As a Wealth & Tax Planning Consultant at BMO Financial Group, specialize in delivering tailored financial solutions to High Net Worth clients. Help clients navigate their complex wealth planning needs effectively.

The role requires experienced professionals with 5-9 years in wealth planning. In collaboration with various financial experts, you will ensure comprehensive planning services that enhance client relationships and address their financial aspirations through effective asset management.

Key Responsibilities:

- Collaborate with Private Bankers and Investment Advisors on strategies
- Guide clients through wealth analysis and planning processes
- Create and lead informative sessions on specialized planning topics
- Contribute to knowledge management and internal resources
- Adhere to banking regulation and ethical practices

Requirements:

- 5-9 years of wealth planning or related experience
- University degree in a relevant field; post-graduate beneficial
- Proven client relationship management with HNW/UHNW
- Solid verbal, written, and analytical skills
- Preference for Mandarin/Cantonese language

Deliver expert wealth planning solutions to clients as part of BMO's elite team.

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📌 BMO Wealth & Tax Planning Consultant (Markham)
🏢 Bank of Montreal
📍 Markham