Cross Border Tax and Estate Planning Consultant, Private Wealth

Application Deadline:

07/30/2026

Address:
595 Burrard Street

Job Family Group:

Wealth 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 target base salary 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 in c rease 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 prin c iples, 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 grow t h 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.
• 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 u niversity 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 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.