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Wealth and Tax Planning Expert

2 months ago

Markham, Ontario, Canada Bank of Montreal Full time
Job Summary

As a Wealth and Tax Planning Consultant at Bank of Montreal, you will play a critical role in providing specialized wealth planning services to High Net Worth / Ultra High Net Worth (HNW/UHNW) clients. Your expertise will help clients achieve their long-term financial objectives.

Key Responsibilities
  • Develop and implement comprehensive wealth plans tailored to the unique needs of HNW/UHNW clients.
  • Leverage in-depth knowledge of tax laws and regulations to optimize clients' financial situations.
  • Collaborate with cross-functional teams to provide integrated wealth management solutions.
  • Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice.
Requirements

To succeed in this role, you will need:

  • Strong understanding of tax laws and regulations.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Strong analytical and problem-solving skills.