BMO
Cross Border Tax and Estate Planning Consultant, Private Wealth
Job Description
Application Deadline: 04/30/2026
Address: 595 Burrard Street
Job Family Group: Wealth Sales & Service
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 salary range for this role is $135,000 - $185,000.
Provides specialized international wealth planning and advisory services for High Net Worth / Ultra High NetWorth (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 connect...
Address: 595 Burrard Street
Job Family Group: Wealth Sales & Service
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 salary range for this role is $135,000 - $185,000.
Provides specialized international wealth planning and advisory services for High Net Worth / Ultra High NetWorth (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 connect...