Chief Wealth Planning Officer

BMO; Winnipeg; On-site; CAD 180,000 - 220,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Job summary

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

Qualifications

• Strong business acumen with ability to connect planning to client acquisition, revenue growth and ROE.
• Experience leading a team of advanced planning professionals.
• In-depth knowledge of taxation, estates, trusts and insurance principles.

Responsibilities

• Lead the Specialized Wealth Planning Team and set strategic direction.
• Develop and drive the distribution and sales support strategy for specialized planning.
• Collaborate with NA Commercial Banking to identify cross‑business referrals and growth opportunities.
• Ensure compliance with risk management frameworks and professional standards.

Skills

Advanced wealth planning

Leadership

Tax planning

Estate planning

Client relationship management

Education

CFP Designation or IC Basel?

Job description

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