Wealth Taxation Specialist
3 days ago
Job Description:
The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax planning expertise and enhancing the delivery of the Total Wealth offering.
Key Responsibilities:
- Enhance the delivery of the Total Wealth offering through the integration of advanced tax planning expertise by collaborating with a team of advanced planning specialists to provide tax and estate planning strategies to high net worth (HNW) and ultra-high net worth (UHNW) clients as part of a holistic wealth planning process that clients may then consider and implement with their own tax and legal advisors.
- Consulting and discussing with advisors and their HNW and UHNW clients pointed tax information and guidance highlighting options regarding tax, trust and estate, intergenerational wealth transfer, business transition and succession, insurance, philanthropy, and education planning strategies to consider, which may then be implemented with their own tax and legal advisors.
- Occasionally participating in business development activities and prospective client meetings.
- Capturing and socializing success stories connected to client engagements.
- Continuously identifying opportunities to enhance the Advanced Planning and Services and the Wealth Management Taxation teams' service offerings.
Requirements:
- Excellent verbal and written communication and presentation skills with the ability to adapt communication style based on audience, taking complex technical tax and legal concepts and communicating them in plain language when necessary.
- Strong inclination towards strategic competencies – thinking, relationships, and influencing – that will support the ability to be innovative and evolve the Advanced Planning and Services offering.
- The incumbent must be well suited to working independently and within a team environment.
- Some national travel will be required to attend internal meetings in support of the business as well as attend conferences.
-
Wealth Management Taxation Professional
2 hours ago
Ottawa, Ontario, Canada Scotiabank Full timeJob OverviewWe are seeking a highly skilled and experienced Senior Manager, Wealth Management Taxation to join our team at Scotiabank. As a key member of our Wealth Management group, you will play a critical role in supporting wealth advisors, planning specialists, and banking partners by providing expert tax planning services to high net worth and...
-
Senior Manager, Wealth Management Taxation
2 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeTitle: Senior Manager, Wealth Management TaxationRequisition ID: 219731Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by...
-
Senior Manager, Wealth Management Taxation
5 days ago
Ottawa, Ontario, Canada Scotiabank Full timeTitle: Senior Manager, Wealth Management TaxationRequisition ID: 219731Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by...
-
Senior Manager, Wealth Management Taxation
5 days ago
Ottawa, Ontario, Canada Cari Full timeRequisition ID: #Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax planning expertise and enhancing the...
-
Wealth Management Tax Expert
1 day ago
Ottawa, Ontario, Canada Scotiabank Full timeThe position of Senior Manager, Wealth Management Taxation at Scotiabank offers an opportunity to make a meaningful impact in the field of wealth management. This role plays a key part in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax planning expertise and enhancing the delivery of the...
-
Tax Planning Manager, Wealth Management
3 days ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout the Role:The Senior Manager, Wealth Management Taxation is responsible for providing tax planning expertise and enhancing the delivery of the Total Wealth offering across Scotia Wealth Management. This role requires strong collaboration with wealth advisors, planning specialists, and banking partners to deliver tax and estate planning strategies to...
-
Taxation Specialist for High Net Worth Clients
21 hours ago
Ottawa, Ontario, Canada Scotiabank Full timeThis Strategic Tax Advisor for Wealth Advisors will have a broad range of responsibilities including consulting with advisors and their clients, capturing and socializing success stories, and identifying opportunities to enhance the Advanced Planning and Services and the Wealth Management Taxation teams' service offerings.Responsibilities:Consulting with...
-
Senior Manager, Estate and Wealth Services
3 days ago
Ottawa, Ontario, Canada Scotiabank Full timeOverview:The Senior Manager, Wealth Management Taxation is a key role in Scotia Wealth Management, responsible for delivering tax planning expertise and enhancing the Total Wealth offering. This position requires strong collaboration with advisors, specialists, and partners to provide tax and estate planning strategies to high net worth and ultra-high net...
-
Strategic Tax Advisor for Wealth Advisors
17 hours ago
Ottawa, Ontario, Canada Scotiabank Full timeIn this role, you will have the opportunity to utilize your knowledge and experience in taxation to provide expert advice to our wealth advisors and their clients. Your responsibilities will include providing tax planning expertise and enhancing the delivery of the Total Wealth offering.Key Accountabilities:Providing tax planning expertise and enhancing the...
