Apply on Kit Job: kitjob.ca/job/2g8ng1

Elevate cross-border tax planning as a specialized consultant. Provide tailored advice and strategies focusing on Canada/US taxation issues for high-net-worth and ultra-high-net-worth clients.
In this experienced role, you will deliver customized planning services while engaging with high-level executive clients. Your expertise will guide the discovery process and ensure that knowledge management standards are upheld. Use your consultative skills to assist clients in navigating complex international wealth planning challenges effectively.
Key Responsibilities:
• Deliver consultative advice to HNW/UHNW clients
• Facilitate goals-based discovery with customers
• Leverage financial analysis for detailed plans




• Produce educational content related to wealth planning
• Engage with clients and external advisors on complex issues
Requirements:
• Minimum 5 years experience with HNW/UHNW clients
• Post-graduate degree preferred
• Robust knowledge of international wealth strategies
• Excellent verbal and written communication
• Proven ability in developing profitable client services
Utilize your expertise in international wealth planning to provide insightful solutions and strategies effectively.
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Apply on Kit Job: kitjob.ca/job/2g8ng1

📌 Cross Border Tax Consultant for High Net Worth Clients (Vancouver)
🏢 BMO
📍 Vancouver