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Cross Border Tax Planning Consultant, Private Wealth

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BMO
πŸ“ Vancouver, Canada
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Location Vancouver
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Posted March 22, 2026
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Commute Local Area
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Job Description

Application Deadline:

03/12/2026

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 wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages 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 wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overwall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialize...

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πŸ“ Location Details

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City
Vancouver
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Country
Canada
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Commute
Local Area

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