Director, business advisory & succession planning

Application Deadline: 04/29/2026

Address: 1250 boul Rene Levesque Ouest

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 BMO Private Wealth. As a member of the SME Team, you’ll join a team of diverse, highly accredited and experienced accountants, lawyers and business valuation subject matter experts.

The SME Team provides business advisory and succession planning services to high and ultra-high net worth (“HNW”) business owner clients to support the growth and retention of HNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and increase revenues with BMO Private Banking, BMO Nesbitt Burns or BMO Commercial advisor...