BM

Director, Estate Planning, Private Wealth (Contract)

Toronto, Ontario
On-site
Contract
No salary postedToday
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

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Application Deadline: 09/24/2026 Address: 100 King Street West Job Family Group: Wealth Sales & Service Provides specialized estate, trust and succession planning advice to High Net Worth and Ultra High Net Worth clients. Acts as the lead Estate Planning subject matter expert within the Wealth Planning team, partnering with clients and advisors to address complex estate, trust, intergenerational wealth transfer, business succession, philanthropic and legacy planning needs Supports the growth an…

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

About the Company

BM

BMO Financial