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.
Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives.
BMO also offers health insurance, tuition reimbursement, accident and life insurance, 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
$135,000 - $185,000
Skills & Requirements
Must-have
Canada/US cross border taxation
High Net Worth / Ultra High Net Worth clients
wealth planning strategies
financial analysis
consultative sales principles
Nice-to-have
collaborative value-added approach
data driven decision making
manage ambiguity
innovating and pushing boundaries
Key Requirements
5 - 9 years of relevant experience
University degree in relevant field
Experience dealing with HNW/UHNW clients
Proven track record in developing and growing business