Cross Border Tax and Estate Planning Consultant, Private Wealth

Qualifications

• Experience in dealing directly and regularly with HNW/UHNW and high-level executive clients.
• Post-graduate degree is desirable.
• 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.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Data driven decision making - In-depth / Expert.
• Able to manage ambiguity.
• Broad knowledge of financial institutions, services and products.
• Broad knowledge of investment management principles, economics and financial markets.

This job posting is for a current vacancy.

Salary

$89,800.00 - $139,800.00

Pay Type

Salaried

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 bonus

es, 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