Bank of Montreal seeks a senior leader to oversee specialized wealth planning for Personal Wealth Canada, serving high‑net‑worth clients with tax, estate, trust and philanthropy expertise. You will guide a team of planning professionals, shape strategy, and collaborate with enterprise leaders to deliver holistic wealth solutions across North America.
You will drive talent development, establish best practices, and partner with 관계 managers to expand relationships while maintaining risk and
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📌 Executive Leader, Advanced Wealth Planning (Manitoba)
🏢 Bank of Montreal
📍 Manitoba
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