Taxation Specialist, Scotiabank, Wealth Management Expert
4 weeks ago
Are you a tax professional looking for a challenging role?
As a Tax Administrator, Scotiabank, Canadian Wealth Management, you will contribute to the overall success of a Scotiabank Taxation Services unit in Canada. Your primary goal will be to ensure specific individual goals, plans, and initiatives are executed and delivered in support of the team's business strategies and objectives.
Main Responsibilities:
• Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• 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 suggestions around specific courses of action in less complex situations.
• Understand how the Bank's risk appetite and risk culture should be considered in day-to-day 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.
• Champion a high-performance environment and contribute to an inclusive work environment.
Requirements:
• Willingness to complete the STEP or CSI Taxation Courses and keep up-to-date with respect to legislative changes, particularly the frequent changes to the taxation of individuals, estates, trusts, corporations, and registered charities.
• Excellent computer skills are required, particularly in the use of tax preparation programs and MS Office, SalesForce, and the Broadridge Trust System.
-
Vancouver, British Columbia, Canada Scotiabank Full timeAre you a tax professional looking for a challenging role?As a Tax Administrator, Scotiabank, Canadian Wealth Management, you will contribute to the overall success of a Scotiabank Taxation Services unit in Canada, ensuring specific individual goals, plans, and initiatives are executed and delivered in support of the team's business strategies and...
-
Vancouver, British Columbia, Canada Scotiabank Full timeAre you a skilled tax professional looking for a challenging role?As a Tax Administrator, Scotiabank, Canadian Wealth Management, you will play a key part in the success of our Scotiabank Taxation Services unit in Canada. Your primary goal will be to ensure the execution and delivery of specific individual goals, plans, and initiatives in support of the...
-
Vancouver, British Columbia, Canada Scotiabank Full timeAre you a skilled tax professional looking for a challenging role?About the Job:As a Tax Administrator, Scotiabank, Wealth Management, you will be responsible for ensuring the accurate and timely preparation of income tax returns for individuals and corporations. You will also be responsible for analyzing tax laws and regulations to ensure compliance with...
-
Vancouver, British Columbia, Canada Scotiabank Full timeAs a Taxation Specialist, you will play a key role in ensuring the success of Scotiabank's Taxation Services unit in Canada. Your primary responsibility will be to execute individual goals, plans, and initiatives in support of the team's business strategies and objectives. You will ensure that all activities conducted are in compliance with governing...
-
Vancouver, British Columbia, Canada Scotiabank Full timeRole OverviewAs a Tax Administrator, Scotiatrust, Canadian Wealth Management, you will play a crucial role in the overall success of a Scotiatrust Taxation Services unit in Canada. Your primary responsibility will be to ensure the execution and delivery of specific individual goals, plans, and initiatives in support of the team's business strategies and...
-
Wealth Management Professional
4 days ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the OpportunityScotiabank is a leading bank in the Americas, driven by its purpose of 'for every future.' This position offers an exciting opportunity to join our team as a Wealth Management Professional - Client Service Specialist.About the RoleAs a key member of our wealth management team, you will provide exceptional client service and contribute to...
-
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking an experienced Investment Advisor to join our team as a Senior Associate in ScotiaMcLeod's wealth management department. This role offers a unique opportunity to work closely with a Wealth Advisor in developing and managing their book of business.Key ResponsibilitiesIdentify new business opportunities to grow assets and revenue,...
-
Investment Associate
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleAs 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.Key ResponsibilitiesIdentify new business...
-
Financial Planner
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeRequisition ID: 208606At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Planner, you'll play a key role in this effort by managing a portfolio of customers and providing expert advice on investment and retirement planning.Key Responsibilities:Conduct comprehensive reviews for assigned customers, including...
-
Private Banker
1 week ago
Vancouver, British Columbia, Canada Scotiabank Full timeRole SummaryAs a Private Banker - Wealth Management Expert at Scotiabank, you will possess strong knowledge of customized commercial lending, risk management, financial products and services, wealth management and retail lending. You will have comprehensive experience and product knowledge to deliver service and customized lending solutions consistent with...
-
West Vancouver, British Columbia, Canada Scotiabank Full timeAt Scotiabank, we are committed to delivering exceptional wealth management services to our clients. As a Wealth Management Senior Associate, you will play a vital role in helping us achieve this goal.About the RoleThis is an exciting opportunity for a motivated and experienced professional to join our team as a Wealth Management Senior Associate. In this...
-
Taxation Leadership Role
6 days ago
Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full timeAbout the Position:This is an exceptional opportunity to lead a critical team within Nicola Wealth Management Ltd., specializing in taxation for mutual funds and Limited Partnerships. As the go-to resource for internal and external stakeholders, you will be responsible for delivering tax-related deliverables for a diverse portfolio of proprietary mutual...
-
Strategic Client Relationship Manager
1 week ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and motivated Strategic Client Relationship Manager - Wealth Management to join our team at Scotiabank.Job DescriptionThe successful candidate will be responsible for providing exceptional service to high-net-worth clients, building strong relationships with them, and identifying opportunities to increase revenue...
-
Wealth Management Development Program
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeRequisition ID: 202558At Scotiabank, we're passionate about bringing our whole selves to work, allowing us to create inclusive work environments for everyone to enjoy. We're looking for sales and entrepreneurial-minded individuals to join our Wealth Management Associate Program.This is a 5-month salaried program aimed at developing core financial planning...
-
Wealth Management Development Program
1 week ago
Vancouver, British Columbia, Canada Scotiabank Full timeOverviewScotiabank is among the largest banks in the world and a leading provider of advice, products, digital experiences, and financial services in more than 50 countries.About the RoleWe are seeking highly motivated individuals to join our Wealth Management Associate Program. This salaried program aims to develop sales and entrepreneurial-minded...
-
Wealth Management Associate Program Professional
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeRequisition ID: 202558At Scotiabank, we're passionate about bringing our whole selves to work, allowing us to create inclusive work environments for everyone to enjoy. This is a place where you'll get to learn and develop your skills, while being recognized for your hard work.Wealth Management Associate Program - A 5 month salaried program aimed at...
-
Wealth Management Development Program
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeRequisition ID: 202558At Scotiabank, we're passionate about bringing our whole selves to work, allowing us to create inclusive work environments for everyone to enjoy. We're seeking a talented individual to join our Wealth Management Associate Program, a 5-month salaried program aimed at developing sales and entrepreneurial-minded individuals into a Wealth...
-
Virtual Wealth Management Consultant
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Virtual Wealth Management Consultant to join our Canadian Wealth Management Partnerships team. As a key member of our team, you will contribute to the overall success of our business by executing specific individual goals, plans, and initiatives in support of our team's business strategies and objectives.Key...
-
Wealth Management Development Program
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeRequisition ID: 202558Wealth Management Associate ProgramScotiabank is a leading provider of advice, products, digital experiences, and financial services in more than 50 countries. We are powered by high-performing teammates who make a real difference across the globe.This is a place where you'll get to learn and develop your skills, while being recognized...
-
Virtual Wealth Management Consultant
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeRole OverviewContributes to the overall success of the Canadian Wealth Management (CWM) Partnerships team, ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team's business strategies and objectives. The incumbent works closely with the Partnerships leadership team to ensure the virtual enablement strategy is...
