Taxation Specialist, Wealth Management Professional

Job OverviewWe are seeking a highly skilled Wealth Management Taxation Expert to join our team at Scotiabank. As a key member of our Wealth Management Taxation team, you will play a vital role in supporting wealth advisors and planning specialists across Scotia Wealth Management.Job DescriptionThe Senior Manager, Wealth Management Taxation will be...

Job SummaryWe are seeking a highly skilled and experienced Senior Taxation Specialist to join our Wealth Management team in Canada.About the RoleAs a Senior Taxation Specialist, you will play a critical role in ensuring the success of our taxation services unit in Canada. You will be responsible for executing individual goals, plans, and initiatives in...

Role OverviewThe Taxation Specialist will contribute to the success of a Scotiabank Taxation Services unit in Canada by ensuring specific individual goals, plans, and initiatives are executed in support of the team's business strategies and objectives.Key ResponsibilitiesChampion a customer-focused culture to deepen client relationships and leverage broader...

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...

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...

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...

{"Responsibilities": [{"title": "Tax Planning and Advisory", "text": "Provide expert tax planning and advisory services to clients, including succession planning, wealth transfer planning, and tax compliance."}, {"title": "Team Leadership", "text": "Lead and manage a team of professionals focused on partnership, corporate, and trust entities, including...

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...

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...

As a Senior Tax Advisor at National Bank Financial Wealth Management, you will play a key role in supporting clients and Investment Advisors with their tax needs.About the RoleThis is a rare 100% consulting position where you will provide general or specific tax information to clients and IA without managing their tax returns. The sector's mission is to...

About UsSun Life is a leading provider of life, health and wealth products in the Canadian marketplace.Our Individual Insurance and Wealth business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings.We're looking for a Strategic Wealth Planning Specialist to join our team.Your RoleAs a...

At Intact Financial Corporation, we are seeking a highly skilled Taxation Specialist to join our team in a leadership role. This position offers an excellent opportunity for a motivated professional to make a meaningful contribution to our organization's financial success.We are looking for an experienced individual with a Master's degree in taxation or...

Company OverviewCI Financial is a leading global wealth management and asset management advisory services firm, committed to providing individuals and institutions with high-quality investments and advice.We are driven by a passion for excellence and a commitment to innovation, constantly anticipating and responding to the changing needs of investors since...

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...

Job OverviewWe are seeking a highly skilled Taxation Specialist to join our team at Scotiabank.About the RoleThe successful candidate will be responsible for assisting with quarterly reporting processes, including reviewing foreign subsidiaries' tax provisions and preparing various computations such as foreign tax credits and FAPI.They will also assist in...

Ideal Candidate ProfileWe are seeking an experienced and versatile communications professional to join our dynamic team at IG Wealth Management.The successful candidate will be a strategic thinker with excellent writing, editing, and project management skills. They will have a proven track record of developing and implementing effective communications...

Company OverviewCI Financial is a leading global wealth management and asset management advisory services company. With over 50 years of experience, we have consistently anticipated and responded to the changing needs of investors.We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our team...

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...

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...

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...