Application Deadline:
12/04/2026
Address:
1250 boul Rene Levesque Ouest
Job Family Group:
Wealth Sales & Service
Provide high quality customer service to BMO Trust Company customers to deliver an exceptional customer experience. Provide technical expertise for all aspects of trust and estate account management and administration to ensure compliance. Work collaboratively within the regional team as part of the solution offered to the client or the relationship management solution. Identify business opportunities and make customer referrals to other operating groups, if applicable.
Manage, as liquidator or trustee, estate, trust or mandated accounts.
Act as relationship manager for their clients assigned and interact effectively with other stakeholders in the file.
Review requests with the Trustee to make discretionary decisions about what action to take.
Carry out tasks to provide accurate and efficient services in a timely manner.
Establish and maintain trust and estate accounts ensuring all compliance requirements are met within acceptable time frames.
Ensure timely and accurate processing of priority management activities.
Establish effective relationships with internal and external stakeholders.
Meet high quality standards of service to maximize relationship retention and growth.
Establish a connection with customers and inspire their trust, in order to establish credibility and gain their trust.
Recommend solutions and implement them based on analysis of problems and implications for the organization and the customer.
Identify opportunities to grow existing relationships and develop new business.
In collaboration with other employees, make presentations to current and potential clients based on their needs.
Stay up to date on trends and emerging issues to inform decision-making.
Support the implementation of strategic initiatives, in collaboration with internal and external stakeholders.
Participate in establishing business priorities and the order of achievement of the strategy of the business sector or operating group.
Participate in various change management activities, including readiness assessment, planning, stakeholder management, delivery, evaluation and maintenance of initiatives.
Participate in establishing a communications plan designed to exert a positive influence or change behavior; create personalized messages and choose the appropriate distribution channels.
Provide comments on the planning and implementation of operational programs.
Support audits and compliance reviews assigned to it.
Identify all irregularities and anomalies and report them to management.
Evaluate the effectiveness of the work to be carried out considering sector trends and recommend improvements; make the required changes.
Perform sales and service support tasks as needed to meet customer needs and maintain overall service levels.
Use judgment to identify problems, determine their causes and resolve them within established limits.
Work independently and regularly handle non-routine situations.
Broader duties and responsibilities may be assigned as needed.
Qualifications:
Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Bachelor’s degree in Finance or related field preferred.
Notary or Law Degree an important asset.
STEP designation an interesting asset.
In-depth / expert knowledge of Personal Trust Administration processes and procedures
In-depth / expert knowledge of Trust Tax, Trust Accounting and Investment Management
In-depth / expert knowledge of fiduciary laws including estate planning techniques, relevant tax regulations.
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group…