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Director, Tax & Wealth Strategy — Estate & Retirement Planning

Job in Toronto, Ontario, C6A, Canada
Listing for: Scotiabank
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial institution in Toronto is seeking a Director for Tax, Estate Planning, and Retirement Strategy. This role requires over 10 years of experience in financial planning within financial services, focusing on tax and estate strategies. The successful candidate will partner with sales teams and develop training materials while providing subject matter expertise on tax-efficient investing. Strong communication and relationship management skills are essential.

The position offers an inclusive work environment and is committed to client-centric solutions.
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