Find work in Canada.

330,343 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 30 mins ago
Senior Project Manager
AgileGrid Solutions
Canada
Full-time
We are seeking an experienced Senior Project Manager with a strong background in mining to lead multidisciplinary engineering teams in delivering capital mining and mineral processing…
Added 30 mins ago
Business Analytics Manager
OSL Retail Services
Mississauga, ON
Full-time
We are currently seeking a Business Insights & Analytics Manager. This role lead’s the evolution of our analytics capabilities in the dynamic retail and direct sales industries. The…
Added 46 mins ago
Manager, Compliance Risk Assessment Execution (5547)
TD
Toronto, ON · Markham, ON
Full-time
Reporting to the Senior Manager, Compliance Risk Assessments, the Manager supports the execution and maintenance of the regulatory compliance risk assessments across the enterprise and is…
Added 1 hour ago
National Sales Manager
Match Retail
Mississauga, ON
Full-time
Reporting to the Director of Client Services, this role will work closely with the Senior Leadership Team to develop and execute national sales strategies, achieve revenue targets, and lead…
Added 2 hours ago
Senior Project Manager And Customer Success Lead
Access
Montreal, QC · Greater Montreal, QC
Full-time
Senior Project Manager & Customer Success Lead
Added 3 hours ago
Director, Financial Institutions Group, Business Banking
TD
Toronto, ON
Full-time
…across all industries on a national basis. The group consists of senior commercial banking professionals who combine specific industry knowledge and extensive deal structuring experience to…
Added 3 hours ago
Senior Account Manager
Tiller Digital
Calgary, AB
Full-time
SENIOR ACCOUNT MANAGER | Full-time, permanent
Added 3 hours ago
Manager, Pricing & Revenue Analytics
Shannex Incorporated
Halifax, NS
Full-time
As a strategic partner to Operations, Sales, Marketing, and Strategy teams, the Manager leads pricing analytics, governance, and reporting, providing leadership with clear insights into…
Added 3 hours ago
Lead Digital Account Manager
dNOVO - Digital Marketing & SEO Agency
Canada
Full-time
We are looking for a Lead Digital Account Manager to lead our Account Managers, oversee key client relationships, and drive strong client performance and retention. This is a senior role…
Added 4 hours ago
Technology Project Manager (Regulatory & Product Delivery)
Apex Systems
Toronto, ON
$70 to $75 USD / hour
Full-time
We are seeking a Senior Technology Project Manager to lead end-to-end delivery across regulatory and product-driven initiatives within a large, complex financial services environment. This…
Added 4 hours ago
Project Manager - Business Separation / Divestiture (M&A)
Apex Systems
Toronto, ON
$75 to $80 USD / hour
Contract
The Project Manager will support a large-scale business separation initiative and be responsible for driving execution across multiple workstreams, including business operations, reporting,…
Added 4 hours ago
Directeur principal, consultation en taxes indirectes / Senior Manager, Sales Tax Advisory
Ryan
Montreal, QC
Full-time
Assigner et diriger le personnel de conseil dans l'exécution des missions, y compris la programmation, la gestion de l'avancement et de l'achèvement des missions, assurer la production de…
Added 5 hours ago
Director, Operations - Casino Nanaimo
Lahal Management LP
Nanaimo, BC
$90,000 to $115,000 CAD / year
Full-time
