Regional Director, High Net Worth Planning, Eastern

7 days ago

Montréal QC, Canada BMO Financial Group Full time

1250 boul Rene Levesque Ouest MONTREAL Quebec,H3B 4W8

Eastern Canada includes Quebec and Maritimes region.

Leads a team of wealth and specialized planners to deliver exceptional client experiences and support the overall growth of the Private Wealth business to deliver on our vision to becoming the premier wealth planning organization.

Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Private Wealth Leaders and Professionals to develop and deliver a client-focused 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 Private Wealth Professionals 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 focusing on the client experience.
- Manages people and leads a team capable of delivering the desired business results. Provides a strong level of understanding of financial services and wealth planning to effectively implement appropriate business development strategies for HNW/UHNW client segments.
- 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.
- 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 wealth planning model to include processes, workflow, and strategy delivery specific to HNW and UHNW client segments.
- Approves and manages operating budget, financial planning practices and processes.
- Assesses and adapts existing operational programs; develops new capabilities to ensure ongoing success.
- Contributes to 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 experti

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