Head, Managing Director -Wealth Planning, Private Wealth Canada
Core
Leads and manages specialized wealth planning, guidance, and counsel for BMO's Personal Wealth Distribution businesses, serving HNW and UHNW clients.
Role type
Senior leadership, strategy & mentorship
Builds
Specialized wealth planning services, sales support strategies, and a center of expertise for tax, estate, trust, business advisory, and philanthropy.
Domain
Wealth Management / Private Banking
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Strategic planning, team leadership, performance management, sales strategy, cross-functional partnership, talent development, risk management, regulatory compliance, subject matter expertise in wealth planning
Preferred skills
Experience with HNW/UHNW client segments, cross-border planning expertise, thought leadership development
Technologies
Wealth planning tools and technology platforms
Responsibilities
Develop strategy for specialized planning capabilities, lead and coach specialized planning leaders, establish sales management processes, partner with commercial banking and US teams for cross-border opportunities, recruit and develop high-performing teams, assess external experts, provide SME expertise on investment, retirement, and transition planning, establish KPIs for planning performance, oversee complex deal escalations, promote risk culture and adherence to regulations.
Seniority
Senior, hands-on IC