Reporting to the Regional General Manager, Operations, the Director, Operations serves as the site leader for Casino Nanaimo, accountable for overall operational performance, profitability,…
Added 5 hours ago
FS/ Product Owner – Risk and Compliance – Sr Con
Infosys
ON
Own the product / value stream vision which will be the north star for driving strategic outcomes for the Scrum Team(s) supported.
Added 5 hours ago
Director - Diversity & Inclusion
Government of Yukon
Whitehorse, YT
Full-time
In this role, you will lead a team of dedicated professionals; build strong relationships with senior leaders, employees, Yukon First Nation governments, Indigenous organizations, and…
Added 5 hours ago
Manager Sales & Commercial Operations (MB & SK)
Women of the Vine & Spirits
Regina, SK
Full-time
Lead the sales execution activities of a diverse sales force covering one or multiple Provinces, achieving individual, team, and organizational quotas through strategic planning and…
Added 5 hours ago
Bilingual RFP and Contracting Specialist
BD
Mississauga, ON · CAN Mississauga - Derry Road West
Full-time
Reporting to the Senior Marketing Manager, the Bilingual RFP and Contracting Specialist is responsible for driving operational excellence throughout the full RFP lifecycle and contracting…
Added 6 hours ago
BOOKINGS MANAGER
The Corp.of Massey Hall & Roy Thomson Hall
Toronto, ON
$75,000 to $85,000 CAD / year
…skills while role modelling best-in-class customer service, the Manager will maximize event activity and revenue generation. Working closely with the Director, they support the execution of…
Added 7 hours ago
Senior Manager, Contact Centre & Intelligent Automation Solutions
Insurance Corporation of British Columbia
North Vancouver, BC
We are looking for a strategic and forward-thinking Senior Manager, Contact Centre & Intelligent Automation Solutions to lead the strategic direction, delivery, sustainment, and evolution…
Added 8 hours ago
Sales Manager
Union Tractor Ltd.
Nisku, AB
Full-time
…industry. As we enter our next chapter, we are looking for a Sales Manager who can lead people, create accountability and turn sales strategy into consistent execution and profitable…
Added 8 hours ago
Project/Program Portfolio Manager (Real Estate Projects) (T & I) (Telework/Hybrid)
CBC/Radio-Canada
Toronto, ON · Montreal, QC
Full-time
Reporting to the Value Management Delivery Office (VMDO), the Project/Program Portfolio Manager (Real Estate Projects) plays a pivotal matrix leadership role. Operating without direct…
Added 9 hours ago
Manager, Commercial Finance
Compass Group Canada
Mississauga, ON
Full-time
The Manager, Commercial Finance is a high-impact strategic finance role responsible for enabling profitable growth across Compass Group Canada. Acting as a key business partner to Sales,…
Added 9 hours ago
Regional Sourcing Manager (Electronics Lane)
Husky Technologies
Bolton, ON
Full-time
Act as the primary contact and relationship manager while supporting the global strategic sourcing team to develop, prioritize, and execute “in-region” sourcing initiatives that reduce…
Added 9 hours ago
Project Manager, Sales Enablement & Executive Customer Engagement
Husky Technologies
Bolton, ON
Full-time
The Project Manager, Sales Enablement and Executive Customer Communications will own and lead the development of executive-facing sales enablement content and systems that support…
Added 9 hours ago
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
Full-time
Ability to balance strategic thinking with hands-on execution

