Director of Tax Planning, Private Wealth

Responsibilities

• Provide customized tax, succession, and estate planning advice to High Net Worth and Ultra High Net Worth (HNW/UHNW) clients.
• Partner with Relationship Managers, Private Bankers, and Investment Counsellors to deliver comprehensive wealth planning solutions.
• Facilitate goals-based discovery processes directly with clients to ensure effective data capture and plan creation.
• Act as a subject matter expert on specialized planning regulations, policies, and emerging legislative trends.
• Develop complex financial plans using advanced financial analysis and consult with clients and their external advisors on complex issues.
• Create educational content, training materials, and client-facing resources regarding specialized planning.
• Maintain internal and external networks to support business growth and stay informed on industry best practices.

Requirements

• 5 to 9 years of relevant experience in tax or wealth planning.
• University degree in a relevant field of study.
• Proven experience working with HNW and UHNW client segments.
• Fluency in both French and English is required.
• Strong analytical, problem-solving, and influence skills.
• Ability to manage ambiguity and make data-driven decisions.

Preferred Qualifications

• Post-graduate degree.
• Professional designations such as CPA, CA, CMA, CGA, LL.B, LL.L, or LL.M.
• Extensive technical proficiency in wealth planning strategies and investment management principles.

About the Company

BMO is a leading North American bank driven by a shared purpose: to Boldly Grow the Good in business and life. With over 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.