Cross Border Tax and Estate Planning Consultant, Private Wealth
BMO • Montreal, Canada
Role Description
Application Deadline:
04/30/2026Address:
595 Burrard StreetJob Family Group:
Wealth Sales & ServicePlease note that the location is flexible. Preference for Vancouver.
This role focuses on providing expertise on tax planning concepts and strategies, with a specific emphasis on Canada/US cross border taxation concerns.
Please note, the salary range for this role is $135,000 - $185,000.
Provides specialized international wealth planning and advisory services for High Net Worth / Ultra High Net Worth (HNW/UHNW) and high-level executive clients and their family to help meet their immediate and long-term objectives.
Leverages your specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive international wealth planning advice and solutions encompassing international financial, tax...