Cross Border Tax And Estate Planning Consultant, Private Wealth

BMO

Vancouver, BC, Canada
Target base salary: $135,000 - $185,000; pyy range...
Canada us cross border taxation expertise
Hnw uhnw client relationship management
International wealth planning strategies
This role focuses on providing expertise on tax planning concepts and strategies with a specific emphasis on Canada/US cross border taxation concerns

Job Summary

  • This role focuses on providing expertise on tax planning concepts and strategies with a specific emphasis on Canada/US cross border taxation concerns.
  • The position involves partnering collaboratively with Relationship Managers to provide comprehensive international wealth planning advice encompassing financial, tax, succession, and philanthropic planning.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

This role focuses on providing expertise on tax planning concepts and strategies with a specific emphasis on Canada/US cross border taxation concerns.

Salary

Target base salary: $135,000 - $185,000; Pay range listed: $89,800.00 - $139,800.00; May include commission structure and performance-based incentives

Skills & Requirements

Must-have

  • Canada US cross border taxation expertise
  • HNW UHNW client relationship management
  • International wealth planning strategies
  • Estate and trust planning knowledge
  • Collaborative client strategy team participation

Nice-to-have

  • Post-graduate degree in relevant field
  • Professional designation in finance or tax
  • Experience with high-level executive clients
  • Ability to develop educational training content
  • Strong network of industry contacts

Key Requirements

  • Minimum 5 years of relevant experience
  • University degree in relevant field of study
  • Direct experience dealing with HNW/UHNW clients
  • In-depth verbal and written communication skills
  • Expert analytical and problem-solving abilities

Work Rights

Not specified

Tailored Resume

Cover Letter