Regional Director, High Net Worth Wealth Planning

Responsibilities

• Manage a team of Wealth Planning, Tax Planning, and Estate Planning Consultants to support HNW and UHNW client segments
• Partner with Vice-Presidents of Private Wealth and Investment Advisors to deliver customized wealth strategies and financial plans
• Lead the development and implementation of regional wealth planning strategies to drive asset growth and revenue
• Act as a subject matter expert in advanced financial planning, including taxation, estates, trusts, and insurance
• Establish KPIs and performance metrics to monitor planning quality, client penetration, and retention
• Oversee the quality review process to ensure adherence to regulatory standards and internal policies
• Foster a culture of diversity, inclusion, and continuous professional development within the team

Requirements

• 10+ years of relevant experience in financial services or wealth management
• Post-secondary degree in a related field of study
• Proven experience in team management and leadership
• Extensive experience managing High Net Worth (HNW) and Ultra High Net Worth (UHNW) client segments
• Deep knowledge of Taxation, Estates, Trusts, and Insurance
• Proficiency with NaviPlan and CCH financial planning software
• IQPF designation is required
• Fluency in both French and English

Preferred Qualifications

• Professional designations such as CPA, CA, CMA, LL.B, or LL.M
• Advanced graduate degree or MBA
• Additional wealth designations including CLU, R.F.P., CIWM, TEP, FCSI, FMA, CIM, or FEA
• Strong background in financial services sales and business development

About the Company

BMO is a leading North American bank driven by a shared purpose: to Boldly Grow the Good in business and life. With over 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.