Director of Wealth Planning at BMO
BMO
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 requires extensive experience in wealth management. You will conduct in-depth client discovery sessions, collaborate with client strategists, and provide insights on tax regulations. Your objective is to foster long-term client relationships while adapting to emerging trends in the finance sector. Key Responsibilities:
- Provide specialized planning services for HNW/UHNW clients
- Conduct detailed discovery sessions to understand client needs
- Collaborate with client strategists to improve service delivery
- Use financial analysis for creating detailed plans
- Share insights on regulatory changes and market trends
- 5–9 years in wealth management services
- Advanced degree and professional qualifications are a plus
- Proven ability to grow client portfolios
- Comprehensive knowledge of wealth planning strategies
- Bilingual in French and English for client engagement
Vacancy posted more than 2 months ago
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