Accounting Body®
BO
Accounting Body

Wealth & Tax Planning Consultant, Private Wealth (Mandarin/Cantonese)

Bank of Montreal

Markham, York region · Canada

Mid-levelCAD 105,000 – CAD 155,000

About this role

Application Deadline: 09/21/2026 Address: 3985 Highway 7 East Job Family Group: Wealth Sales & Service Provides specialized wealth and tax planning advice to High Net Worth and Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Partners with Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) and other planning specialists to deliver comprehensive planning solutions encompassing tax, financial, retirement, estate, successi…

BO

Bank of Montreal

Markham, York region

CAD 105,000 – CAD 155,000

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Posted 2 days ago