Director of Wealth Advisory at BMO
Kibbi Technologies Inc.
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 professionals 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 professional 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 environment. #J-18808-Ljbffr
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 professionals 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 professional 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 environment. #J-18808-Ljbffr
Reference: WJ-3875_13061709