-
Wealth Management Expert
2 days ago
Ottawa, Ontario, Canada Aviso Wealth Inc Full timeAviso Wealth Inc seeks a skilled Financial Wellness Specialist to join our team. The successful candidate will have the opportunity to make a meaningful impact in the lives of our members by helping them achieve their financial goals.The ideal candidate will have a proven track record of building strong relationships with clients and providing personalized...
-
Wealth Management Specialist
3 days ago
Ottawa, Ontario, Canada Alterna Savings Full timeAbout the Wealth Management Specialist RoleWe are seeking a highly motivated Wealth Management Specialist to join our team at Alterna Savings. As a key member of our wealth management team, you will play a critical role in driving the provision of investment-oriented financial advice and sales within assigned branches.Key ResponsibilitiesProactively build...
-
Wealth Planning Specialist
3 days ago
Ottawa, Ontario, Canada Scotiabank Full time**Job Summary** We are seeking a highly skilled and motivated Wealth Planning Specialist to join our team. As a key member of our financial planning department, you will be responsible for providing exceptional support to our senior total wealth planners in the Toronto market. Main Responsibilities:Prepare comprehensive financial plans for high net worth...
-
Taxation Specialist
5 days ago
Ottawa, Ontario, Canada Baker Tilly Canada Cooperative Full timeJob DescriptionWe are seeking a highly skilled Tax Accountant to join our team at Baker Tilly Canada Cooperative. As a key member of our accounting services team, you will be responsible for assisting with the preparation and review of various Canadian income tax returns and tax election forms.You will provide technical guidance and support to Partners and...
-
Canadian Wealth Management Specialist
5 days ago
Ottawa, Ontario, Canada Scotiabank Full timeWe are seeking a highly skilled Canadian Wealth Management Specialist to join our team at Scotiabank. This role is responsible for providing expert support to Canadian Wealth Management Advisors and clients.The Canadian Wealth Management Specialist will be the primary point of contact for all service-related inquiries, Level 1 technology support, and matters...
-
Financial Planning Associate Manager
7 days ago
Ottawa, Ontario, Canada Scotiabank Full timeJob DescriptionAs a Senior Financial Planning Associate at Scotiabank, you will provide financial planning support to a dedicated Wealth Advisor team in preparing and delivering personal financial plans to the advisor's clients.The role involves championing an integrated and organized approach to planning through collaboration with internal specialists...
-
Wealth Management Support Specialist
5 days ago
Ottawa, Ontario, Canada Raymond James Financial Full time**Role Summary**We are looking for a skilled and experienced Wealth Management Support Specialist to join our team. In this role, you will provide administrative support to our Financial Advisors, including preparing reports, processing transactions, and handling client inquiries.You will also have the opportunity to contribute to the development of new...
-
International Taxation Specialist
5 days ago
Ottawa, Ontario, Canada Baker Tilly Canada Cooperative Full timeJob ResponsibilitiesThe International Tax Senior Accountant will prepare and review international individual and corporate tax returns, verify tax assessments, perform technical research and document tax plan recommendations. They will correspond with clients, other advisors and tax authorities, coordinate and manage client accounts, and assist managers and...
-
Wealth Management Specialist
5 days ago
Ottawa, Ontario, Canada TD Full timeRequired Skills and QualificationsTo be successful as a Wealth Management Specialist, you will need to possess an undergraduate degree and have at least 5 years of industry experience.You will also need to be working towards completion of Canadian Securities Course and have a deep understanding of the business, the competitive landscape, and the economic and...
-
Wealth Advisory Services Director
17 hours ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout ScotiabankOur bank provides advice, products, and services to help individuals and businesses achieve their goals. We strive to create an inclusive and accessible work environment for all employees.Job DescriptionThis role contributes to the overall success of the Client Solutions group in Canada, ensuring individual goals and initiatives align with...
-
Wealth Planning Associate
2 days ago
Ottawa, Ontario, Canada Scotiabank Full timeWealth Management at ScotiaMcLeodAt ScotiaMcLeod, you'll work with a team of specialists to deliver a client-centric approach to wealth management. This enables you to consider all facets of your clients' lives, families, and businesses. With a focus on total wealth planning, you'll be enabling clients to see not just the big picture but all the little ones...