Director, Estate Planning, Private Wealth (Contract)
BMO — Toronto, ON, CAN
Posted 2026-08-20
Application Deadline: 09/03/2026 Address: 100 King Street West Job Family Group: Wealth Sales & Service Provides specialized estate, trust and succession planning advice to High Net Worth and Ultra High Net Worth clients. Acts as the lead Estate Planning subject matter expert within the Wealth Planning team, partnering with clients and advisors to address complex estate, trust, intergenerational wealth transfer, business succession, philanthropic and legacy planning needs.. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and increase revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter Scores. Advises on estate planning structures, trusts, wills, powers of attorney and executor considerations. Provides guidance on intergenerational wealth transfer and business succession planning. Partners with clients' lawyers, accountants and other external advisors on complex estate matters. Acts as a recognized estate planning SME for advis