Join BMO's Wealth Planning team as a Director specializing in estate planning for High Net Worth clients. Provide specialized trust, succession, and philanthropic advisory services.

This leadership role calls for a seasoned expert with 5-9 years of experience in estate and wealth planning. You will guide clients through complex estate issues, ensuring their financial strategies align with intergenerational wealth transfer and business succession. Collaborate directly with external advisors and contribute to enhancing client experiences and driving profitability for HNW/UHNW clients.

Key Responsibilities:
• Advise on estate planning structures and trusts
• Support business succession and wealth transfer strategies




• Collaborate with clients' external advisors
• Provide customized advice to HNW/UHNW clients
• Lead educational programs in specialized planning

Requirements:
• 5-9 years relevant experience
• Professional designation preferred (e.g., TEP, CPA)
• Proven success with HNW/UHNW clients
• Expertise in estate, trust, and succession planning
• Robust communication and analytical skills

Become a key player in elevating estate planning solutions and building lasting client relationships at BMO.
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📌 BMO Private Wealth Estate Planning Director (Ontario)
🏢 BMO
📍 Ontario