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Tax and Planning Associate

🏢
BMO
📍 Vancouver, Canada
📍
Location Vancouver
📅
Posted June 23, 2026
🚗
Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Application Deadline:

04/23/2026

Address:

595 Burrard Street

Job Family Group:

Wealth Sales & Service

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 recommenda...

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    📍 Location Details

    🌆
    City
    Vancouver
    🗺️
    Country
    Canada
    🚗
    Commute
    Local Area

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