Senior Wealth Planning Consultant at BMO (Vancouver)
BMO
Advance your career with BMO as a Senior Wealth Planning Consultant focused on cross border taxation for high-net-worth clients. You will deliver strategic wealth management solutions within a collaborative framework.
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
Utilize your planning expertise to effectively enhance client relationships and drive revenue growth at BMO.
#J-18808-LjbffrVacancy posted 7 days ago
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