Director, Business Advisory & Succession Planning

BMO

Montreal, Canada
Base: $135,000.00 - $185,000.00; bonus/equity: not...
Business valuation
Succession planning
Hnw client segments
Provide customized business advisory and succession planning strategies and advice to the HNW client segments

Job Summary

  • Provide customized business advisory and succession planning strategies and advice to the HNW client segments.
  • Act as a subject matter expert spokesperson on business succession planning both internally and externally to position BMO as a leader in wealth planning services.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Provide customized business advisory and succession planning strategies and advice to the HNW client segments.

Salary

Base: $135,000.00 - $185,000.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • business valuation
  • succession planning
  • HNW client segments
  • financial institution experience
  • consultative approach

Nice-to-have

  • entrepreneurial mindset
  • cross-group collaboration
  • customer service focus
  • team-oriented environment

Key Requirements

  • Minimum of 10 years of experience
  • University degree with business orientation
  • Relevant professional designation(s) considered an asset
  • Fluent in French and English

Work Rights

Not specified

Tailored Resume

Cover Letter