Senior Director Of Tax Planning At Bmo Montreal
BMO
Senior Director of Tax Planning – BMO
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
Qualifications
- 5‑9 years in wealth management services
- Advanced degree and qualified credentials are advantageous
- Proven success in expanding client portfolios
- Broad knowledge of wealth planning strategies
- Bilingual in French and English for optimal client interaction
Leverage your expertise to optimize wealth management strategies for HNW clients at BMO.
#J-18808-LjbffrVacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Director Of Tax Planning At Bmo Montreal in Montréal, QC vacancy
- Lead tax strategies for High Net Worth clients at BMO as the Senior Director of Tax Planning. Utilize your wealth management expertise to enhance client relationships and financial outcomes. This senior role focuses on delivering customized wealth planning solutions and...SeniorLong term contract
- ...to the VP Mechanical Services, the Director of Integrated Procurement and Planning is responsible for the planning, organization... ...with all of the organization’s senior executives and its business... ...development and implementation of plans and programs for the supply of quality...SeniorLong term contractRemote workFlexible hours
- ...Senior Financial Analyst, Policy Tax Location: Hybrid - Anywhere in Canada The total target compensation (TTC) range, including salary and target... ...vacation from hire date A defined contribution pension plan with generous employer matching Top up programs for parental...SeniorPermanent employmentInternshipLocal areaFlexible hours
- ...Step into a leadership role as a Senior Tax Manager within EY's Global Compliance & Reporting team. This position focuses on managing complex... ...on tax trends and developments Identify and promote new tax planning opportunities Requirements ~5+ years of Canadian Corporate...Senior
$99.45k - $209.9k per year
...SAP SCM Planning Lead Location: Ottawa / Montreal / Toronto / Calgary The SAP SCM Planning Lead is responsible for leading the design, implementation... ...discovery through deployment Ability to interact with senior client stakeholders and influence solution direction...Senior- ...have an excellent career opportunity for a Tax Litigation Associate. EY’s global alliance... ..., quality service. Our award‑winning tax planning, counsel and litigation teams offer a powerful... ..., prescription drug and dental coverage plan, a defined contribution pension plan, a...WorldwideWeekend work
- ...Elevate your banking career as a Senior Director of Credit Initiatives at National Bank of Canada. This role emphasizes strategic credit programs within the Commercial Bank, leveraging your lending expertise. In this position, you will lead complex credit initiatives, collaborating...Senior
- ...and governance. Ability to influence executive stakeholders and drive large-scale security programs. Benefits and advantages Senior leadership role reporting directly to the CISO. Opportunity to shape cybersecurity in a global, mission-critical industry. High...Senior
- ...North America. We are therefore looking for amazing people to add to our team! About the role We’re looking for an experienced Director of Sales to lead, scale, and elevate our sales organization as we enter our next stage of growth. This is a hands‑on leadership role...For contractorsInternship
$110k per year
...Director, Research Programs Location: Toronto, ON | Ottawa, ON | Montréal, QC | Québec, QC | Calgary, AB | Halifax, NS | Kelowna, BC... ...Responsibilities Strategic planning of CCS’s research programs... ...of progressive experience in senior related roles ~ PhD in a Health...SeniorLocal area- .... Hello, I'm Bianka, Senior Team Leader at Fed Finance, a... ...permanent recruitment in the Greater Montreal area. Mission Your day... ...and file all corporate income tax returns for the organization’s... ...Enterprises (ASPE) • Planning and organizational skills necessary...SeniorPermanent employmentTemporary workInternship
- ...people are at the heart of the projects? Our investments team in Montreal is expanding, and we are looking for passionate talents to join... ...Overview The person occupying the position of Investments Director will work on acquisition and disposition files and transactions....Work at office
- ...votre carrière. Bonjour, je suis Bianka, Chef d'Équipe Senior au sein de Fed Finance, cabinet de recrutement spécialisé sur les... ...recrutement : temporaire et permanent dans la région du Grand Montréal. Mission Ta journée ressemblera à ceci : • Préparer, réviser...SeniorPermanent employmentTemporary work
- ...Position Overview Reporting to the Director, FP&A at RCL Reitmans Canada Limited, the Senior Analyst, FP&A plays a critical role in delivering financial insight... ...enhance detailed financial models to support planning activities, scenario analysis, and long‑term projections...SeniorLong term contract
- ...Drive transformative IT solutions at Alto as the Director of IT Operations. Lead strategic technology initiatives that enhance operations... ...high-speed train project connecting Quebec City and Toronto. This senior leadership role demands a visionary who can manage the IT...Senior
- Drive compliance excellence as a Senior Advisor in AML/ATF at a leading financial institution in Montreal. This full-time position focuses on regulatory compliance... ...in reviewing corporate and partnership tax returns, identifying planning opportunities to minimize compliance risks...SeniorFull time
- ...La possibilité Nous recherchons actuellement des conseillers seniors au sein de l’équipe canadienne Consultation – Gestion des risques... ...de vos attentes, en mettant l’accent sur votre bien‑être sur le plan physique, émotionnel, financier et social Garantie au titre de...Senior
- ...innovation and pushing entertainment boundaries, join our journey and help create the unknown! Job Description As a Game Director at Ubisoft Montreal, you will turn a creative vision into a cohesive and engaging game experience. You will guide the game design team by...