BMO

Regional Director, High Net Worth Wealth Planning

Montreal, QC, Canada
IBMM, Canada

Pay: $110,000.00 - $200,000.00
Job type: Full-time
Apply by: Oct 24, 2026
Experience: Typically 10+ years of relevant experience and post-secondary degree in related field of study.
Posting language: English
Posted: Sep 21, 2026

Apply About employer

Applications open in a new tab.

Original job description

Application Deadline:

10/23/2026

Address:

1250 boul Rene Levesque Ouest

Job Family Group:

Wealth Sales & Service

The Regional Director HNW Planning will manage a team of Wealth Planning Consultants, Tax Planning Consultants, Estate Planning Consultants. His/her team provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments.

Works collaboratively in partnership with the Vice-President Private Wealth from all branches and their Investment Advisors teams to develop and deliver a client-focussed wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth management strategies to support regional and national business growth while focussing on the client experience.

Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
Ensures alignment between values and behaviour that fosters diversity and inclusion.
Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
Attracts, retains, and enables the career development of top talent.
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
Provides a strong level of understanding of financial services and wealth planning to effectively implement appropriate business development strategies for HNW/UHNW client segments.
Develops internal/external networks and referral sources to ensure the ongoing growth of business within the region through planning and to achieve identified targets and business goals.
Contributes to overall business results by making recommendations to significantly improve the client experience through planning to drive incremental growth in assets and revenue.
Proves oversight or addresses escalation issues to ensure the retention of the business, and provides the necessary strategic thinking to resolve issues for the benefit of the client and the business.
Acts as a subject matter expert in all areas of wealth planning to include advanced financial planning concepts and complex wealth offerings.
Recommends measures to improve organizational effectiveness.
Networks with industry contacts to gather competitive insights and best practices.
May consult to or serve on various committees and task forces.
Leads the development and oversees the implementation of the strategy around wealth planning.
Maintains effective relationships with internal/external stakeholders to build collaborative working environments that focus on developing complex and customized wealth solutions.
Ensures alignment between stakeholders as required.
Acts as the prime contact for internal/external stakeholder relationships, which may include regulators.
Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
Establishes baselines and KPIs for measuring planning performance such as client penetration metrics, number of plans completed, client satisfaction surveys, retention statistics, plan quality metrics, etc.
Monitors and tracks performance, and addresses any issues.
Establishes and maintains sales management process to ensure opportunities for portfolio growth and profile enhancement are maximized, includes engaging/educating internal partners, establishing/fostering relationships with other sales forces, recognizing referral opportunities.
Oversees the quality review process of financial planning to ensure adherence to quality and remain in accordance with regulatory standards.
Contributes to the Center of Expertise for wealth planning to include processes, workflow, and strategy delivery specific to HNW and UHNW client segments.
Approves and manages operating budget, financial planning practices and processes.
Leads the design, implementation and management of core business/group processes.
Assesses and adapts existing operational programs; develops new capabilities to ensure ongoing success.
Oversees the design, development, and implementation of tools and training required to deliver business results.
Provides proactive, integrated and customized advice, and creates & implements wealth planning strategies to help clients achieve their financial goals.
Reinforces sales processes and the client experience by identifying gaps and best practices to ensure delivery of complex wealth plans for clients.
Demonstrates a consultative and collaborative selling approach to facilitate the desired client experience and achieve business objectives.
Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.
Protects the Bank’s assets by adhering to all banking, investment and lending regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.
Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
Influences how teams/groups work together.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
Communicates abstract concepts in simple terms.
Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
Anticipates trends and responds by implementing appropriate changes.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically 10+ years of relevant experience and post-secondary degree in related field of study.
Experience in team management.
Experience in selling to Investment Advisors and in managing HNW/UHNW client segments.
Detailed knowledge of financial planning principals and standards.
Specific knowledge of Taxation, Estates, Trust and Insurance.
Working knowledge of NaviPlan and CCH financial planning software and tools.
IQPF designation.
CPA ,CA, CMA, CGA, LL.B, LL.L, LL.M or other professional wealth designations an asset.
Financial services sales experience an asset.
MBA/ advanced graduate degree is an asset.
CLU, R.F.P., CIWM, TEP, FCSI, FMA, CIM, FEA designations are an asset.
Seasoned expert with extensive industry knowledge.
Technical leader viewed as a thought leader for innovation.
Verbal & written communication skills - Expert.
Analytical and problem solving skills - Expert.
Influence skills - Expert.
Collaboration & team skills; with a focus on cross-group collaboration - Expert.
Able to manage ambiguity.
Data driven decision making - Expert.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

Salary:

$110,000.00 - $200,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Apply About employer

More about this job

Responsibilities

The Regional Director manages a team of wealth planning consultants to deliver comprehensive financial strategies for high net worth and ultra-high net worth clients. They are responsible for driving business growth, fostering internal and external partnerships, and ensuring high-quality service delivery in alignment with organizational goals.

Requirements

Candidates must have 10+ years of relevant experience, a post-secondary degree, and proven expertise in team management and wealth planning for HNW/UHNW segments. Professional designations such as IQPF, CPA, or similar wealth-related certifications are highly preferred.

Skills

Wealth planning
Team management
Financial planning
Tax planning
Estate planning
High net worth client management
Business development
Strategic planning
Sales management
Relationship management
Financial analysis
Leadership
Coaching
Regulatory compliance
Risk management
Communication

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Wealth Planning
HNW
UHNW
Financial Planning
Taxation
Estate Planning
Trust
Insurance
NaviPlan
CCH
IQPF
CPA
CA
CMA
CGA
LL.B
LL.L
LL.M
MBA
CLU
R.F.P.
CIWM
TEP
FCSI
FMA
CIM
FEA
Risk Management
Business Development

Report this job