Director, Tax, Estate Planning, and Retirement Strategy

Scotiabank; Toronto; On-site; CAD 120,000 - 160,000; Full time

Job summary

A leading bank in the Americas is seeking a Director of Tax, Estate Planning, and Retirement Strategy to enhance client solutions. The successful candidate will leverage over 10 years of financial planning experience, strong expertise in Canadian tax systems, and excellent communication skills to collaborate with sales teams and develop training materials. This role represents the firm at industry events and focuses on driving client engagement. A proven ability to simplify complex concepts is essential, alongside strategic collaboration and commercial acumen.

Qualifications

• 10+ years of experience in financial planning, tax, or estate strategy within financial services.
• Strong technical understanding of Canadian tax and retirement systems.
• Proven ability to simplify complex concepts for advisors and clients.

Responsibilities

• Partner with sales teams to deliver tax and estate planning insights.
• Develop client-facing training materials integrating investment solutions.
• Represent the firm at industry conferences and events.

Skills

Financial planning expertise

Canadian tax system knowledge

Exceptional communication skills

Analytical abilities

Client-centric thinking

Leadership presence

Job description

Title: Director, Tax, Estate Planning, and Retirement Strategy

Requisition ID: 246939

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 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 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 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.

Enterprise Accountabilities

• 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 operations 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

Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:

• 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 judgement 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

Location(s): Canada : Ontario : Toronto

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.