Director, Estate Planning
Job Description
Description
Application Deadline:
09/11/2025
Address:
595 Burrard Street
Job Family Group:
Wealth Sales & Service
Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overwall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and inrease revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter Scores.
- Provides customized advice and specialized planning services to HNW/UHNW client segments.
- Facilitates/participates in goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.
- Demonstrates a consultative and collaborative value-added approach in client conversations, acting as a member of a client strategy team to facilitate the desired client experience.
- Applies well-developed consultative sales and wealth planning priniples, practices and techniques in client interactions.
- Acts as a subject matter expert in area(s) of specialized planning, including regulations and policies, to properly assess and provide insights and solutions to clients.
- Leverages financial analysis in the development of detailed and complex financial plans.
- Consults with clients and their external advisors on complex issues, as required.
- Provides commentary and awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions.
- Develops content in the area(s) of specialized planning for use as training material, internal resource material and client-facing material.
- Leads/participates in the development/presentation of educational programs in the area(s) of specialized planning within BMO and to clients.
- Develops/maintains internal and external networks and referral sources to ensure ongoing growith of the business.
- May network with industry contacts to gain competitive insights and best practices.
- Protects the
Company
BMO
Location
Vancouver
Country
Canada
Salary
100.000
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