NeverHard
Director of Tax Planning, Private Wealth at BMO — NeverHard
Director of Tax Planning, Private Wealth at BMO in Montréal, Québec. View salary, required skills, and apply on NeverHard.
- Company
- BMO
- Location
- Montréal, Québec
- Type
- part_time
Application Deadline:
06/12/2026
Address:
1250 boul Rene Levesque Ouest
Job Family Group:
Wealth Sales & Service
Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages 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 wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overwall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and inrease revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter Scores.
Provides customized advice and specialized planning services to HNW/UHNW client segments.
Facilitates/participates in goals-based discovery p
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