Elevate your career with BMO as a Wealth and Tax Planning Consultant focused on High Net Worth and Ultra High Net Worth clients. Leverage your expertise to provide tailored financial solutions.
As a specialist in wealth planning, you will cater to HNW/UHNW clients by delivering customized financial strategies that encompass tax, estate, and trust planning. Collaborate with experienced Relationship Managers and utilize your consultative sales approach to enhance client relationships and drive asset growth.
Key Responsibilities: • Provide tailored wealth planning to HNW/UHNW segments • Facilitate goals-based discovery with clients • Collaborate in client strategy teams for optimized service • Use financial analysis to create detailed plans • Consult on complex issues with clients and advisors
Requirements: • 5 to 9 years of relevant experience • University degree in a related field • Qualified designation preferred • Proven track record with HNW/UHNW clients • Solid verbal and written communication skills
Enhance your expertise in wealth strategies and contribute to business growth at BMO. J-18808-Ljbffr