Leader, Business Advisory & Succession Planning (HNW)

A leading financial services provider is seeking a Director of Business Advisory and Succession Planning in Montreal. The role involves developing strategies for high net worth clients, providing expert guidance on business succession, and collaborating closely with other advisors. The successful candidate will have a university degree, relevant professional designations, and at least 10 years of experience. This position requires fluency in French and English, strong presentation skills, and the ability to work effectively in a team-oriented environment.
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