**Job Posting: Business and Family Wealth Specialist (BFWS)**

**Requisition ID:** 211926

**Location:** Toronto, Ontario, Canada

**About ScotiaMcLeod:**
As a cornerstone of Scotia Wealth Management®, ScotiaMcLeod is known for integrity through service excellence and trusted investment advice. Our advisors pride themselves on innovative approaches to protecting and enhancing clients' assets. Join us to deliver Enriched Thinking®, integrating your insights with our expertise to achieve impactful results.

**Purpose:**
The Business and Family Wealth Specialist (BFWS) is responsible for providing comprehensive planning and advisory support to our complex Ultra High Net Worth (UHNW) and business owner clients.

**Key Responsibilities:**
- Lead the planning process by coordinating the integration of expert resources and delivering comprehensive planning recommendations.
- Conduct consultation meetings with clients and their Relationship Managers (RMs) to identify planning opportunities.
- Proactively communicate about Ultra High Net Worth Client planning and business transition services available at Scotiabank.
- Collaborate with local sales management to increase awareness and promote the Advanced planning offering.
- Develop an understanding of Scotiabank's Team of Experts (TOE) offerings and establish strong relationships with local partners.
- Manage relationships with external specialists and engage them during the planning process as necessary.
- Contribute to the Advanced Planning Team by assisting in the development and testing of processes, policies, and tools.
- Participate in team learning and development activities, encouraging new ideas and strategies.

**Qualifications:**
- Professional designation (CPA, CA, CMA, CGA, LLB) or significant knowledge of related technical planning issues and strategies.
- Accredited financial planning designation (CFP, RFP, PFP, or equivalent).
- Minimum ten years of experience delivering planning solutions to business owners and/or Ultra High Net Worth clients.

**Why Join Us?**
At ScotiaMcLeod, we help employees build their futures where they can thrive in a diverse and inclusive environment. Join a collaborative team of innovative thinkers and contribute to making a positive impact in our communities and for our clients. Access Scotia Academy for ongoing learning and development opportunities.

**Application Process:**
To apply, please submit your application directly online. We appreciate all applicants for their interest; however, only candidates selected for an interview will be contacted.

Scotiabank is committed to creating an inclusive and accessible environment for everyone. If you require accommodation during the recruitment process, please inform our Recruitment team.

**Explore your future with us at ScotiaMcLeod!**