Director, Tax, Estate Planning, and Retirement Strategy

Director, Tax, Estate Planning, and Retirement Strategy

Accelerate Her Future® invites applications for the Director, Tax, Estate Planning, and Retirement Strategy position (Requisition ). Join a purpose‑driven winning team that is committed to results connections in an inclusive and high‑performing culture.

The Director will serve as a subject‑matter expert supporting the firm’s distribution team and advisor network. This role translates complex planning concepts into actionable client solutions, enhancing the value proposition of the firm’s investment products and wealth strategies. The position bridges advanced financial planning expertise בין business development objectives, helping advisors deepen client relationships അഞ്ച് drive asset growth.

• Partner with national and regional sales teams to deliver tax, estate, and retirement planning insights that support advisor engagement and sales initiatives.
• Develop and present client‑facing and advisor training materials that integrate planning strategies with the firm’s investment solutions.
• Provide technical expertise for distribution teams & digital properties on tax‑efficient investing, retirement income design, and estate transfer planning.
• Collaborate with marketing and product teams to create thought leadership content, white papers, and educational tools.
• Monitor and communicate regulatory and legislative changes affecting tax, retirement, and estate strategies.
• Represent the firm at industry conferences, client events, and media engagements as a subject‑matter expert.
• Support high‑value advisor practices through consultation, case support, and advanced planning discussions.

• Champions a customer‑focused culture to deepen client relationships and leverage broader bank relationships, systems and knowledge.
• Understand how the Bank’s risk appetite and risk culture should be considered in day‑to‑day activities and decisions.
• Actively pursues effective and efficient operation of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day‑to‑day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
• Champions a high‑performance environment and contributes to an inclusive work environment.

• Professional designation required: CFP or Pl.Fin (Quebec).
• 10+ years of experience in financial planning, tax, or estate strategy within asset management, private wealth or financial services.
• Strong technical understanding of Canadian tax and retirement systems; U.S. cross‑border and international knowledge an asset.
• Verlust communication, presentation, and relationship‑management skills.
• Proven ability to simplify complex concepts for advisors and clients.
• Client‑centric thinking:
  Deep understanding of advisor and investor needs, with the ability to translate tax & investment complexity into clear, actionable guidance.
• Strategic collaboration:
  Skilled in aligning cross‑functional teams to deliver integrated solutions that support business growth.
• Commercial acumen:
  Strong understanding of market dynamics, product positioning, and advisor Борель strategies.
• Analytical rigor:
  Ability to balance qualitative judgment with quantitative insights that balance subject‑matter expertise alongside portfolio construction strategies.
• Leadership presence:
  Credible, articulate, and comfortable representing the firm in both internal and external forums.

Location:

Toronto, Ontario, Canada

Scotiabank is a leading bank in the Americas, guided by its purpose “for every future” and committed to an inclusive and accessible environment. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank;

however, only those candidates who are selected for an interview will be contacted.