About this role
Role Overview
- Provides specialized international wealth planning and advisory services for High Net Worth / Ultra High Net Worth (HNW/UHNW) and high-level executive clients
- Leverages specialized knowledge and experience to partner collaboratively with other planning professionals
- Supports growth and retention of client assets through specialized cross border planning solutions
- Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability
- Acts as a subject matter expert in areas of specialized international wealth planning
Requirements
- Experience in dealing directly and regularly with HNW/UHNW and high-level executive clients
- Post-graduate degree is desirable
- Relevant professional designation is an asset
- Proven track record in developing and growing a profitable financial or related client services business
- Extensive knowledge and technical proficiency related to international wealth planning strategies, issues and trends
- Typically, a minimum of 5 years of relevant experience and a university degree in relevant field of study.
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans