Wealth Management

2 months ago


Toronto, Canada Scotiabank Full time

Requisition ID: 206600

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

Term: Jan - May 2025

Application Deadline: 10/18/2024

There's no better way to find your dream job than to do a co-op or internship with Scotiabank During your work term, you’ll have the opportunity to be part of a winning team, build your network, and discover what you love - all while getting paid to do it There’s a place for every type of student at Scotiabank and all that we ask for is that you have passion and strong AOO (Attitude, Ownership and Opportunity).

As a Tax Administrator you will Contributes to the overall success of a Scotiatrust Taxation Services unit in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

**Is this role right for you? In this role, you will**
- Prepare income tax returns by proactively gathering and analyzing all relevant supporting documentation, such as income statements, transactions, tax slips, capital gains & losses statements, fees deductions and relevant credits
- Discuss tax rules and tax elections with the Tax Officer, Associate Tax Officer and/or Manager, Taxation, and assess client tax situations, perform detailed analysis, undertake research, and provide and suggestion around specific course of action in less complex situation.
- Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-today activities and decisions.
- Actively pursue effective and efficient operations of his/her respective areas, while ensuring thorough knowledge of, and strict adherence to, the Bank’s Global Sales Practices, ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.

**Do you have the skills and requirements that will enable you to succeed in this role? - We’d love to work with you if**:

- You are currently enrolled in post-secondary education.
- You are detail oriented.
- You have customer service focus.
- You have strong organizational skills.
- You take initiative, work well with mínimal direction and multi-task.
- You have strong writing skills and exceptional attention to detail.

**How do I apply?**
- Complete your PLUM Profile here and save as a screenshot.
- Complete short one-way video interview here

***In order to be considered for student opportunities at Scotiabank and/or Tangerine, you must complete all steps above.**

Location(s): Canada : Ontario : Toronto

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.



  • Toronto, Ontario, Canada Optimize Wealth Management Full time

    Optimize Wealth Management is a premier wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients, including financial planning, portfolio management, tax preparation, debt management, and estate planning.The core of our approach is to match clients' financial and life goals with personalized...


  • Toronto, Ontario, Canada Brightview Wealth Management Full time

    Job OverviewBrightview Wealth Management is a boutique wealth management firm dedicated to helping clients accumulate wealth and achieve financial success. Our vision is to provide top-tier financial products and sound advice to match our clients' unique needs.As a Brightview Wealth Management Financial Service Representative, you will join our Toronto...


  • Toronto, Ontario, Canada Brightview Wealth Management Full time

    Job OverviewBrightview Wealth Management is a boutique wealth management firm dedicated to helping clients accumulate wealth and achieve financial success. We offer award-winning products and provide sound advice, partnering with hedge funds, asset management investment firms, and insurance carriers.We are seeking a Financial Service Representative to join...


  • Toronto, Ontario, Canada Nicola Wealth Full time

    About UsNicola Wealth is a leading wealth management firm in Canada, recognized for its exceptional financial planning, diversified investment platform, and award-winning culture.Job SummaryWe are seeking an experienced Advisory Services Director to lead our Wealth Advisor team and operations in Ontario. As a key member of our leadership team, you will be...


  • Toronto, Ontario, Canada Nicola Wealth Full time

    Role OverviewNicola Wealth is seeking a skilled Wealth Planning Associate to join our Advisory Services Division. As a key member of our team, you will provide exceptional financial planning and strategic wealth management services to our high-net worth clients.Key ResponsibilitiesSupport Wealth Advisors in delivering first-class financial planning and...


  • Toronto, Ontario, Canada Nicola Wealth Full time

    Role OverviewNicola Wealth is a leading wealth management firm seeking a skilled Wealth Planning Associate to join our Advisory Services Division.As a key member of our team, you will provide exceptional support to our Wealth Advisors, delivering first-class financial planning and strategic wealth management services to our high-net worth...


  • Toronto, Canada CI Private Wealth Full time

    **Job Title**:Associate (Wealth Management) **Company**:_**An independently owned advisory team of CI Private Wealth**_ **Branch location**:15 York Street, Toronto ON **Standard Hour of **40 hours work per week (hybrid role) **JOB POSTING** Our team is growing! CI Private Wealth (CIPW), a division of CI Private Counsel LP, specializes in managing the...


