Accounting & Finance

Chief Wealth Planning Officer, Private Wealth Canada

BMO

Montreal (Administrative Region) · Qc · Canada

BMO Financial Group seeks a Senior Leader to guide the Specialized Wealth Planning team within Personal Wealth in Canada. You will set strategy, develop capabilities in tax, estate, trust, business advisory and philanthropy, and partner with relationship managers to deliver advanced planning for HNW and UHNW clients.

You will coach and mentor planning leaders, establish sales processes, and collaborate across Wealth Management and other partners to win cross‑border and cross‑LOB opportunities,

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Reference: WJ-3875_12731872

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