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Wealth Management

UHNW Wealth Transition Leader – Advanced Planning & Services

Job in Oakville, Ontario, B8B, Canada
Listing for: Scotiabank
Full Time position
Listed on 2026-03-10
Job specializations:
  • Management
    Wealth Management
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 CAD Yearly CAD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a Senior Manager for Business and Wealth Transition to deliver advanced planning solutions for Ultra High Net Worth families. The role involves leading consultations, promoting services, and strengthening local relationships with other advisors. The ideal candidate has a university degree, CPA training, and over 10 years of experience in a consulting or wealth management role.

This position is located in Ontario, Ontario, including Oakville, and offers opportunities to collaborate within a high-performing team.
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