Wealth & Tax Planning Consultant, Private Wealth
Bank of Montreal · Montréal, Québec
$85,000–$175,000 per year · Full-Time · Posted 8 hours ago
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About the job
Application Deadline: 12/04/2026 Address: 1250 boul Rene Levesque Ouest Job Family Group: Wealth Sales & Service The successful candidate will work in partnership with two or three Investment Counsellor/Portfolio Managers of BMO Private Investment Counsel Inc. to develop tailored financial and tax planning solutions that address the complex needs of high-net-worth and ultra-high-net-worth clients. Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients …
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