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 professional designations are an asset
- Extensive expertise in succession planning
- Solid 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.

📌 Estate Planning Director for HNW Clients (Toronto)
🏢 BMO
📍 Toronto