Full time

Tax and Planning Associate

Posted by BMO • Vancouver, British Columbia, Canada

📍 Vancouver, British Columbia 🕒 June 23, 2026

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About the Role

Application Deadline:
04/23/2026Address:
595 Burrard StreetJob Family Group:
Wealth Sales & ServiceAbout the job
Provides specialized wealth planning for High Net Worth (HNW) clients to help meet their long-term financial objectives. Supports the growth and retention of HNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship.
Develop and deliver comprehensive, customized financial plans addressing retirement, tax, estate planning and broader wealth planning objectives. 
Provide specialized planning advice on advanced strategies, including private corporations and holding companies, estate planning, and charitable planning etc. 
Partner with other planning professionals to provide clients with comprehensive wealth planning advice and solutions encompassing tax, succession planning, philanthropy, and estate and trust planning.
Present planning recommenda...
                

Job Details

Location Vancouver, British Columbia
Job Type Full time
Category Financial Specialists
Posted June 23, 2026
Deadline August 02, 2026

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