Job Description

Requisition ID: 241804



Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Job Purpose:

The Cross-Border Tax and Estate Planning Specialist, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing cross-border tax and estate 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;

  • Co...