Job Description
Lead with impact as the Director of Business Advisory and Succession Planning at BMO. Deliver tailored advice to high-net-worth clients and influence their business trajectories.
This senior position involves working closely with a team of seasoned experts in business advisory and succession planning within BMO Private Wealth. You will be responsible for enhancing client relationships, providing expert guidance, and developing innovative strategies that align with the complex goals of high-net-worth business owners.
Key Responsibilities:
• Develop customized advisory services for HNW clients
• Lead discussions on business valuation and planning strategies
• Create client-centric training and marketing content
• Foster collaboration among BMO Advisors
• Monitor emerging trends in succession planning
Requirements:
• University degree with a business focus
• At least 10 years in succession planning and valuation
• Extensive knowledge of wealth management p...
This senior position involves working closely with a team of seasoned experts in business advisory and succession planning within BMO Private Wealth. You will be responsible for enhancing client relationships, providing expert guidance, and developing innovative strategies that align with the complex goals of high-net-worth business owners.
Key Responsibilities:
• Develop customized advisory services for HNW clients
• Lead discussions on business valuation and planning strategies
• Create client-centric training and marketing content
• Foster collaboration among BMO Advisors
• Monitor emerging trends in succession planning
Requirements:
• University degree with a business focus
• At least 10 years in succession planning and valuation
• Extensive knowledge of wealth management p...