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 team-oriented 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 consultants
Foster high-value client interactions and growth
Implement cutting-edge wealth management solutions
Analyze and track performance metrics for outcomes
Conduct training on advanced financial planning concepts

Requirements:
Typically 10+ years of experience in financial services
Proven leadership in HNW/UHNW segments
Familiarity with financial planning tools like NaviPlan
Robust relationship-building and analytical skills
Proficiency in both French and English for diverse client support

Lead the evolution of wealth planning at BMO and create lasting client relationships through strategic advice.

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