Director of Philanthropic Advisory

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Position Summary

The Philanthropic Consultant will support the delivery of BMOs philanthropic advisory services to High Net Worth (HNW) and emerging wealth clients. This role combines foundational knowledge of charitable planning with strong organizational and client service skills. The consultant will assist in creating values-based giving strategies preparing client materials and coordinating with internal partners to ensure a seamless client experience.

This is a director-level advisory role with opportunities for growth dependent on the growth of the program.

Key Accountabilities

Client Support & Planning

• Assists senior advisors in preparing philanthropic plans presentations and impact reports.
• Supports client discovery processes by gathering data researching charitable options and drafting recommendations.
• Helps facilitate family conversations by preparing agendas and materials focused on legacy and purpose.

Technical & Research Support

• Conducts research on charitable vehicles (DAFs private foundations charitable trusts) and summarizes tax implications for advisor review.
• Tracks trends in philanthropy and impact measurement to inform client strategies.
• Maintains internal knowledge resources and contributes to development of tools and templates.

Collaboration & Coordination

• Works closely with Wealth Planners Relationship Managers and Investment Advisors to integrate philanthropy into holistic planning.
• Coordinates logistics for client meetings webinars and educational sessions.
• Supports internal training initiatives to elevate philanthropic literacy across teams.

Operational Excellence

• Ensures compliance with regulatory legal and ethical requirements related to charitable planning.
• Monitors client engagement metrics and assists in preparing dashboards and reports.
• Executes administrative tasks to deliver timely accurate and efficient service.

Qualifications

• Education: Bachelors degree in Finance Business Nonprofit Management or related field.
• Experience: 5 years in wealth management philanthropy or nonprofit sector preferred.
• Experience researching and developing programmatic outcomes for philanthropic portfolios
• Familiarity with charitable giving strategies and tax considerations.
• Familiarity with root cause determination and theory of change methodologies
• Strong organizational skills and attention to detail.
• Experience implementing complex family structure governance models
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities and work collaboratively.

Preferred Certifications:

• Chartered Advisor in Philanthropy (CAP) or Certified Financial Planner (CFP) preferred but not required.

Core Competencies

• Passion for philanthropy and social impact.
• Ability to synthesize complex concepts into clear actionable steps.
• Strong interpersonal skills and client-centric mindset.

Salary:

Pay Type:

The above represents BMO Financial Groups 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 Groups expected target for the first year in this position.

BMO Financial Groups 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: 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. Well 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 well help you gain valuable experience and broaden your skillset.

To find out more visit us at 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 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.