Business and Wealth Transition Specialist

1 week ago

Toronto, Ontario, Canada Scotiabank Full time

Requisition ID: 199173

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

Business and Wealth Transition Specialist (farming/agriculture background and experience)

Summary:

The Business and Wealth (BWT) Specialist is a key member of the Advanced Planning and Services group.

The BWT Specialist is responsible for providing an integrated total wealth planning solution, and advisory support, to our Ultra High Net Worth (UHNW) and business owner clients. This includes leading the in-depth total wealth planning consultation process, coordinating the integration of other experts, and delivering comprehensive recommendations that lead to the deepening of existing, valuable client relationships and the acquisition of new UHNW clients.

Role Responsibilities

1. Take a lead role in driving business results through delivering an integrated planning total wealth planning solution for ultra-high net worth clients and business owners, including:

  • Engaging in consultation meetings with clients or prospects and their RMs to identify opportunities where a client is having a transition event in their business and/or in their wealth;
  • Leading the discovery process to identify goals for business transition and ownership structures, family financial security, continuity, and legacy;
  • 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); and
  • Providing information and direction on complex issues to TOE and SFPCs (in preparation of personal financial plans).

2. Build awareness, engagement and education of the BWT offer by:

  • Being proactive in internal and external communications around UHNW planning and business transition as a total wealth offering available throughout Scotiabank;
  • Providing regional support through the delivery of presentations, conference calls and one-on-one discussions with RMs/Advisors, TOE, etc.;
  • Reinforcing messaging and tactics being delivered by the Head Office BWT team;
  • Assisting in the development and/or delivery of client/prospect events;
  • Helping to identify target clients that would benefit from BWT engagements; and
  • Working closely with local sales management leaders to create awareness and identify opportunities to promote the BWT offering.

3. 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;
  • Coordinating TOE integration throughout applicable advanced planning engagements – these experts would include any of: Insurance Consultants, Will & Estate Planners, Trust Officers, Philanthropy Specialists, Private Bankers, Insurance Financing Specialists, Debt & Equity Financing Specialists, and Commercial Bankers; and
  • 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.

4. Contribute to the effective functioning of the BWT team by:

  • 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;
  • Ensuring the delivery of an excellent and consistent client experience;
  • Facilitating a culture of open and honest communication;
  • Actively participating and contributing to touch bases and team meetings;
  • Encouraging the generation of new ideas and approaches;
  • Actively sharing knowledge and experience to enhance the development of all team members; and
  • Developing and executing a meaningful employee development plan.

Education/Work Experience/Designations:

Musts:

  • University degree
  • Professional designation (CPA,CA)
  • CICA In-Depth Tax Course
  • Faming background with a deep understanding of the farming environment
  • Minimum ten years' experience delivering advanced planning solutions, and/or consulting to business owners, specifically to owners in the agricultural and farming community.

Desirables:

  • Family Enterprise Advisor Program
  • Accredited financial planning designation (CFP, RFP, PFP, Pl. Fin -IQPF applicable for Quebec)
  • CICA Advanced Tax Issues for the Owner-Managed Business Course
  • Life Insurance license

Location(s): Canada : Ontario : London || Canada : Alberta : Calgary || Canada : Manitoba : Winnipeg || Canada : Ontario : Guelph || Canada : Saskatchewan : Saskatoon

Scotiabank is a leading bank in the Americas. 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.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. 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 click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

  • Business and Wealth Transition Specialist

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Business and Wealth Transition Specialist - Farming/Agriculture Requisition ID: 199173 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Business and Wealth Transition Specialist (farming/agriculture...

  • Business and Wealth Transition Specialist

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 199173Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Business and Wealth Transition Specialist (farming/agriculture background and experience) Summary: The Business and Wealth (BWT) Specialist is a key member of the Advanced Planning and Services group. The BWT Specialist is responsible...

  • Wealth Management Portfolio Administrator

    1 week ago

    Toronto, Ontario, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Senior Manager, Wealth Management Taxation

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 196275 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Senior Manager, Wealth Management Taxation Toronto Job Purpose: The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth...

  • Wealth Management Portfolio Administrator

    7 days ago

    Toronto, Ontario, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth?Chronicle Wealth is a top-tier multi-family office that offers expert wealth management services to highly successful Canadian families. With a diverse team, we provide strategic investment, insurance, risk management, tax and estate planning, and financial advice to our clients. Our goal is to simplify and enhance our clients'...

