Opportunity Description
Join BMO as a Wealth Planning Consultant in Ottawa, focusing on cross-border taxation for High Net Worth clients. Deliver strategic advisory services and tailored tax planning strategies to enhance wealth management goals.
In this role, you will provide expert consultation to clients, developing customized wealth strategies guided by sound financial principles. Your collaboration with Relationship Managers and specialists will support comprehensive wealth preservation and growth. Building strong, long-term relationships with executive clients will be key to your success.
Key Responsibilities:
• Consult clients on tailored wealth strategies
• Ensure compliance with planning standards
• Analyze complex financial situations for clients
• Develop training resources for wealth planners
• Collaborate with teams to refine best practices
Requirements:
• Minimum 5 years of experience with high-profile clients
• Advanced degree preferred
• Exceptional verbal and ...
In this role, you will provide expert consultation to clients, developing customized wealth strategies guided by sound financial principles. Your collaboration with Relationship Managers and specialists will support comprehensive wealth preservation and growth. Building strong, long-term relationships with executive clients will be key to your success.
Key Responsibilities:
• Consult clients on tailored wealth strategies
• Ensure compliance with planning standards
• Analyze complex financial situations for clients
• Develop training resources for wealth planners
• Collaborate with teams to refine best practices
Requirements:
• Minimum 5 years of experience with high-profile clients
• Advanced degree preferred
• Exceptional verbal and ...
Interested in this opportunity? Apply now through Expertini.
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