Job Description
Join BMO as an expert in International Wealth Planning focused on cross border tax strategies. Serve High Net Worth clients by offering tailored solutions to complex financial scenarios.
In this role, you will utilize your specialized knowledge in international regulations to provide wealthy families and executives with comprehensive planning services. Collaborating with other professionals, you will ensure exceptional client service through customized advice that promotes asset growth and retention. Your consultative approach will not only reflect BMO's commitment to excellence but also strengthen client relationships.
Key Responsibilities: • Act as a subject matter expert in international wealth planning • Facilitate goals-based discovery processes with clients • Offer specialized planning services and insights • Monitor legislative changes impacting wealth planning • Create educational materials for clients and training
Requirements: • 5+ years in client-f...
In this role, you will utilize your specialized knowledge in international regulations to provide wealthy families and executives with comprehensive planning services. Collaborating with other professionals, you will ensure exceptional client service through customized advice that promotes asset growth and retention. Your consultative approach will not only reflect BMO's commitment to excellence but also strengthen client relationships.
Key Responsibilities: • Act as a subject matter expert in international wealth planning • Facilitate goals-based discovery processes with clients • Offer specialized planning services and insights • Monitor legislative changes impacting wealth planning • Create educational materials for clients and training
Requirements: • 5+ years in client-f...