Calgary Ab Banking development program Jobs – 138 Openings This Week

Senior Manager, Wealth Management Taxation - Calgary, AB
Scotiabank —Calgary, AB
- Presentation skills
- Bachelor's
- Travel
Retail Sales Manager
Savers/Value Village —Calgary, AB
- Weekends as needed
- Customer service
- Forklift
- Microsoft Office
- Paid time off
Quick apply
Senior Associate, FP&A
Neo Financial —Calgary, AB
- Full-time
- Microsoft Excel
- Finance
- Master's degree
- Paid time off
- Life insurance
Quick apply
7d
Senior Estate Planner
National Bank of Canada —Calgary, AB
- Full-time
- English
- Bachelor's
- Wellness program
- Employee assistance program
Financial Service Representative - LendDirect Office 1563
Attain Finance —Calgary, AB
- $19–$25 an hour
- Full-time
- Sales
- Customer service
- High school diploma or GED
- Dental care
- Tuition reimbursement
2d
Principal Strategy and Operations - Mortgages
Neo Financial —Calgary, AB
- $110,000–$160,000 a year
- Full-time
- Microsoft Excel
- SQL
- Presentation skills
- Paid time off
- Life insurance
Quick apply
Developing Investment Advisor - Edmonton & Calgary
TD Bank —Calgary, AB
- $50,000–$100,000 a year
- Full-time
- Finance
- Bachelor's
- Business
- Paid time off
Tissue Specialist II
Alberta Health Services —Calgary, AB
- $41.95–$53.91 an hour
- Part-time
- Laboratory experience
- Communication skills
2d
Senior Director Financing Solutions & Portfolio Management
National Bank of Canada —Calgary, AB
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Wellness program
- Employee assistance program
Senior Sales Leader, Entrepreneurial Growth - Calgary and Surrounding Area
ATB Financial —Calgary, AB
- Hybrid work
- Sales
- Leadership
- Communication skills
10d
Accounting & Payroll Manager
Mayfair Diagnostics —Calgary, AB
- Full-time
- Microsoft Excel
- Finance
- Accounting
- Dental care
- Paid sick leave
Quick apply
Senior Manager, ASFI Regulatory Reporting
ATB Financial —Calgary, AB
- Hybrid work
- Finance
- SQL
- Bachelor's
5d
Director, Diversified Industries
ATB Financial —Calgary, AB
- Weekends as needed
- Marketing
- Finance
- Master's degree
6d
Senior Cloud Specialist
F12.net —Calgary, AB
- Full-time
- Remote
- Azure
- DevOps
- AWS
- Disability insurance
- Dental care
Quick apply
3d
Sales Assistant
COBS Bread —Calgary, AB
- Full-time
- Sales
- Customer service
- High school diploma or GED
Quick apply
Customer Service Cashier (Midtown Market)
Calgary Co-Op —Calgary, AB
- Microsoft Excel
- Microsoft Outlook
- Customer service
Investment Advisor
Ventum Financial Corp. —Calgary, AB
- Full-time
- Administrative experience
- Presentation skills
- Communication skills
Quick apply

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banking development program jobs near calgary ab

Senior Manager, Wealth Management Taxation - Calgary, AB

Scotiabank -
Calgary, AB

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Job details

Qualifications

Law
Chartered Professional Accountant
CFP
Presentation skills
Bachelor's
Communication skills

Full job description

Requisition ID: 259582

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

The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax planning expertise and enhancing the delivery of the Total Wealth offering.

Key Accountabilities:

Enhance the delivery of the Total Wealth offering through the integration of advanced tax planning expertise by:

Collaborating with a team of advanced planning specialists to provide tax and estate planning strategies to complex high net worth (HNW) and ultra-high net worth (UHNW) clients as part of a holistic wealth planning process that clients may then consider and implement with their own tax and legal advisors;
Consulting and discussing with advisors and their HNW and UHNW clients pointed tax information and guidance highlighting options regarding tax, trust and estate, intergenerational wealth transfer, business transition and succession, insurance, philanthropy, and education planning strategies to consider, which may then be implemented with their own tax and legal advisors;
Occasionally participating in business development activities and prospective client meetings;
Capturing and socializing success stories connected to client engagements; and

Requirements:

Excellent verbal and written communication and presentation skills with the ability to adapt communication style based on audience, taking complex technical tax and legal concepts and communicating them in plain language when necessary;
Strong inclination towards strategic competencies – thinking, relationships, and influencing – that will support the ability to be innovative and evolve the Advanced Planning and Services offering;
The incumbent must be well suited to working independently and within a team environment; and

The position requires a high degree of specialized knowledge and experience. The incumbent must be highly conversant on a variety of tax and estate planning topics, including:

Federal and provincial/territorial income tax law pertaining to individuals, trusts, and private corporations;
Taxation of Canadian Controlled Private Corporations (CCPCs) and their shareholders, and related planning issues such as business transition and succession, corporate reorganizations, intergenerational wealth transfer, and various corporate transactions;
Tax issues related to individuals, estates and trusts, and applicable planning;
Tax strategies involving the use of life insurance for individuals and their private corporations;
Tax strategies related to philanthropy, leveraging, and education planning;
Uses and issues related to legal documents, such as wills, power of attorneys, trust agreements, shareholder agreements, franchise agreements, etc.;
The ability to read and interpret financial statements and personal, trust, and corporate income tax and information returns; and

The ideal candidate must have the following:

University degree;
Professional designation (e.g., CPA, JD/LLB);
CPA Canada In-Depth Tax Program or MTax degree; and

It is preferable that the ideal candidate have the following:

Other professional designations (e.g., TEP, CFP, F.Pl., CLU);
In-Depth Tax Issues for the Owner-Managed Business course;
Solid understanding of financial products and services they are helping advisors to support; and
Solid knowledge of marketplace and competitive practices.

Location(s): Canada : Alberta : Calgary

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. 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.

Apply Now

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banking development program jobs in calgary ab

Senior Manager, Wealth Management Taxation - Calgary, AB

Retail Sales Manager

Senior Associate, FP&A

Senior Estate Planner

Financial Service Representative - LendDirect Office 1563

Principal Strategy and Operations - Mortgages

Developing Investment Advisor - Edmonton & Calgary

Tissue Specialist II

Senior Director Financing Solutions & Portfolio Management

Senior Sales Leader, Entrepreneurial Growth - Calgary and Surrounding Area

Accounting & Payroll Manager

Senior Manager, ASFI Regulatory Reporting

Director, Diversified Industries

Senior Cloud Specialist

Sales Assistant

Customer Service Cashier (Midtown Market)

Investment Advisor

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