Lead specialized estate planning strategies for High Net Worth clients with BMO Financial Group. This role focuses on trust, succession, and legacy planning to enhance client relationships.

As the Director of Estate Planning, you will leverage your expertise to advise HNW and UHNW clients, collaborating closely with their advisors. You will implement tailored strategies to address complex estate and succession planning needs while fostering growth for both the client and BMO. Your role also emphasizes consultative sales and enhancing the client experience to drive profitability.

Key Responsibilities:



• Deliver estate planning expertise to high net worth clients • Collaborate with external advisors on complex cases • Provide customized strategies for estate and succession issues • Develop educational content and training programs • Analyze financial data to create complex planning solutions

Requirements: • 5-9 years of experience in estate planning • Relevant professional designations (e.g., TEP, CPA, CFP) • In-depth knowledge of wealth planning strategies • Expert communication and influence skills • Solid analytical and problem-solving abilities

Elevate your career by applying your estate planning expertise at BMO Financial Group, serving as a trusted advisor to HNW clients. #J-18808-Ljbffr

📌 Director of Estate Planning at BMO (Winnipeg)
🏢 Bank of Montreal
📍 Winnipeg