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

Scotiabank; Montreal (administrative region); On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading financial institution is seeking a Director of Tax, Estate Planning, and Retirement Strategy in Montreal. The ideal candidate will have over 10 years of experience in financial planning and tax strategy, along with strong communication skills. This role involves partnering with sales teams, developing training materials, and providing technical expertise. The position offers a dynamic work environment with opportunities for cross-functional collaboration and client engagement.

Qualifications

• Strong technical understanding of Canadian tax and retirement systems.
• Exceptional communication and presentation skills.
• Credible presence for internal and external representation.

Responsibilities

• Partner with sales teams to deliver planning insights.
• Develop client-facing training materials.
• Monitor regulatory changes affecting strategies.

Skills

Financial planning

Tax strategy

Estate strategy

Communication skills

Relationship management

Commercial acumen

Education

10+ years experience in asset management or financial services

Job description

Title: 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 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

Education, Professional Experience, Certifications and Skills required:

• 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 our 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.