Opportunity Description
Advance as a Senior Wealth Planning Expert at BMO, focusing on cross-border taxation strategies for high-net-worth clients. Deliver collaborative, strategic wealth management solutions.
This role requires experience in high-net-worth client management at BMO. You will act as a wealth planning subject matter expert and partner closely with Relationship Managers. Lead detailed client discovery efforts, analyzing complex financial scenarios while keeping abreast of legislative changes.
Key Responsibilities:
• Act as a subject matter expert in wealth planning
• Collaborate with Relationship Managers and advisors
• Lead goals-oriented client discovery processes
• Analyze and develop intricate financial plans
• Stay informed on legislative changes affecting wealth planning
Requirements:
• Minimum 5 years of experience with affluent clientele
• Post-graduate education preferred
• Relevant professional qualifications desirable
• Deep knowledge of wealth mana...
This role requires experience in high-net-worth client management at BMO. You will act as a wealth planning subject matter expert and partner closely with Relationship Managers. Lead detailed client discovery efforts, analyzing complex financial scenarios while keeping abreast of legislative changes.
Key Responsibilities:
• Act as a subject matter expert in wealth planning
• Collaborate with Relationship Managers and advisors
• Lead goals-oriented client discovery processes
• Analyze and develop intricate financial plans
• Stay informed on legislative changes affecting wealth planning
Requirements:
• Minimum 5 years of experience with affluent clientele
• Post-graduate education preferred
• Relevant professional qualifications desirable
• Deep knowledge of wealth mana...
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