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About the role
- BMO managing director leading specialized wealth planning for high- and ultra-high-net-worth clients. Driving strategy, sales support, talent development and cross-business growth across Canada.
Responsibilities
- Lead and manage specialized and advanced wealth planning for BMO Personal Wealth Distribution businesses in Private Wealth Canada
- Lead a team of advanced planning professionals specializing in tax, estate and trust, business advisory and succession planning, and philanthropy
- Provide advanced planning services to HNW and UHNW clients and support frontline professionals with resources, tools and systems
- Develop BMO’s specialized planning strategy and thought leadership across North America
- Lead distribution and sales support strategy to leverage specialized planning expertise
- Identify wealth management opportunities across investment, insurance, trust, lending and other revenue sources
- Set team direction, accountabilities, assignments and decision-making boundaries
- Coach, motivate, develop and evaluate planning leaders and direct reports
- Establish sales management processes to maximize portfolio growth, referrals and profile enhancement
- Partner across BMO, including North American Commercial Banking and U.S. colleagues, on cross-business and cross-border planning opportunities
- Recruit, develop and promote high-performing planning teams and build talent pipelines
- Develop and implement advanced and specialized planning advice and service delivery strategies
- Assess and approve external tax and estate planning experts
- Provide subject matter expertise in investment, education, retirement and transition planning, with general knowledge of estate planning, personal taxation and insurance
- Guide tools and technology platform selection for wealth planning professionals
- Establish KPIs for planning performance, including penetration, completed plans, satisfaction, retention and quality metrics
- Oversee complex deal escalations and provide direction on appropriate actions
- Develop networks and referral sources to grow Wealth Management business
- Deliver proactive, integrated and customized wealth planning strategies for clients
- Build an effective quality review framework for delivered plans
- Promote risk culture, regulatory compliance, inclusion, succession planning, talent retention, customer loyalty and business growth
Requirements
- Post-secondary education, preferably with business orientation; MBA an asset
- 10+ years of experience providing financial planning services or advice as a senior financial planner
- Strong business acumen connecting planning activity to client acquisition, retention, revenue growth, share of wallet and ROE
- Strategic, enterprise-minded leadership and ability to translate strategy into execution
- Change leadership capability across a national business
- Canadian Securities Course or higher securities industry designation
- CFP Designation required and/or Personal Financial Planner designation (ICB)
- CLU, R.F.P., CSWP, TED, FCSI, FMA, CIM designations
- Experience managing a team of advanced planning professionals
- Knowledge of financial planning principles and standards
- Specific knowledge of taxation, estates, trusts and insurance
- Broad knowledge of the investment business and bank products, services, systems and distribution channels
- Financial services sales experience
- Exceptional relationship management, sales and service orientation
- Strong interpersonal and managerial leadership skills
- Exceptional oral and written communication skills
- Ability to communicate complex planning advice comprehensively and practically
- Influencing, strategic thinking, creative problem-solving and resolution of complex ambiguous problems
- Networking, presentation, facilitation and relationship-building skills
Benefits
- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Workplace accommodations available on request
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