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Senior Wealth Transition Lead, UHNW Planning & Advisory

Job in Toronto, Ontario, C6A, Canada
Listing for: Scotiabank
Full Time position
Listed on 2026-03-02
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    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 in Canada seeks a Senior Manager for Business and Wealth Transition. This role involves delivering integrated wealth solutions for Ultra High Net Worth clients, leading consultations, and fostering internal collaboration. The ideal candidate possesses a relevant university degree, a CPA designation, and at least 10 years of experience in advanced planning solutions. This position emphasizes strategic advisory support and strong relationship management skills, contributing to team growth and client success.
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Position Requirements
10+ Years work experience
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