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 prospects
• 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
• Solid 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