Director of Estate Planning

Position: Director of Estate Planning at BMO
Drive estate planning strategies at BMO Financial Group as a Director, focusing on High Net Worth clients. Deliver expert advice on trust and succession planning.

As an esteemed member of the Wealth Planning team, you will utilize your 5-9 years of experience to provide tailored estate solutions that meet complex client needs. This role demands collaborative efforts with legal and financial advisors, and strong involvement in business growth through innovative wealth strategies. Enhance the client relationship and contribute to significant revenue growth while maintaining compliance with regulations.

Key Responsibilities:

• Develop and implement estate planning strategies

• Consult on intergenerational wealth transfer solutions

• Partner with external advisors for complex estate matters

• Enhance the advisor-client relationship through education

• Contribute insights to emerging trends in estate planning

Requirements:

• 5-9 years related experience in wealth planning

• Preferred designations: TEP, CPA, CFP, LL.B./J.D.

• Extensive knowledge of wealth planning trends

• Proven track record in client services

• Strong influence and collaboration skills

Lead innovative estate planning initiatives to strengthen BMO's client offerings in the ultra-high net worth sector.
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