Step into a pivotal leadership role at BMO as an Estate Planning Director focused on High Net Worth clientele. Provide expert guidance on trusts, succession, and legacy planning.
With 5-9 years of relevant experience, you'll become a critical point of contact for clients and their advisors, addressing intricate estate planning needs. Collaborate closely with a team of experts to support clients' financial goals while ensuring compliance with all regulations. Your strategic advice will contribute to the retention and growth of HNW/UHNW client assets.
Key Responsibilities:
• Deliver tailored estate planning solutions for clients
• Guide clients on business succession and trust matters
• Work with external advisors on complex issues




• Develop educational content for clients and peers
• Foster relationships to enhance client satisfaction
Requirements:
• 5-9 years experience in estate and wealth planning
• Relevant qualified designations are an asset
• Extensive expertise in succession planning
• Strong analytical and communication skills
• Ability to collaborate across teams
Elevate your career by driving impactful estate planning solutions at BMO, making a difference for High Net Worth clients.
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📌 Estate Planning Director for HNW Clients (Toronto)
🏢 BMO
📍 Toronto