Director of Philanthropy, BMO Wealth Management

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Position Summary

The Philanthropic Advisor will serve as the face of BMO’s philanthropic advisory platform, delivering strategic guidance to High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals, families, and family offices. This role blends technical expertise in charitable planning with a deep understanding of the emotional, social, and legacy-driven dimensions of wealth. The advisor will help clients move from transactional giving to transformational impact—aligning their values with their vision for change.

This is a leadership-track role with the opportunity to shape and scale BMO’s philanthropic offering across client segments, including mass affluent and emerging wealth tiers.

Key Accountabilities

• Client Engagement & Strategy
  • Acts as the primary philanthropic advisor to clients, guiding them through values-based discovery and strategic giving plans.
  • Advises on charitable vehicles (e.g., donor-advised funds, private foundations, charitable trusts) and their tax implications.
  • Facilitates family conversations around legacy, purpose, and intergenerational wealth transfer.
• Thought Leadership & Education
  • Serves as a subject matter expert on the meaning of wealth, the role of philanthropy in society, and the evolving landscape of impact giving.
  • Represents BMO at industry events, client forums, and internal trainings to elevate philanthropic literacy across the organization.
• Platform Development & Growth
  • Identifies scalable ways to deliver philanthropic guidance to broader client segments, including mass affluent households.
  • Collaborates with internal partners (Wealth Planners, Relationship Managers, Investment Advisors) to integrate philanthropy into holistic planning.
  • Contributes to the development of tools, content, and processes that enhance the client experience.
• Team Leadership & Mentorship
  • Helps build and mentor a team of philanthropic professionals as the platform grows.
  • Fosters a culture of collaboration, innovation, and client-centricity.

Qualifications

• 10+ years of experience advising HNW/UHNW clients on philanthropy, estate planning, or related disciplines.
• Deep knowledge of charitable planning strategies, tax law, and philanthropic structures.
• Strong facilitation skills and emotional intelligence; able to navigate complex family dynamics with discretion and empathy.
• Proven ability to translate values into actionable giving strategies that create measurable impact.
• Experience working across wealth tiers and designing scalable service models is a plus.
• Designations such as Chartered Advisor in Philanthropy® (CAP®) or Certified Trust and Financial Advisor® (CTFA®) preferred.
• Bachelor’s degree required; advanced degree in law, finance, or nonprofit management a plus.

Salary:

Pay Type:

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.  We strive to help you make an impact from day one – for yourself and our customers.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.