Senior Manager, Business and Wealth Transition - Montreal, QC
ScotiabankMontreal, Quebec, Canada
Posted April 1, 2026
Full Time
About the Company
Scotiabank is a leading bank in the Americas that helps customers, their families and their communities achieve success through a broad range of advice, products and services.
Job Description
The Senior Manager, Business and Wealth Transition plays a pivotal role in delivering integrated, total wealth planning solutions and strategic advisory support to Ultra High Net Worth (UHNW) families and business owner clients. The role involves leading comprehensive wealth planning consultations, orchestrating collaboration among internal and external subject matter experts, and delivering tailored recommendations.
Requirements
- University degree
- Professional designation (e.g., CPA, LLB/JD, CFP)
- CPA Canada In-Depth Tax Program or MTax degree
- At least ten years of experience delivering advanced planning solutions, and/or consulting, to business owners and/or Ultra High Net Worth families
Benefits
- Comprehensive health and wellness program
- Flexible work arrangements
- Professional development opportunities