Director, Business Advisory & Succession Planning

BMO Financial Group

Montreal, Quebec, Canada
Base: $135,000.00 - $185,000.00; bonus/equity: per...
10+ years valuation experience
Hnw business owner advisory
French and english fluency
This role serves as a subject matter expert providing customized business advisory and succession planning strategies to high and ultra-high net worth business owners

Job Summary

  • This role serves as a subject matter expert providing customized business advisory and succession planning strategies to high and ultra-high net worth business owners.
  • The position requires collaborating with BMO Advisors and other planning professionals to enhance client experiences and drive increased profitability.
  • Candidates must be fluent in both French and English to support clients and team members across Quebec and beyond.

Matching Summary

This role serves as a subject matter expert providing customized business advisory and succession planning strategies to high and ultra-high net worth business owners.

Salary

Base: $135,000.00 - $185,000.00; Bonus/Equity: Performance-based incentives and discretionary bonuses possible; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 10+ years valuation experience
  • HNW business owner advisory
  • French and English fluency

Nice-to-have

  • CPA or CBV designation
  • Mergers and acquisitions expertise
  • Entrepreneurial mindset

Key Requirements

  • University degree in business, finance, accounting, or law
  • Minimum 10 years of senior-level valuation and succession planning experience
  • Professional designation (CPA, CBV, CFA, FEA, or Bar Association) considered an asset

Work Rights

Not specified

Tailored Resume

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