Wealth Sales & Service The Regional Director HNW Planning will manage a team of Wealth Planning Consultants, Tax Planning Consultants, Estate Planning Consultants. His/her team provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with the Vice-President Private Wealth from all branches and their Investment Advisors teams to develop and deliver a client-focussed wealth planning experience culminating in a documented wealth strategy.

Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues.

Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focussing on the client experience. Ensures alignment between values and behaviour that fosters diversity and inclusion. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.

Provides a robust level of understanding of financial services and wealth planning to effectively implement appropriate business development strategies for HNW/UHNW client segments. Develops internal/external networks and referral sources to ensure the ongoing growth of business within the region through planning and to achieve identified targets and business goals. Contributes to overall business results by making recommendations to significantly improve the client experience through planning to drive incremental growth in assets and revenue.

Proves oversight or addresses escalation issues to ensure the retention of the business, and provides the necessary strategic thinking to resolve issues for the benefit of the client and the business. Acts as a subject matter expert in all areas of wealth planning to include advanced financial planning concepts and complex wealth offerings. Networks with industry contacts to gather competitive insights and best practices.

Leads the development and oversees the implementation of the strategy around wealth planning.



Defines business requirements for analytics & reporting to ensure data insights inform business decision making. Establishes baselines and KPIs for measuring planning performance such as client penetration metrics, number of plans completed, client satisfaction surveys, retention statistics, plan quality metrics, etc.

Monitors and tracks performance, and addresses any issues. Establishes and maintains sales management process to ensure opportunities for portfolio growth and profile enhancement are maximized, includes engaging/educating internal partners, establishing/fostering relationships with other sales forces, recognizing referral opportunities. Oversees the quality review process of financial planning to ensure adherence to quality and remain in accordance with regulatory standards.

Contributes to the Center of Expertise for wealth planning to include processes, workflow, and strategy delivery specific to HNW and UHNW client segments. Approves and manages operating budget, financial planning practices and processes. Leads the design, implementation and management of core business/group processes.

Oversees the design, development, and implementation of tools and training required to deliver business results. Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals. Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.

Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings. Protects the Bank’s assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines. Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.

Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.



Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Typically 10+ years of relevant experience and post-secondary degree in related field of study.

Experience in team management.

Experience in selling to Investment Advisors and in managing HNW/UHNW client segments. Detailed knowledge of financial planning principals and standards. Working knowledge of NaviPlan and CCH financial planning software and tools.

M or other professional wealth designations an asset. Financial services sales experience an asset. MBA/ advanced graduate degree is an asset. CIWM, TEP, FCSI, FMA, CIM, FEA designations are an asset. Technical leader viewed as a thought leader for innovation.

Able to manage ambiguity. Data driven decision making - Expert. You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec .

Salaries for part-time roles will be pro-rated based on number of hours regularly worked. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Boldly

Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

Accommodations are available on request for candidates taking part in all aspects of the selection process. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

📌 Regional Director, High Net Worth Wealth Planning (Montreal)
🏢 BMO Financial
📍 Montreal