Job Description
Senior Manager, Wealth Management Taxation - Calgary, AB
Requisition ID: 259582
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
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 th...
Requisition ID: 259582
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
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 th...