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 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
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