Director, Tax, Estate Planning, and Retirement Strategy Montreal, QC

Requisition ID: 246686

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

The Director Tax Estate Planning and Retirement Strategy serves as a subject matter expert supporting the firms distribution team and advisor network. This role translates complex planning concepts into actionable client solutions enhancing the value proposition of the firms investment products and wealth strategies. The position bridges advanced financial planning expertise with business development objectives helping advisors deepen client relationships and drive asset growth.

Is this role right for you In this role you will:

• 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 firms 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.

Enterprise Accountabilities

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships systems and knowledge.
• Understand how the Banks risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabanks 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

Education Professional Experience Certifications and Skills required:

• Professional designation required: CFP or (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 & International knowledge an asset.
• Exceptional 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 engagement strategies.
• Analytical Rigor: Ability to balance qualitative judgment with quantitative insights that balances subject matter expertise alongside portfolio construction strategies.
• Leadership Presence: Credible articulate and comfortable representing the firm in both internal and external forums

Working Conditions:

Work in a standard office-based environment; non-standard hours are a common occurrence. Moderate travel domestically

In addition to French the successful candidate must also have sufficient knowledge of English as the work involves interacting and collaborating regularly with groups and individuals based in Toronto as well as constantly interacting with other people including clients who speak English locally and elsewhere.

Location(s): Canada : Quebec : Montreal

Scotiabank is a leading bank in the Americas. Guided by our purpose: for every future we help our customers their families and their communities achieve success through a broad range of advice products and services including personal and commercial banking wealth management and private banking corporate and investment banking and capital markets.

At Scotiabank we value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including but not limited to an accessible interview site alternate format documents ASL Interpreter or Assistive Technology) during the recruitment and selection process please let our Recruitment team know. If you require technical assistance please click here. 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.