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 • Professional designation (TEP, CPA, CFP) preferred • Expertise in estate and succession planning strategies • Experience with HNW/UHNW clients • Robust analytical and communication skills

Leverage your estate planning expertise to influence high net worth strategies at BMO. #J-18808-Ljbffr

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