High Net Worth Tax Planning Director

Shape wealth management outcomes for HNW clients at BMO as a Senior Director of Tax Planning. Provide expertise in tax strategies and build robust client relationships for financial success. In this leadership role, you will focus on specialized planning for high-net-worth clients, collaborating closely with various professionals. Your responsibilities will include conducting client discovery sessions to tailor financial strategies, enhancing service delivery, and utilizing financial analyses for comprehensive planning. Building long-term relationships while adapting to regulatory changes is key in this dynamic environment. Key Responsibilities: • Deliver specialized tax planning services for HNW clients • Conduct detailed discovery sessions to assess financial needs • Collaborate with strategists to enhance client service • Create comprehensive plans using financial insights • Provide updates on trends and regulatory changes Requirements: • 5–9 years of experience in wealth management • Advanced degree and relevant credentials beneficial • Track record in expanding client portfolios • Deep knowledge of wealth planning strategies • Bilingual in French and English for effective communication Elevate tax planning practices for BMO's High Net Worth clientele with your expertise. #J-18808-Ljbffr

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