Lead the High Net Worth Wealth Planning team at BMO as the Regional Director. Focus on providing strategic financial guidance for HNW/UHNW client segments.
This pivotal role involves managing a team of Wealth and Tax Planning Consultants to enhance service delivery while collaborating with Investment Advisors. You will implement effective strategies to improve organizational effectiveness and broaden the client base. Your extensive experience in team management and financial planning will be crucial in fostering a client-focused environment.
Key Responsibilities:
• Build and develop a high-performing wealth planning team
• Collaborate with Investment Advisors to enhance client relationships
• Implement strategies to boost planning performance and retention
• Engage industry contacts to drive business growth
• Monitor compliance and quality assurance in financial planning
Requirements:
• Minimum 10 years of relevant financial services experience
• Expertise...