce Email Marketing and CRM Specialist We are not just a digital agency; we're architects of online experiences, innovators in the digital landscape, and partners in our clients' success stories. Our journey began with a simple yet powerful vision — to transform businesses through strategic and creative digital solutions. At Tru, we pride...


  • Toronto, ON, Canada OntarioMD Full time

    IT Service Management and Adoption Specialist IT Service Management and Adoption Specialist Permanent Full Time Reporting to the Manager of IT Operations and Support, the IT Service Management and Adoption Specialist is responsible for deploying and managing OntarioMD’s corporate IT services, including various Microsoft online services, and for...


  • Toronto, ON, Canada Questrade Financial Group Full time

    Bilingual New Accounts Specialist (English/Mandarin) (Hybrid) Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...


  • Toronto, ON, Canada Questrade, Inc. Full time

    Bilingual New Accounts Specialist (English/Mandarin) (Hybrid) Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...


  • Toronto, ON, Canada Quantum Full time

    Accounts Receivable Specialist QMS has a requirement for an experienced Accounts Receivable Specialist with their well-known Utilities client downtown. Your role involves handling customer inquiries, preparing financial statements, treasury reports, and cost analysis. Process payments for invoices related to goods and services. - Reconcile assigned...

  • Online Specialist

    5 days ago


    Toronto, ON, Canada Tundra Technical Solutions Inc. Full time

    Join our team Fully Managed by Client is a one-stop-shop for technology solutions that help businesses navigate and succeed in today's digital world of work. With decades of collective experience in IT, Fully Managed by Client provides companies with the technology support, expertise, and products and services they need to be productive and proactive -...