[Hiring] Wealth & Tax Planning Consultant @Scotiabank

Role Description

The Wealth & Tax Planning Consultant supports the Agricultural Advisory Service (AAS) Team and the Advanced Planning Team by providing tax and financial planning support, organizational, and document-preparation support for Agricultural clients of the bank. This role functions under the close supervision and direction of the AAS lead, contributing to the coordination and preparation of materials used in advanced planning engagements involving high-net-worth and ultra-high-net-worth clients.

Key Responsibilities

• Information Gathering & Document Review:
  • Collect, organize, and maintain client information, corporate, financial and tax documents, ownership charts, and related materials as instructed by the AAS.
  • Review personal, corporate, and trust income tax returns and financial statements, as well as Wills, POAs, and personal health care directives with attention to detail.
  • Ensure materials provided are complete and identify missing information, flagging items requiring follow-up.
• Meeting Support:
  • Attend client discovery and/or presentation meetings as necessary.
  • Be comfortable attending in-person client meetings in the office or a mutually agreed upon location.
• Preparation of Financial Planning and Report Drafting:
  • Support data entry and maintain document repositories and engagement folders.
  • Draft basic components of structure summaries, meeting notes, charts, or presentation materials for AAS approval.
  • Support integration of tax strategies specific to farm and fishing clients when modeling within the financial planning software.
  • Create models and scenarios for intergenerational wealth and business transfers.
• Coordination Support:
  • Support with agendas, record meeting notes, and organize follow-ups for AAS validation.
  • Assist in assembling client-ready documentation packages, ensuring consistency, formatting quality, and proper version control.
  • Help maintain internal templates, checklists, and standardized forms.
• Internal Collaboration & Relationship Support:
  • Assist with routine or procedural inquiries from Relationship Managers or Advisors under AAS oversight.
  • Support the facilitation of document flow between the AAS, Team of Experts (TOE), and other internal contacts.
  • Assist with the preparation of communication pieces and internal materials that promote UHNW planning awareness.
• Team Support & Operational Efficiency:
  • Participate in team learning and knowledge-sharing activities.
  • Ensure a consistent client experience by supporting timely and accurate document preparation.

Qualifications

• Post-secondary education in finance, accounting, tax, or a related field.
• Chartered Professional Accountant designation (or equivalent) with In-Depth Tax Course.
• Attained or working towards a CFP or IQPF designation.
• Experience working in an accounting firm, financial institution, trust company, corporate department, or similar environment is an asset.
• Interest in learning about financial and tax planning, business transition, and UHNW advisory support specific to the Agricultural sector.
• Experience working in financial planning software (Conquest) is an asset.

Work Location

• We're accepting applications from across Canada.
• Location(s):
  • Canada : Alberta : Calgary
  • Canada : Alberta : Edmonton
  • Canada : Alberta : Red Deer
  • Canada : British Columbia : Vancouver
  • Canada : Manitoba : Winnipeg
  • Canada : New Brunswick : Fredericton
  • Canada : Newfoundland and Labrador : St John's
  • Canada : Nova Scotia : Halifax
  • Canada : Ontario : Kitchener
  • Canada : Ontario : Ottawa
  • Canada : Ontario : Toronto
  • Canada : Ontario : Windsor
  • Canada : Prince Edward Island : Charlottetown
  • Canada : Saskatchewan : Saskatoon