Senior Wealth Planning Expert

Position: BMO Senior Wealth Planning Expert
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  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 management trends

• Solid team collaboration and analytical skills

Enhance client relations and contribute to growth at BMO through effective wealth planning.
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