Regional director, high net worth wealth planning
Job Description
Application Deadline
06/12/2026
Address
1250 boul Rene Levesque Ouest
Job Family Group
Wealth Sales & Service
Role Overview
The Regional Director HNW Planning will manage a team of Wealth Planning Consultants, Tax Planning Consultants, Estate Planning Consultants. His/her team provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with the Vice-President Private Wealth from all branches and their Investment Advisors teams to develop and deliver a client-focussed wealth planning experience culminating in a documented wealth strategy. Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value financial plans and recommendations, to coaching/assisting with presentations to clients. Cre...