Overview

Application Deadline: 09/03/2026 Address: 3985 Highway 7 East Job Family Group:Wealth Sales & Service Provides specialized wealth and tax planning advice to High Net Worth and Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Partners with Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) and other planning specialists to deliver comprehensive planning solutions encompassing tax, financial, retirement, estate, succession, philanthropic and trust planning strategies. Supports the growth and retention of HNW/UHNW client assets through sophisticated wealth and tax planning solutions that broaden client conversations, enhance relationships and identify opportunities to improve after-tax outcomes, consolidate assets and increase revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter Scores. CPA/CA designation strongly preferred.Provides advanced tax planning advice for individuals, families, trusts, holding companies and owner-managed businesses.Identifies tax-efficient strategies related to wealth accumulation, retirement, income distribution and wealth transfer.Collaborates with clients' external tax advisors, accountants and legal professionals on complex planning matters.Monitors changes in tax legislation and assesses potential impacts on HNW/UHNW clients.Develops planning concepts and strategies to help clients minimize taxes and optimize after-tax outcomesProvides customized advice and specialized planning services to HNW/UHNW client segments.Facilitates/participates in goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.Demonstrates a consultative and collaborative value-added approach in client conversations, acting as a member of a client strategy team to facilitate the desired client experience.Applies well-developed consultative sales and wealth planning principles, practices and techniques in client interactions.Acts as a subject matter expert in area(s) of specialized planning, including regulations and policies, to properly assess and provide insights and solutions to clients.Leverages financial analysis in the development of detailed and complex financial plans.Consults with clients and their external advisors on complex issues, as required.Provides commentary and awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions.Develops content in the area(s) of specialized planning for use as training material, internal resource material and client-facing material.Leads/participates in the development/presentation of educational programs in the area(s) of specialized planning within BMO and to clients.Develops/maintains internal and external networks and referral sources to ensure ongoing growth of the business.May network with industry contacts to gain competitive insights and best practices.Protects the Bank's assets by adhering to all banking and investment regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere