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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 Accountabilities

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 complex 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 regardin...