  • Toronto, Ontario, Canada Aviso Wealth Full time

    We are seeking a skilled Wealth Management Expert to join our team at Aviso Wealth, a leading wealth management and investment services provider for the Canadian financial industry.Job Summary: As a Wealth Management Expert, you will be responsible for providing exceptional service to our clients by managing their investment portfolios, providing financial...


  • Toronto, Ontario, Canada IG Wealth Management Full time

    At IG Wealth Management, we are seeking an experienced Administrative Coordinator to join our Region Office Operations team. This is a dynamic opportunity for an organized and detail-oriented individual who enjoys providing exceptional client service.Job OverviewThe Administrative Coordinator acts as the first point of contact for clients and internal...


  • Toronto, Ontario, Canada Aviso Wealth Full time

    We foster a culture of leadership, innovation, partnership, and community at Aviso Wealth. Our organization is dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we strive for excellence in our work and remain committed to our core values. Our talented team shares our passion for delivering exceptional...


  • Old Toronto, Canada Aviso Wealth Inc Full time

    About Aviso Wealth IncWe are a leading wealth management organization committed to leadership, innovation, partnership, responsibility, and community.The OpportunityAs a Compliance Expert, you will oversee compliance within our Asset Management team. Reporting to the VP, Chief Compliance Officer, you will ensure compliance with all applicable laws,...


  • Old Toronto, Canada Nest Wealth Full time

    Unlock Your Potential as an Enterprise Key Accounts Executive at Nest WealthNest Wealth, Canada's largest independent digital wealth management platform, is seeking a seasoned Enterprise Key Accounts Executive to drive the next phase of our growth. As a trusted partner in the financial sector, we prioritize building strong relationships with clients and...


  • Old Toronto, Canada Aviso Wealth Inc Full time

    The Opportunity:We are seeking a highly skilled Credit Officer to join our team at Aviso Wealth Inc. This role is instrumental in ensuring regulatory requirements are met by enforcing efficient and effective monitoring and control of retail credit for our IIROC full brokerage platform.Key Responsibilities:Review and authorize cheques, EFTs, and wires based...


  • Toronto, Ontario, Canada Aviso Wealth Full time

    Aviso Wealth is seeking a highly experienced and skilled Director, Chief Compliance Officer, NEI to join our Asset Management team.The Director, Chief Compliance Officer, NEI will oversee compliance within NEI, an Investment Fund Manager, Portfolio manager, and Exempt Market Dealer, regulated by the OSC and CSA.ResponsibilitiesThis role requires the...


  • Toronto, 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...


  • Toronto, Ontario, Canada Brightview Wealth Management Full time

    Company OverviewBrightview Wealth Management is a boutique wealth management firm that offers top-tier financial products and sound advice. Our vision is to help clients accumulate wealth and achieve financial success.We partner with hedge funds, asset management investment firms, and insurance carriers to provide award-winning products tailored to our...


  • Toronto, Ontario, Canada IG Wealth Management Full time

    IG Wealth Management: Strategic Business Solutions LeaderWe are seeking a highly skilled and experienced Strategic Business Solutions Leader to join our Corporate Solutions Technology team at IG Wealth Management.


  • Toronto, Ontario, Canada IG Wealth Management Full time

    About IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management.We provide a range of financial planning and investment management services to help over two million Canadians meet their financial goals. Our activities are carried out...


  • Toronto, Ontario, Canada Brightview Wealth Management Full time

    Job OverviewBrightview Wealth Management is a boutique wealth management firm that provides top-tier financial products and services to its clients. Our vision is to help clients achieve financial success through sound advice and strategic planning.As a Financial Services Representative at Brightview Wealth Management, you will be responsible for...


  • Toronto, Ontario, Canada IG Wealth Management Full time

    Located in Toronto, Canada, IG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management.The successful candidate will be part of the national Corporate Communications team at IGM Financial (including IG Wealth Management and Mackenzie Investments) and will help develop and...