Elevate High Net Worth client relations at BMO Financial Group as a Tax and Planning Associate in Vancouver. Specialize in comprehensive wealth planning solutions that address retirement, tax, and estate goals.
This role seeks a professional with 5-9 years of relevant financial planning experience and a degree in a related field. You will collaborate with planning experts to deliver tailored financial strategies, supporting clients in succession planning and charitable giving. Presenting structured planning recommendations will be essential to ensure clarity and professionalism.
Key Responsibilities:
• Develop customized financial plans for HNW clients
• Provide specialized advice on estate and tax planning
• Collaborate with professionals to enhance wealth solutions
• Present planning strategies clearly and effectively
• Ensure adherence to banking regulations and risk guidelines
Requirements:
• 5-9 years of financial planning experience
• University degr...