Elevate wealth planning leadership with BMO as the Regional Director for High Net Worth Planning. Oversee a dedicated team to deliver tailored financial strategies for HNW/UHNW clients.

In this senior director role, you will manage Wealth Planning Consultants, ensuring collaborative relationships with Investment Advisors. Your focus will be on developing customized wealth strategies, enhancing client experiences, and driving significant asset growth. With over 10 years of relevant experience, you'll bring expertise in tax, estate, and financial planning to support your team.

Key Responsibilities:
• Manage a team of wealth planning professionals
• Foster collaboration across functional groups
• Develop custom wealth strategies for high net worth clients
• Track performance metrics and client satisfaction
• Lead training and implementation of wealth planning tools

Requirements:
• 10+ years in financial services an...