Tax and Wealth Planning Associate Vancouver

Join BMO Financial Group as a Tax and Planning Associate in Vancouver, focusing on wealth planning for High Net Worth clients. Help clients achieve their financial ambitions with strategic planning solutions.
This position calls for individuals with 5-9 years of experience and a relevant University degree. You will create comprehensive financial plans addressing retirement, estate, and broader wealth objectives. Collaborating closely with other planning professionals, you will ensure that clients receive well-rounded strategic advice tailored to their individual needs.
Key Responsibilities:
• Deliver customized financial plans to HNW clients
• Offer strategies for tax, estate, and charitable planning
• Partner with experts to enrich wealth planning processes
• Present clear recommendations to clients professionally
• Comply with investment regulations and Bank policies
Requirements:
• Financial planning experience of 5-9 years
• Relevant University degree<...