Accounting & Finance

Chief Wealth Planning Officer

BMO

Winnipeg · Mb · Canada

BMO is seeking a senior leader to oversee specialized wealth planning for Private Wealth Canada. You will guide a team of experts in tax, estate and trust, business advisory and philanthropy to deliver sophisticated planning for HNW/UHNW clients.

You will partner with relationship managers and cross‑LOB teams to extend capabilities across North America. The role requires strategic leadership, deep technical planning expertise, and the ability to develop talent while driving client‑centered

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Reference: WJ-3875_12731736

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