Cross Border Tax and Estate Planning Consultant, Private Wealth Jobs in Toronto, Canada at BMO
04/30/2026595 Burrard StreetWealth Sales & Service
Please 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, succession, philanthropic, Will, estate and trust planning in connection with their overall wealth planning needs in multi jurisdictional situation.
Supports the growth and retention of HNW/UHNW and high-level executive client assets through specialized cross border planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client 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.
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.
Provides customized advice and specialized planning services to HNW/UHNW client high-level executive 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.
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 international wealth 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 international wealth planning solutions.
Develops content in the area(s) of international wealth planning for use as training material, internal resource material and client-facing material.
Leads/participates in the development/presentation of educational programs in international wealth planning within BMO and to clients.
Develops/maintains internal and external networks and referral sources to ensure ongoing growth of the business.
Develop and maintain 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.
Qualifications:
Experience in dealing directly and regularly with HNW/UHNW and high-level executive clients.
Relevant professional designation is an asset.
Proven track record in developing and growing a profitable financial or related client services business.
Extensive knowledge and technical proficiency related to international wealth planning strategies, issues and trends.
Seasoned professional with a combination of pertinent education, experience and industry knowledge.
Typically, a minimum of 5 years of relevant experience and a university degree in relevant field of study.
Verbal & written communication skills – In-depth / Expert.
Analytical and problem-solving skills – In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration – In-depth / Expert.
Data driven decision making – In-depth / Expert.
Broad knowledge of financial institutions, services and products.
Broad knowledge of investment management principles, economics and financial markets.
Please note, the salary range for this role is $135,000 – $185,000.
This job posting is for a current vacancy.
Salary:
$89,800.00 – $
Pay Type:
Salaried
Title: Cross Border Tax and Estate Planning Consultant, Private Wealth
Company: BMO
Location: Toronto, Canada
Category:
