Bmo Regional Director, Wealth Strategy (Montreal)

Bmo Regional Director, Wealth Strategy (Montreal)

07 Aug
|
BMO
|
Montreal

07 Aug

BMO

Montreal

Drive wealth management excellence as BMO's Regional Director for High Net Worth Planning. Lead a team dedicated to delivering sophisticated strategies for HNW/UHNW clients.In this role, you'll steer a collaborative team of consultants in wealth, tax, and estate planning. Your insights into financial services will guide investment strategies, enhance client experiences, and lead to substantial asset growth. With years of experience, you'll play a key role in continuous team development and performance management.Key Responsibilities:Oversee a team of wealth strategy consultantsFoster high-value client interactions and growthImplement cutting-edge wealth management solutionsAnalyze and track performance metrics for outcomesConduct training on advanced financial planning conceptsRequirements:Typically 10+ years of experience in financial servicesProven leadership in HNW/UHNW segmentsFamiliarity with financial planning tools like NaviPlanStrong relationship-building and analytical skillsProficiency in both French and English for diverse client supportLead the evolution of wealth planning at BMO and create lasting client relationships through strategic advice.#J-18808-Ljbffr

📌 Bmo Regional Director, Wealth Strategy (Montreal)
🏢 BMO
📍 Montreal

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