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Cross Border Tax and Estate Planning Consultant, Private Wealth

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BMO
πŸ“ Ottawa, Canada
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Location Ottawa
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Posted June 28, 2026
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Commute Local Area
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This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Application Deadline:

04/30/2026

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 salary range 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...

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πŸ“ Location Details

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City
Ottawa
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Country
Canada
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Commute
Local Area

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