Provides specialized wealth and tax planning advice to high net worth clients, collaborating with relationship managers to offer comprehensive solutions. Focuses on financial, tax, and succession planning to grow client assets and enhance client relationships.
📌 Wealth & Tax Planning Consultant, Private Wealth (Mandarin/Cantonese) - $89,800 - $139,800 A Year (Markham)
🏢 BMO Financial Group
📍 Markham
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