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Tax and Planning Associate

📍 BMO • Vancouver, British Columbia, Canada • Posted June 23, 2026

Full time Posted June 23, 2026
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Job Description

Application Deadline:

04/23/2026

Address:

595 Burrard Street

Job Family Group:

Wealth Sales & Service

About the job

Provides specialized wealth planning for High Net Worth (HNW) clients to help meet their long-term financial objectives. Supports the growth and retention of HNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship.

  • Develop and deliver comprehensive, customized financial plans addressing retirement, tax, estate planning and broader wealth planning objectives.
  • Provide specialized planning advice on advanced strategies, including private corporations and holding companies, estate planning, and charitable planning etc.
  • Partner with other planning professionals to provide clients with comprehensive wealth planning advice and solutions encompassing tax, succession planning, philanthropy, and estate and trust planning.
  • Present planning recommenda...

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