Tax And Planning Associate

BMO

Vancouver, Canada
Base: $115,000.00 - $145,000.00; bonus/equity: sal...
High net worth / ultra high net worth client services
Comprehensive wealth planning advice
Financial, tax, succession planning
Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives

Job Summary

  • Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives.
  • Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives.

Salary

Base: $115,000.00 - $145,000.00; Bonus/Equity: Salaried & Commission; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • High Net Worth / Ultra High Net Worth client services
  • comprehensive wealth planning advice
  • financial, tax, succession planning
  • financial analysis for complex plans
  • consultative sales and wealth planning principles

Nice-to-have

  • boldly grow the good
  • inclusive, equitable and accessible workplace
  • innovating and pushing boundaries

Key Requirements

  • 5 - 9 years of relevant experience
  • University degree in relevant field
  • Chartered Professional Accountant (CPA) designation
  • Certified Financial Planner (CFP) designation
  • Experience dealing with HNW/UHNW clients

Work Rights

Not specified

Tailored Resume

Cover Letter