Chief Wealth Planning & Strategy Leader

BMO

Toronto

On-site

CAD 180,000 - 220,000

Full time

37 hours ago

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Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO in Canada seeks a Senior Wealth Planning leader to oversee advanced planning services for High Net Worth clients within Private Wealth Canada. You will guide a team of planning professionals with expertise in tax, estate and trust, business advisory and philanthropy, delivering sophisticated strategies across North America.

You will partner with relationship managers and other lines of business to expand capabilities, coach leaders, set performance standards, and ensure access to resources,

Qualifications

Post-secondary education; MBA an asset.
10+ years leading advanced planning professionals.
Knowledge of Taxation, Estates, Trust and Insurance.
Strategic leader with ability to translate strategy into execution.

Responsibilities

Identify growth opportunities in Private Wealth Canada through holistic planning delivery.
Lead Specialized Wealth Planning Team with clear direction and accountability.
Coach, develop and evaluate performance of planning leaders.
Collaborate with NA Commercial Banking to identify cross-business referrals and cross-border planning needs.
Ensure access to resources, tools and systems for complex planning issues.

Skills

Wealth planning leadership

Strategic planning

Cross-border planning

Tax planning

Client relationship management

Team coaching

Education

MBA (asset)

Job description

You will partner with relationship managers and other lines of business to expand capabilities, coach leaders, set performance standards, and ensure access to resources,

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