Executive Leader, Advanced Wealth Planning

Bank of Montreal; Winnipeg; On-site; CAD 162,000 - 198,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal seeks a senior leader to oversee specialized wealth planning for Personal Wealth Canada, serving high‑net‑worth clients with tax, estate, trust and philanthropy expertise. You will guide a team of planning professionals, shape strategy, and collaborate with enterprise leaders to deliver holistic wealth solutions across North America.

You will drive talent development, establish best practices, and partner with 관계 managers to expand relationships while maintaining risk and

Qualifications

• Post-secondary education with business orientation; MBA an asset.
• Strong business acumen and enterprise-wide leadership.
• Experience leading advanced planning professionals in tax, estate, trust, business advisory & philanthropy.
• Canadian Securities Course or higher; CFP designation or Personal Financial Planner designation asset.
• Broad knowledge of investment products, tax, estates and insurance.

Responsibilities

• Leads and manages specialized wealth planning for HNW/UHNW clients.
• Develops strategy to maintain leading specialized planning capabilities across North America.
• Leads a centre of expertise and drives distribution and sales support strategy.
• Partners with Wealth Management leaders to recruit, develop and promote a high performing planning team.
• Ensures cross‑LOB collaboration and cross-border planning where required.

Skills

Strategic leadership

Wealth planning knowledge

Sales & relationship management

Financial planning principles

Regulatory securities knowledge

Education

MBA (asset)

Business-oriented post-secondary education

CFP or wealth designation (ICB) asset

Job description

Bank of Montreal seeks a senior leader to oversee specialized wealth planning for Personal Wealth Canada, serving high‑net‑worth clients with tax, estate, trust and philanthropy expertise. You will guide a team of planning professionals, shape strategy, and collaborate with enterprise leaders to deliver holistic wealth solutions across North America.

You will drive talent development, establish best practices, and partner with 관계 managers to expand relationships while maintaining risk and