Tax and Planning Associate

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About the job

Provides specialized wealth planning for High Net Worth (HNW) clients to help meet their long-term financial objectives. Supports the growth and retention of HNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship.

• Develop and deliver comprehensive, customized financial plans addressing retirement, tax, estate planning and broader wealth planning objectives.
• Provide specialized planning advice on advanced strategies, including private corporations and holding companies, estate planning, and charitable planning etc.
• Partner with other planning professionals to provide clients with comprehensive wealth planning advice and solutions encompassing tax, succession planning, philanthropy, and estate and trust planning.
• Present planning recommendations to clients in a clear, structured, and professional manner.
• 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.

Qualifications:

• Typically, between 5 - 9 years of relevant experience and a University. degree in relevant field of study.
• Financial planning experience.
• Professional designation(s) such as Chartered Professional Accountant (CPA), Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP).
• CPA Canada In depth Tax completion would be beneficial.
• Broad knowledge of financial institutions, services and products.
• Broad knowledge of investment management principles, economics and financial markets.
• Excellent communication and problem-solving skills.
• Excellent collaboration & team skills.
• Able to manage ambiguity.

Please note the salary for this specific position in Vancouver is from $115,000.00 to $145,000.00. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.