Job Description
Join BMO as the Senior Director of Tax Planning, specializing in High Net Worth clients. Enhance client relationships and financial outcomes through expert tax and wealth strategies.
In this senior leadership role, your extensive experience will enable you to deliver customized wealth planning solutions. You will collaborate with various professionals, ensuring clients receive top-notch advice on financial management, tax regulations, and estate planning. Your engagement will focus on building lasting client relationships while promoting business growth.
Key Responsibilities:
• Deliver specialized planning services for HNW/UHNW clients
• Conduct detailed client discovery sessions to understand financial needs
• Collaborate with client strategists to enhance service delivery
• Utilize financial analyses for creating comprehensive plans
• Provide insights on emerging trends and regulatory changes
Requirements:
• 5-9 years in wealth management services
• Adva...
In this senior leadership role, your extensive experience will enable you to deliver customized wealth planning solutions. You will collaborate with various professionals, ensuring clients receive top-notch advice on financial management, tax regulations, and estate planning. Your engagement will focus on building lasting client relationships while promoting business growth.
Key Responsibilities:
• Deliver specialized planning services for HNW/UHNW clients
• Conduct detailed client discovery sessions to understand financial needs
• Collaborate with client strategists to enhance service delivery
• Utilize financial analyses for creating comprehensive plans
• Provide insights on emerging trends and regulatory changes
Requirements:
• 5-9 years in wealth management services
• Adva...