National Director Wills Powers Attorney

Lead BMO Trust Company’s national Wills and Powers of Attorney program from 100 King Street West, guiding governance and estate expertise. Shape standards, quality, and execution across Canada.As National Director, Wills and Powers of Attorney, you will provide enterprise-wide leadership within BMO Private Wealth. You will oversee program frameworks, Will Bank governance, technical escalations, reporting, and strategic initiatives. Your work supports advisors and specialists serving high-net-worth and ultra-high-net-worth clients.Key Responsibilities:
Lead national Will and POA strategy, governance, and developmentMaintain standards, templates, clauses, procedures, and best practicesOversee Will Bank quality controls, monitoring, and improvementProvide technical coaching and escalation support across CanadaPartner with Legal, Compliance, Risk, and OperationsRequirements:
Typically nine-plus years of relevant experiencePost-secondary degree or equivalent education and experienceRequired LLB-JD;
LLM or TEP is an assetDeep expertise in estate planning, wills, POAs, or fiduciary servicesEnterprise program leadership and governance experienceApply estate planning expertise, governance leadership, and strategic judgment to BMO Trust Company’s national Wills and POA program.
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