Enhance wealth strategies for High Net Worth clients at BMO as Senior Director of Tax Planning. Leverage your expertise to deliver customized planning solutions that drive client success. This senior leadership position focuses on specialized tax planning services in wealth management.

Key Responsibilities

• Deliver tailored planning services for HNW and UHNW clients
• Conduct thorough financial needs discovery sessions
• Collaborate with strategists to enhance service delivery
• Create comprehensive plans using financial analyses
• Provide insights on trends and regulatory changes

Requirements

• 5–9 years in wealth management services
• Advanced degree with qualified credentials preferred
• Proven success in expanding client portfolios
• Knowledge of wealth planning strategies
• Bilingual in French and English for client interactions

Use your expertise in tax and we...