Leads and manages the provision of specialized and advanced wealth planning, guidance and counsel to BMO’s Personal Wealth Distribution businesses (Private Wealth Canada). Leverages extensive experience in leading planning professionals and utilizes deep technical planning expertise to motivate and challenge a team of advanced planning professionals with expertise in tax, estate and trust, business advisory & succession planning and philanthropy. Provides advanced planning services to HNW and UHNW clients and supports all frontline professionals who are delivering planning within Personal Wealth ensuring they have access to ongoing resources, tools and systems to assist in complex planning issues.

Develops a strategy to ensure BMO has leading and competitive capabilities in specialized planning to meet the complex and comprehensive needs of HNW and UHNW clients. Leads a centre of expertise, building and executing BMO’s strategy to be a thought leader internally and externally around wealth planning across North America. Develops and leads the distribution and sales support strategy to ensure specialized planning knowledge is leveraged by the other professionals within the function and frontline professionals.

Develops and drives the strategic plan for the delivery of best in class specialized wealth planning services and sets the groundwork to ensure the needs of HNW and UHNW clients are optimally met by partnering with lead relationship managers in WM and other LoBs, and where appropriate other external professionals and Centres of Influence. Become the growth engine of Private Wealth Canada by identifying significant wealth management opportunities such as investment, insurance, trust, lending and other revenue sources through holistic sophisticated wealth planning delivery engagements. Provides overall leadership and strategic direction to the Specialized Wealth Planning Team by setting context and direction, defining accountabilities, tasks and assignments and establishing boundaries for decision-making and approvals.

Coaches, motivates, develops and evaluates performance of specialized planning leaders and provides guidance and mentoring to those direct reports in the resolution of complex issues Establishes and maintains a sales management process to ensure opportunities for portfolio growth and profile enhancement are maximized including: maximizing the expertise of internal partners; establishing and strengthening relationships with other sales forces; Partners with key groups such as NA Commercial Banking to identify cross business referral opportunities through leveraging specialized resources. if required, to ensure cross border planning expertise is being leveraged to meet clients’ North American planning needs. Ensures consistent communication of strategy and messaging between Enterprise Wealth Planning and the LOBs conducts thorough performance assessments; Partners with Wealth Planning Leaders and Market Leaders to recruit, develop and promote a high performing planning team in order to provide the leadership and bench strength necessary over the long-term to meet Wealth Managements strategic business and growth objectives Develops talent strategy and ongoing pipeline for specialized planning professionals for Personal Wealth Leads the development and guides the implementation of the strategy to provide advanced and specialized planning advice and services within Wealth Management Partners with the Wealth Management leadership to develop the engagement and delivery model of overall planning support for high value clients Assesses and approves external experts qualified to provide advisors with tax and estate planning services Provides front line sales force with accurate and detailed subject matter expertise in all areas of wealth management Serves as in-house expert in providing financial planning support on technical issues in the areas of investment planning, education planning, retirement planning and transition planning, with general knowledge of estate planning, personal taxation and insurance. Promotes the services of the HNW Consulting & Financial Planning strategy of technical experts across Personal Wealth Ensures team is knowledgeable on wealth products and services (including advice content, process and tools) and have a general understanding of the products and services across BMO Financial Group and its partners Provides SME and thought leadership regarding selection/development of tools and technology platforms to be utilized by wealth planning professionals Contributes to the building of the Enterprise Centre of Expertise for Wealth Planning (processes, workflow, delivery strategy), specifically in terms of the HNW and UHNW client segments for BMO Personal Wealth Establishes baselines and KPIs for measuring planning performance such as client penetration metrics, number of plans completed, client satisfaction surveys, retention statistics, plan quality metrics, etc.

Provides insight and share expertise with team members for advanced financial planning concepts, such as, succession planning and philanthropy and other complex wealth services offerings. Provides oversight and handles all escalations from team on complex deals, provide insight and direction to team members, experts and IAs on best course of action Partners with all Wealth Management discipline heads and other partners across BMO Financial Group to provide a broad-based solutions approach for specific client situations. Partners with distribution leadership to develop local strategies to increase adoption of wealth planning and increase number households with financial plans Develops internal and external networks and referrals sources to ensure the ongoing growth of the Wealth Management business to achieve identified targets Demonstrates a consultative and team-oriented selling approach in customer conversations, acting as a member of a client team, to facilitate the desired Wealth Management client experience and to achieve business goals Provides proactive, integrated, and customized advice and creates and implements wealth planning strategies to help clients achieve their financial and personal goals Protects BMO Financial Group’s assets by adhering to all banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements, BMO Financial Group guidelines and established risk guidelines Build the framework for an effective quality review process of plans delivered.

Adhere to and maintain professional designations as per Regulatory bodies Within the mandate of this role, promotes and supports the Bank’s risk culture including ensuring employees understand their accountabilities for risk‑taking activities, promoting an environment of open communication and effective challenge, and establishing the “tone from the top” through leading by example. Takes measured risks while protecting the bank by applying our Risk Management Framework in the execution of their role,



in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Role models driving simplicity and productivity enhancements for optimization across groups, driving continuous improvement on key measures.

Fosters an inclusive environment for all employees by eliminating barriers to inclusion. Develops leaders, plans for succession, and fosters a high‑performance culture. Drives top talent acquisition and retention, developing organizational capabilities to drive competitive advantage.

Leads and mentors a team with diverse risk and business experience, skills, and orientation. Leads, promotes, and reinforces the Bank’s Ambition; personally, role models One Bank leadership; drives sustainable improvements in customer loyalty and business growth; adheres and supports enterprise customer experience and brand standards. MBA an asset ~10+ years of experience providing financial planning services or advice as a senior financial planner ~ Strong business acumen with the ability to connect planning activity to client acquisition, client retention, revenue growth, share of wallet and ROE. ~ Strategic, enterprise‑minded leader who can set direction, simplify complexity and translate strategy into explicit execution. ~ Change leadership capability, including the ability to drive adoption, shift behaviours, challenge legacy practices and sustain momentum across a national business. ~ M or other qualified wealth designations an asset ~ CFP Designation required and/or Personal Financial Planner designation (ICB) ~ Experience managing a team of advanced planning professionals ~ Knowledge of financial planning principles and standards ~ Possess broad and diverse knowledge of the investment business and the Bank’s overall products, services, systems and distribution channels ~ Financial services sales experience ~ Exceptional relationship management, sales and service orientation ~ Ability to clearly communicate complex planning advice issues in a comprehensive and practical manner ~ Exceptional networking, presentation, facilitation, and relationship building skills ~ BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards.

BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. It calls on us to create lasting, positive change for our customers, our communities and our people. We strive to help you make an impact from day one – for yourself and our customers.

We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network‑building opportunities, we’ll help you gain valuable experience, and broaden your skillset. Accommodations are available on request for candidates taking part in all aspects of the selection process.

A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #

📌 Head, Managing Director -Wealth Planning, Private Wealth Canada (Winnipeg)
🏢 BMO
📍 Winnipeg