Business and Wealth Transition Specialist - GTA West

Business and Wealth Transition Specialist - GTA West

Requisition

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

The Business and Wealth Transition (BWT) Specialist plays a pivotal role within the Advanced Planning and Services team. This position is responsible for delivering integrated, total wealth planning solutions and strategic advisory support to Ultra High Net Worth (UHNW) families and business owner clients.

The BWT Specialist leads comprehensive wealth planning consultations, orchestrates collaboration among internal and external subject matter experts, and delivers tailored recommendations. These efforts are designed to deepen existing UHNW client relationships and support the acquisition of new UHNW clients.

• 1. Lead Delivery of Integrated Total Wealth Solutions
  • Engage in consultation meetings with clients or prospects and their Relationship Managers (RMs) to identify life transition events.
  • Lead the discovery process to uncover client goals related to business transition, ownership structures, family financial security, continuity, and legacy.
  • Conduct high‑level assessments to understand the current state, including reviewing key personal and corporate information and relevant documents.
  • Where appropriate, perform deeper discovery and analysis, coordinating with clients’ external professionals to identify gaps and opportunities, and present client‑specific recommendations with a Total Wealth solution lens.
  • Prepare alternative strategies and scenarios using planning software and other tools, as needed.
  • Provide guidance to the Team of Experts (TOE) and Scotiabank Senior Total Wealth Planners (STWPs) in support of advanced wealth plan development.
• 2. Promote Awareness, Engagement, and Education of the Advanced Planning and Services Offering
  • Proactively communicate the value of UHNW planning and business transition as part of Scotiabank’s total wealth solutions, both internally and externally.
  • Provide regional support through presentations, conference calls, and one‑on‑one engagements with Relationship Managers, Wealth Advisors, and Team of Experts.
  • Reinforce key messaging and strategies developed by the Advanced Planning and Services team.
  • Support the development and/or delivery of client and prospect events.
  • Assist in identifying and targeting clients who would benefit from advanced planning and services.
  • Collaborate with local sales management leaders to raise awareness and identify opportunities to promote the offering.
• 3. Strengthen Local Relationships to Enhance BWT Delivery
  • Develop a deep understanding of TOE capabilities and cultivate strong working relationships with local partners.
  • Coordinate the integration of TOE members into relevant planning engagements.
  • Establish and manage relationships with external specialists such as niche tax advisors, business consultants, business valuators, family facilitators, and legal professionals; engage them as needed in the advanced wealth planning process.
• 4. Contribute to the Success and Growth of the BWT Team
  • Assist in the development and refinement of processes, policies, and tools to continually enhance the advanced wealth planning offering.
  • Actively participate in team learning initiatives and contribute to team performance goals.
  • Build strong working relationships across the team and with key business line and Scotiabank stakeholders.
  • Ensure consistent and exceptional client experience across all engagements.
  • Foster a culture of open and honest communication, collaboration, and continuous improvement.
  • Participate in team meetings and touchpoints to share insights and feedback.
  • Encourage innovation and the generation of new ideas and approaches.
  • Share best practices, knowledge, and expertise to support the development of team members.
  • Create and execute a meaningful personal development plan.

• University degree.
• 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.