Application Deadline: 09/03/2026Address: 3985 Highway 7 EastJob Family Group:Wealth Sales & ServiceProvides specialized wealth and tax planning advice to High Net Worth and Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Partners with Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) and other planning specialists to deliver comprehensive planning solutions encompassing tax, financial, retirement, estate, succession, philanthropic and trust planning strategies. Supports the growth and retention of HNW/UHNW client assets through sophisticated wealth and tax planning solutions that broaden client conversations, enhance relationships and identify opportunities to improve after-tax outcomes, consolidate assets and increase revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter Scores. CPA/CA designation strongly preferred.Provides advanced tax planning advice for individuals, families, trusts, holding companies and owner-managed businesses. Identifies tax-productive strategies related to wealth accumulation, retirement, income distribution and wealth

📌 Wealth & Tax Planning Consultant, Private Wealth (Mandarin/Cantonese) (Richmond Hill)
🏢 BMO Financial
📍 Richmond Hill