Senior Wealth Planning Consultant at BMO

Elevate your career in wealth management as a Senior Wealth Planning Consultant with BMO. Focus on cross-border taxation solutions for high-net-worth individuals in a collaborative environment.
In this senior role at BMO, you'll engage with affluent clients, partnering with Relationship Managers and advisors to enhance client discovery processes. Utilize your analytical capabilities to create intricate financial plans while staying updated on relevant legislative changes that impact wealth management.
Key Responsibilities:
• Act as a subject matter expert in wealth planning
• Collaborate closely with Relationship Managers and advisors
• Lead goal-oriented client discovery processes
• Analyze and develop complex financial plans
• Stay informed on wealth management legislative updates
Requirements:
• Minimum 5 years of experience with wealthy clientele
• Post-graduate education preferred
• Relevant qualifications are desirable
• Deep knowledge of wealt...