BMO Private Wealth seeks a Director of Business Advisory and Succession Planning to lead specialized planning for high net worth business owners. The role collaborates with accounting, legal, and valuation professionals to enhance client experiences and grow assets across BMO platforms.
The candidate brings 10+ years in valuation and succession planning, with solid knowledge of tax, estate planning and governance.
📌 Senior Director, Business Advisory (Vancouver)
🏢 BMO
📍 Vancouver