Wealth Planning Regional Director at BMO

Step up to a leadership role at BMO as the Regional Director of High Net Worth Wealth Planning. You'll lead a team focused on delivering tailored financial strategies and guidance to HNW and UHNW clients.
This role demands a strong understanding of wealth planning principles and team management expertise. Collaborate with investment advisors to define and implement comprehensive, client-oriented wealth strategies. Your leadership will directly affect client satisfaction and asset growth across the region.
Key Responsibilities:
• Direct and mentor a team of wealth planning consultants
• Collaborate with investment advisors to enhance client offerings
• Build and maintain networks for business development
• Monitor and improve the quality of financial planning
• Provide strategic oversight to meet business objectives
Requirements:
• At least 10 years of relevant industry experience
• Experience leading teams in financial services
• Detail-oriented with st...