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Wealth Planning Specialist

2 months ago

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

We are seeking a highly skilled Wealth and Tax Planning Consultant to join our team at Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing specialized wealth planning services to high net worth clients, helping them achieve their long-term financial objectives.

Key Responsibilities
  • Develop and implement comprehensive wealth plans for high net worth clients, taking into account their financial, tax, and estate planning needs.
  • Collaborate with other planning professionals and relationship managers to provide clients with expert advice and solutions.
  • Stay up-to-date with industry trends and regulatory changes, ensuring that clients receive the best possible advice.
  • Build and maintain strong relationships with clients, providing exceptional service and support.
  • Work closely with internal teams to ensure seamless delivery of services and solutions.
Requirements
  • Typically between 5-9 years of relevant experience and a university degree in a relevant field of study.
  • Post-graduate degree is desirable.
  • Relevant professional designation is considered an asset.
  • Experience dealing with high net worth clients.
  • Proven track record in developing and growing a profitable financial or related client services business.
  • Extensive knowledge and technical proficiency related to wealth planning strategies, issues, and trends.
  • Broad knowledge of financial institutions, services, and products.
  • Broad knowledge of investment management principles, economics, and financial markets.
  • Seasoned professional with a combination of education, experience, and industry knowledge.
What We Offer

At Bank of Montreal, we offer a competitive salary and benefits package, as well as opportunities for professional growth and development. We are committed to creating a diverse and inclusive work environment, where our employees can thrive and reach their full potential.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, please submit your application.