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Senior HNW Wealth Planner - Tax & Estate Strategy

Job in Vancouver, BC, Canada
Listing for: BMO
Full Time position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Vancouver seeks a wealth planning specialist to provide comprehensive advice to high net worth clients. The role involves collaboration with professionals to develop tailored strategies for clients, focusing on financial, tax, and estate planning. Candidates should have 5-9 years of experience, along with CPA and CFP designations. The position offers a competitive salary and benefits, contributing to an inclusive and dynamic workplace culture.
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Position Requirements
10+ Years work experience
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