- Elevate your career as a Senior KYC Officer in Montreal, QC, at a prestigious financial organization. This hybrid role entails performing extensive client onboarding and due diligence activities. This position requires a minimum of five years in financial services, with at...Senior
- ...Make an impact in shipbuilding with ABS as a Senior Engineer I. Your engineering expertise will help ensure the compliance of ship structures and stability standards. This senior position involves conducting engineering design reviews and assessments for governmental projects...Senior
- Propulsez votre carrière avec LGS en tant que Conseiller Senior DevOps / DevSecOps à Montréal. Participez à la transformation infonuagique sur Google Cloud Platform et Azure dans un travail hybride. LGS recherche un(e) professionnel(le) DevOps pour contribuer à l'automatisation...Senior
- Devenez un acteur clé de la stratégie en tant qu'analyste FP&A senior dans une entreprise en pleine transformation à Montréal. Si vous aimez les défis analytiques, ce poste hybride est fait pour vous. Nous recherchons un analyste FP&A senior pour agir comme partenaire stratégique...Senior
- ...Senior AML/ATF Analyst within the Financial Crime Management team at National Bank. Responsibilities Participate in the processing... ...including many options Flexible group insurance Generous pension plan Employee Share Ownership Plan Employee and family...SeniorFlexible hours
- Introduction Analyste financier snior Artemis est la recherche d'un analyste financier snior pour son client offrant toute une gamme deservices relis la chane d'approvisionnement. Contexte de l'entreprise Le posterelvedu directeur de la comptabilit corporative et iljoue...SeniorWork at office
- Rejoignez une plateforme technologique innovante à Montréal en tant que Développeur Mobile Senior. Participez au lancement d'un SDK mobile pour iOS et Android avec une grande autonomie. Notre client recherche un Développeur Mobile Senior pour diriger le développement de sa...SeniorFlexible hours
- ...A career as a Senior Business Partner in HR Analytics in the HR Analytics and Systems team at National Bank means serving as a Strategic... ...multiple options. Flexible group insurance. Generous pension plan. Employee Share Ownership Plan. Employee and family...SeniorFlexible hours
$140k - $160k per year
...Your role As a Senior Engineer, you will be responsible for the civil discipline on major projects, playing a key role in concept definition, technical supervision, and multidisciplinary coordination. You will be involved in advanced technical aspects as well as in the functional...SeniorLong term contractWork at office- ...the growth of small and medium-sized businesses across Canada. As Director, Growth & Transition Capital – Defence, you will lead investment... ...competitive benefits, including an Employee Savings and Investment Plan with partial matches, a Defined Benefit Pension Plan, and a $750...For contractorsWork at officeFlexible hours
- Join EY as a Senior Tax Professional focusing on Global Compliance and Reporting. Bring your corporate tax expertise to a dynamic team dedicated... ...insights • Develop effective recommendations for proactive tax planning • Collaborate toward achieving team performance objectives...Senior
- Join a major professional services organization as a Senior FP&A Analyst in Montreal, working in a hybrid model. This strategic role engages directly... ...will lead budgeting efforts, manage long-term financial planning, and prepare comprehensive management reports. Your role will...SeniorLong term contract
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Director Of Tax Planning At Bmo Montreal. Be the first to apply!
Related searches
- tax manager cpa Montréal, QC
- tax director Montréal, QC
- u.s. tax manager Montréal, QC
- senior tax manager Montréal, QC
- director financial planning Montréal, QC
- business strategy manager Montréal, QC
- planning director Montréal, QC
- directeur stratégie Montréal, QC
- strategic account manager Montréal, QC
- director financial planning and analysis Montréal, QC