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

BMO Financial · Markham, CA

Application Deadline: 10/08/2026 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…