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 innovative 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 • Robust 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.
📌 Director of Wealth Planning at BMO (Halifax Regional Municipality)
🏢 BMO
📍 Halifax Regional Municipality
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