Tax Planning Consultant

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 to capture client data and create detailed financial plans.
• Act as a subject matter expert on specialized planning regulations, policies, and emerging legislative trends.
• Develop educational content and training materials for internal resources and client-facing use.
• Build and maintain internal and external networks to drive business growth and asset consolidation.
• Ensure all activities adhere to banking regulations, risk management frameworks, and ethical requirements.

Requirements

• 5-9 years of relevant experience in wealth planning or a related financial services field.
• University degree in a relevant field of study (post-graduate degree preferred).
• Proven experience working directly with HNW and UHNW client segments.
• Extensive technical knowledge of wealth planning strategies, tax issues, and trends.
• Strong understanding of investment management principles, economics, and financial markets.
• Expert-level verbal and written communication, analytical, and problem-solving skills.
• Demonstrated ability to collaborate across groups and manage complex, ambiguous situations.

Preferred Qualifications

• Relevant professional designations.
• Proven track record of growing a profitable financial client services business.

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.