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 creative 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.
📌 Director of Wealth Planning at BMO (Halifax Regional Municipality)
🏢 BMO
📍 Halifax Regional Municipality
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