Become a leader in estate and succession planning at BMO Financial Group. This role focuses on providing high-level advisory services to High Net Worth and Ultra High Net Worth clients.

BMO is seeking a Director of Estate Planning within the Wealth Planning team to guide clients on complex estate, trust, and philanthropic matters. You will act as a subject matter expert and collaborate to develop customized planning solutions that enhance client relationships and drive profitability. Your expertise will aid high-value clients in navigating their unique needs and achieving their estate planning goals.

Key Responsibilities:
• Advise on trusts, wills, and estate planning structures
• Partner with clients' advisors on complex estate issues




• Develop specialized planning solutions for HNW clients
• Provide financial analysis for detailed estate strategies
• Network to grow business and referral sources

Requirements:
• 5-9 years relevant experience in financial services
• Skilled designation (TEP, CPA, CFP) preferred
• Expertise in estate and succession planning strategies
• Experience with HNW/UHNW clients
• Strong analytical and communication skills

Leverage your estate planning expertise to influence high net worth strategies at BMO.
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📌 Director of Estate Planning at BMO (Ontario)
🏢 BMO
📍 Ontario