Head, Managing Director -Wealth Planning, Private Wealth Canada
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Location 100 King Street West
Responsibilities
Leads and manages the provision of specialized and advanced wealth planning, guidance and counsel to BMO’s Personal Wealth Distribution businesses (Private Wealth Canada).
Leverages extensive experience in leading planning professionals and utilizes deep technical planning expertise to motivate and challenge a team of advanced planning professionals with expertise in tax, estate and trust, business advisory & succession planning and philanthropy.
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