Bank of Montreal
Senior Tax Planning Director, Wealth Management
Job Description
BMO seeks a Senior Director of Tax Planning to serve High Net Worth and Ultra High Net Worth clients with advanced wealth management solutions. This role blends strategic financial planning with relationship building.
You will lead a team to provide innovative tax, estate, and philanthropic planning advice while collaborating with investment professionals. Your insights will drive asset consolidation and enhance client satisfaction. As a subject matter expert, you will contribute to the educational growth of the firm and its clients.
Key Responsibilities:
• Formulate comprehensive wealth planning strategies
• Consult on tax, estate, and succession matters
• Engage with clients for discovery and needs assessment
• Stay updated on industry trends and legislation
• Develop networks for business development
Requirements:
• 5-9 years of relevant experience in wealth planning
• University degree; advanced degrees advantageous
• Relevant professional certifi...
You will lead a team to provide innovative tax, estate, and philanthropic planning advice while collaborating with investment professionals. Your insights will drive asset consolidation and enhance client satisfaction. As a subject matter expert, you will contribute to the educational growth of the firm and its clients.
Key Responsibilities:
• Formulate comprehensive wealth planning strategies
• Consult on tax, estate, and succession matters
• Engage with clients for discovery and needs assessment
• Stay updated on industry trends and legislation
• Develop networks for business development
Requirements:
• 5-9 years of relevant experience in wealth planning
• University degree; advanced degrees advantageous
• Relevant professional certifi...