At a Glance
- Tasks: Lead specialized planning for high net worth business owners and enhance client experiences.
- Company: BMO Private Wealth, a leader in wealth management.
- Benefits: Competitive salary, comprehensive benefits, and opportunities for professional growth.
- Other info: Join a dynamic team focused on delivering exceptional client service.
- Why this job: Make a significant impact on clients' financial futures while collaborating with top professionals.
- Qualifications: 10+ years in valuation and succession planning with strong tax and estate planning knowledge.
The predicted salary is between 121500 - 148500 $ per year.
BMO Private Wealth seeks a Director of Business Advisory and Succession Planning to lead specialized planning for high net worth business owners.
The role collaborates with accounting, legal, and valuation professionals to enhance client experiences and grow assets across BMO platforms.
The candidate brings 10+ years in valuation and succession planning, with strong knowledge of tax, estate planning and governance.
#J-18808-Ljbffr
Senior Director, Business Advisory & Succession Planning in Vancouver employer: BMO
BMO Financial Group is an exceptional employer, offering a dynamic work environment in the heart of Toronto where legal professionals can thrive. With a strong commitment to employee growth, BMO provides extensive training, mentorship, and opportunities for career advancement, all while fostering a culture of diversity and inclusion. Employees enjoy a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans, making it a rewarding place to build a meaningful career.
