BMO Family Office serves BMO's ultra-affluent clients ($30MM and above) across the United States and Canada.  We are growing and looking for a Senior Director of Family Office Planning to lead a team of planners and work closely with our clients to implement sophisticated wealth planning strategies.  BMO is known for its supportive, employee- and client-centered culture and our firm-wide mission to Boldly Grow the Good in business and in life.  We would love for you to join our team!

Description:  Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client’s specific financial planning needs. Coordinates an integrated team of subject matter experts to craft and execute creative solutions for the client.

Please click here to read the full job description, including salary range, and information on how to apply.  With questions, please contact Phyllis Milia Johnson, Senior Recruitment Partner, at phyllis.milia@bmo.com.