Job Description
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 expe...
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 expe...
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