Lead BMO's High Net Worth Wealth Planning division as a Regional Director. Manage a talented team while creating impactful financial strategies for HNW/UHNW clients. You will guide Wealth Planning and Tax Planning Consultants, ensuring comprehensive financial strategies tailored to client needs.
Collaborate closely with Investment Advisors to improve client interactions and enhance portfolio management. This role emphasizes leadership in team performance and the development of innovative wealth solutions for high-net-worth clients. Key Responsibilities:
- Lead and mentor wealth planning consultant teams
- Develop customized financial strategies for HNW/UHNW clients
- Enhance collaboration with investment and advisory teams
- Monitor and evaluate planning performance and client outcomes
- Strengthen client relationships to drive asset growth Requirements:
- At least 10 years of experience in wealth planning
- Deep understanding of taxation and estate strategies
- Strong leadership and team-building skills
- Familiarity with financial planning tools like NaviPlan
- Fluent in both French and English Shape the future of high-net-worth wealth management at BMO through strategic leadership and creative planning.
📌 High Net Worth Wealth Planning Director Role (Montreal)
🏢 Socket.dev
📍 Montreal
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