BMO group is seeking a Senior Wealth Planning Leader to direct advanced planning for HNW and UHNW clients across North America, guiding a team of specialists in tax, estate and trust, business advisory and philanthropy. You will drive strategy and leverage internal resources to deliver sophisticated wealth planning solutions.
You will partner with lead relationship managers and cross-LOB teams to ensure access to tools, resources and systems, while maintaining risk governance and ensuring
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📌 Head of Specialized Wealth Planning & Growth (Ontario)
🏢 BMO
📍 Ontario
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