Shape the future of wealth planning at BMO by leading advanced strategies and services for high-net-worth clients across Canada. Your leadership will enhance team performance and client solutions. As the Head & Managing Director of Wealth Planning in Personal Wealth Canada, you will manage an expert team in delivering planning excellence.

Your role will include mentoring advanced planning specialists and utilizing your experience to address complex client needs. Maintain strategic partnerships to leverage resources that bolster client engagement and satisfaction. Key Responsibilities:
Lead and develop a specialized wealth planning team
Create strategies to enhance planning capabilities and client outcomes
Guide planning professionals on complex financial solutions




Perform market assessments to drive growth
Maintain rigorous risk management and compliance protocols Requirements:
Post-secondary education with relevant qualified designations
10+ years experience in wealth planning and management
Strong understanding of tax, trust, and estate planning
Proven ability to lead and develop high-performance teams
Excellent communication and strategic planning skills Join BMO to spearhead innovative wealth planning services while fostering an inclusive and expert-driven work setting.

📌 Director Of Wealth Advisory At Bmo Vancouver
🏢 Kibbi Technologies
📍 Vancouver