Director, Estate Planning, Private Wealth (Contract)
- Employment type
- Contract · On-site
- Posted
- September 19, 2026
- Province
- Ontario (ON)
Hiring confidence: Sparse posting · 7/100
This posting is missing most of the signals we look for, or shows patterns common to listings that are not actively being filled. Check with the employer before applying. How this is scored
Job Overview
This role is based in Ontario. BMO Financial is hiring for this contract position through Jobily, where you can check how well your resume matches the posting before you apply.
Market context
About this role in Ontario
Average salary for Director, Estate Planning, Private Wealth (Contract) in Ontario
We do not have a salary benchmark for this title in Ontario yet. The posting does not state a salary either.
NOC code
This posting has not been matched to a NOC 2021 unit group yet. Use the NOC finder to identify the code from the duties listed above.
Typical qualifications for Canadian employers
- Expertise in estate, trust, and succession planning
- Experience serving High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients
- Subject matter expert knowledge in estate planning
- Experience with intergenerational wealth transfer strategies
- Knowledge of business succession planning
Fit check
Is this role right for you?
Top skills this posting asks for:
- Estate Planning
- Trust Planning
- Succession Planning
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What you'll do
- Provide specialized estate, trust, and succession planning advice to HNW/UHNW clients
- Act as lead Estate Planning subject matter expert within the Wealth Planning team
- Partner with clients and advisors to address complex estate and trust planning needs
- Develop strategies for intergenerational wealth transfer
- Support business succession planning initiatives
- Advise on philanthropic and legacy planning matters
- Support growth initiatives within the wealth management division
What you'll need
- Expertise in estate, trust, and succession planning
- Experience serving High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients
- Subject matter expert knowledge in estate planning
- Experience with intergenerational wealth transfer strategies
- Knowledge of business succession planning
- Experience with philanthropic and legacy planning