Lead advanced wealth planning strategies at BMO Financial Group for HNW and UHNW clients. Drive innovation and provide exceptional guidance while managing a specialized planning team.
As Director of Wealth Planning at BMO, you will oversee the delivery of specialized wealth planning services to high-net-worth clients. Your leadership will motivate a team of advanced planning professionals skilled in tax, estate, and business advisory. You will develop strategies to ensure BMO remains competitive and cutting-edge in wealth management.
Key Responsibilities:
• Lead and manage the Specialized Wealth Planning Team
• Develop strategic plans for client engagement and service delivery
• Collaborate across BMO for cross-LOB opportunities
• Enhance sales management processes and portfolio growth
• Coach and mentor team leaders for performance excellence
Requirements:
• 10+ years in financial planning services
• Proven experience in managing advanced planning teams
• Strong business acumen with client retention focus
• Canadian Securities Course or higher
• CFP Designation required
Empower your career by shaping the future of wealth planning at BMO.
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📌 Director of Wealth Planning at BMO (Nova Scotia)
🏢 BMO
📍 Nova Scotia
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