Senior Wealth Planning Consultant

Position: Senior Wealth Planning Consultant at BMO
Advance your career with BMO as a Senior Wealth Planning Consultant focused on cross border taxation for high-net-worth clients. You will deliver strategic wealth management solutions within a collaborative framework.

In this influential role, you’ll provide expertise on international tax and estate planning for HNW/UHNW clients and executives. Your position involves analyzing complex financial scenarios and collaborating with various stakeholders to drive exceptional client experiences. Ensuring effective knowledge management and strategies for tax compliance will be key in supporting client growth within BMO’s wealth strategy.

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 management trends

• Strong team collaboration and analytical skills

Utilize your planning expertise to effectively enhance client relationships and drive revenue growth at BMO.
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