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.#J-18808-Ljbffr

📌 Director Of Wealth Planning At Bmo (Winnipeg)
🏢 BMO
📍 Winnipeg