Executive Wealth Planning Director — HNW/UHNW Strategy

Kibbi Technologies Inc.; Winnipeg; On-site; CAD 162,000 - 198,000; Full time

Job summary

BMO Financial Group seeks a senior leader to oversee specialized wealth planning for High Net Worth and Ultra High Net Worth clients within Personal Wealth. You will drive strategy, lead a center of expertise, and partner across North America to deliver complex planning including tax, estates, trusts and philanthropy.

The role emphasizes talent development, cross‑LOB collaboration, and building capabilities to sustain growth in Private Wealth Canada.

Qualifications

• Post-secondary education; MBA an asset.
• 10+ years of experience providing financial planning services or advice.
• Canadian Securities Course or higher securities designation.

Responsibilities

• Lead and mentor a team of advanced planning professionals.
• Provide advanced financial planning expertise in tax, estate and trust, and philanthropy.
• Collaborate with Wealth Management leaders to deliver specialized planning across North America.

Education

MBA an asset

10+ years in financial planning

Canadian Securities Course or higher designation

Job description

BMO Financial Group seeks a senior leader to oversee specialized wealth planning for High Net Worth and Ultra High Net Worth clients within Personal Wealth. You will drive strategy, lead a center of expertise, and partner across North America to deliver complex planning including tax, estates, trusts and philanthropy.

The role emphasizes talent development, cross‑LOB collaboration, and building capabilities to sustain growth in Private Wealth Canada.