  • Wealth Management Portfolio Administrator

    1 week ago

    Toronto, Ontario, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth stands out as a top-notch multi-family office offering personalized wealth guidance to prosperous Canadian families. Our diverse team delivers strategic investment, insurance and risk management, tax and estate planning, along with financial advice to our esteemed clients. Our primary goal revolves around simplifying...

  • Wealth Planning Support Specialist

    7 days ago

    Toronto, Ontario, Canada TD Bank Full time

    400055BRWealth ManagementToronto, ONFebruary 16, 2023Company OverviewDepartment OverviewThe Wealth Planning Support (WPS) group is a business unit within Private Wealth Management dedicated to providing advisory, planning, and training support to TD Wealth advisors in Financial Planning and Private Wealth Management.Job Description:The Wealth Planning...

  • Senior Manager, Wealth Management Taxation

    1 week ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: Senior Manager, Wealth Management Taxation Requisition ID:...

  • Enterprise Risk Specialist

    7 days ago

    Toronto, Ontario, Canada Aviso Wealth Full time

    Aviso:The Opportunity:We're looking for an Enterprise Risk Specialist to join our Enterprise Risk Management team.Reporting to the Director, Enterprise Risk Management the Enterprise Risk Specialist is responsible for working closely with senior stakeholders to assess and monitor emerging and developing risks. Your expertise will drive the implementation of...

  • Wealth Insurance Advisor

    7 days ago

    Toronto, Ontario, Canada TD Bank Full time

    TD DescriptionStay current and competitive. Carve out a career for yourself. Grow with us.Department OverviewTD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.Wealth Insurance Services offers clients a complete and...

  • Corporate Secretarial Specialist

    1 week ago

    Old Toronto, Ontario, Canada IG Wealth Management Full time

    Division: IGM-LegalLocation: Toronto or WinnipegIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their...

  • Corporate Estate Specialist

    1 week ago

    Old Toronto, Ontario, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 197254Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The CES is a key member of the Business and Wealth Transition team in the Advanced Planning and Services Group. The CES ensures that our...

  • Onboarding Support Coordinator

    7 days ago

    Toronto, Ontario, Canada Richardson Wealth Full time

    Employment Status:Temporary Full-TimeLocation:Toronto, ONDepartment:Advisor Experience & GrowthReporting To:Transition & Training SpecialistJob Id:TAD - 001Job Level:L3Seniority Level:AssociatePosition Overview:The Onboarding Support Coordinator is a high energy and adaptable role responsible for the planning and execution of onboarding new high net worth...

  • Scotiamcleod Wealth Committee Associate

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 179840As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...

  • Wealth Associate

    7 days ago

    Toronto, Ontario, Canada Owens MacFadyen Group Full time

    Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market. Since 1995 we have been providing a unique team-based approach to Comprehensive Wealth Management that allows our clients to achieve significantly better outcomes.OMG is committed to its clients and its people. We pride ourselves on delivering...

  • Business and Implementation Specialist

    1 week ago

    Toronto, Ontario, Canada Manulife Insurance Malaysia Full time

    Small Business Implementation Specialist page is loaded Small Business Implementation Specialist Apply locations CAN, Ontario - Full Time Remote CAN, New Brunswick - Full Time Remote CAN, Manitoba - Full Time Remote CAN, Saskatchewan - Full Time Remote CAN, Quebec - Full Time Remote time type Full time posted on Posted Yesterday job requisition id JR We are...

  • Translation Specialist

    7 days ago

    Toronto, Ontario, Canada Richardson Wealth Ltd Full time

    About Us:As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase - a multi-year transformational journey to enhance our...

  • Partner Support Specialist

    1 week ago

    Toronto, Ontario, Canada Wellington-Altus Private Wealth Inc. Full time

    Partner Support SpecialistLocation: This position can be located in any of our offices in CanadaOur organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus...

  • Director, Canadian Wealth Management Operations

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    The Director of Canadian Wealth Management Operations is responsible for all operational support needed for Canadian Wealth Management businesses. They define operational strategies and manage their execution through the development, delivery of operational policies, procedures, and technology-enabled, innovative solutions.Is this role right for you? In this...

  • Business Application Specialist

    3 weeks ago

    Toronto, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionJob DescriptionWhat is the Opportunity?Do you want to take your Wealth Management career to the next level and leverage your passion for our business to help others succeed? Do you also enjoy working in an environment that:Promotes a growth mindset?Fosters collaboration?Challenges the status quo for further improvement?If so, the...