Shape client wealth destinies as an Advanced Manager specializing in business transitions. Leverage insights and expertise to guide ultra-high-net-worth families through complex transitions.This pivotal role focuses on the delivery of tailored wealth solutions, requiring deep knowledge of advanced planning processes. You will assess client situations, work closely with internal teams, and engage external professionals to ensure seamless transition experiences. Cultivating local partnerships and promoting awareness of wealth offerings is key to success.Key Responsibilities:• Lead discussions to gauge client wealth transition events• Assess and analyze current financial positions for clients• Advocate for advanced planning internally and externally• Cultivate relationships with specialists to optimize planning• Drive improvements in BWT team performance and client experienceRequirements:• Bachelor’s degree required; CPA or MTax is ideal• Minimum of 10 years in planning solutions or advisory roles• Knowledge of Family Enterprise Advisor programs preferred• Professional designations considered an asset• Life Insurance license beneficial for client engagementTransform client wealth journeys by executing advanced strategies and creating tailored financial solutions.#J-18808-Ljbffr
Advanced Wealth Transition Manager Position
SCOTIABANK
vancouver, vancouver
Published 27 days ago
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