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BMO Financial Group Director, Business Advisory & Succession Planning in Toronto, Ontario


100 King Street West

Job Family Group:

Wealth Sales & Service

Under the direction of the Vice President & Head of Business Advisory and Succession Planning, the Director, Business Advisory and Succession Planning is part of a team of Subject Matter Experts (the “SME Team”) within the Wealth Planning and Advisory Services Group (“WPAS”).

The SME Team provides business advisory and succession planning services (the “Specialized Planning Services”) to increase BMO Private Banking, BMO Nesbitt Burns or BMO Commercial Banking advisors (the “BMO Advisors”) knowledge on the topic, help broaden client dialogues, enhance client relationships, and ultimately assist them in consolidating clients assets and increase revenues with BMO.

A critical objective for this role is the enhancement of the BMO Advisors and Clients’ Experience, thus driving increased profitability, improved market share and Net Promotor Score (“NPS”) for the relevant lines of businesses (“LOBs”) supported by the WPAS.

Key Accountabilities

  1. Business Delivery and Operational Effectiveness (60%)
  • Provide business advisory and succession planning services to high and ultra-high net worth (“HNW”) business owners who are clients of the LOBs supported by the WPAS

  • Develop content in the areas of business succession and business owner planning for use as training material, internal resource material and client facing material;

  • Implement and promote the strategy for the delivery of business advisory and succession planning services to HNW business owner clients;

  • Demonstrate a consultative and collaborative value-added approach in client conversations, acting as a member of a client strategy team, to facilitate the desired client experience and to achieve business goals;

  • Develop proactive, integrated, and customized strategies to help clients achieve their business, financial and personal goals;

  • Apply well-developed consultative sales and wealth planning principles, practices and techniques in client interactions;

  • Lead the development of educational and training programs in the areas of business succession and business owner planning;

  • Provide commentary and awareness on emerging business succession planning trends relevant to business owners, such as mergers & acquisition, business valuation, taxation, estate planning, sound business and family governance and philanthropy;

  • Promote the services of the WPAS HNW wealth and specialized planning professionals to BMO Advisors and other user groups;

  • Provide BMO Advisors and clients with accurate and detailed subject matter expertise in all areas of business owner advisory and succession planning;

  • Serve as in-house expert in providing business owner succession planning;

  • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine;

  • Develop/maintain internal and external networks and referral sources to ensure ongoing growth of the business;

  • Act as media spokesperson for BMO on Specialized Planning topics.

  1. Client and Relationship Management (35%)
  • Partner with all members of BMO Wealth Management to provide a broad-based solutions approach for specific client situations;

  • Consult with clients and their external advisors on complex business succession planning issues, as required;

  • 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; includes presentations and seminars within BMO and to clients.

  1. Risk Management and Control (5%)
  • Ensure proper adherence to all aspects of First Principles Our Code of Conduct and Ethics;

  • Protect the Bank’s assets by adhering to all banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines;

  • Follow the Quality Review process for Specialized Plans prepared within WPAS;

  • Adhere to and maintain professional designations as per your Regulatory bodies.



  • University degree with business orientation (business, finance, accounting, law)

  • Relevant professional designation(s) (CPA, CBV, CFA, FEA, Bar Association) considered an asset

  • Practiced in the field of corporate finance and business succession with a consulting firm and/or held a similar role at another financial institution

  • A minimum of 10 years of experience providing succession planning advice to business owners at a senior level

  • Experience working in a team of professionals with deep subject matter expertise

  • Seasoned professional with a combination of education, experience and industry knowledge

  • Knowledge of tax, estate planning and philanthropy considered an asset


  • Experienced, highly integrated and confident in dealing with the High Net Worth and Ultra High Net Worth private client segment

  • Strong communication and presentation skills; both written and verbally. Ability to communicate in a professional and authoritative manner

  • Strong listening, analytical and problem solving capabilities; strong consultative selling skills

  • Strong team player with solid interpersonal and leadership skills

  • Ability to think strategically and simultaneously resolve a magnitude of diverse, complex and ambiguous issues/situations in a creative and practical manner

  • Ability to communicate complex planning advice in a comprehensive and practical manner, including a strong understanding of client needs and expectations

  • Strong prioritization, time management and multi-tasking skills

  • Strong relationship management skills

  • Flexible and empathetic, able to work effectively in various situations

  • Strong work ethic, work well under pressure

  • Ability to resolve a magnitude of diverse complex situations creatively

  • Seek and seize opportunities, take risks willingly after prudent analysis

  • Customer service focus

We’re here to help

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

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.

BMO Financial Group Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.