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
- Qualified 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.

📌 Director of Estate Planning at BMO (Toronto)
🏢 BMO
📍 Toronto