Location
toronto
Job Type
Full-time
Posted
July 04, 2026
Job Description
Elevate financial client services as an Expert Trust Officer with BMO Financial Group in North York. Leverage your deep expertise in trust management and exceptional compliance knowledge for ultra-high-net-worth clients.
In this senior role, you will manage intricate trust and estate accounts, requiring at least 7 years of experience and a Trust and Estate Practitioner (TEP) certification. Collaboration with diverse teams is vital for fostering growth and maintaining strong client relationships while delivering personalized service.
Key Responsibilities:
• Manage trust, agency, and probate accounts effectively
• Ensure compliance with fiduciary laws and regulations
• Identify opportunities for business growth and client referrals
• Provide technical support to team members in fiduciary management
• Conduct presentations tailored to client needs
Requirements:
• 7+ years of relevant experience preferred
• Ba...
In this senior role, you will manage intricate trust and estate accounts, requiring at least 7 years of experience and a Trust and Estate Practitioner (TEP) certification. Collaboration with diverse teams is vital for fostering growth and maintaining strong client relationships while delivering personalized service.
Key Responsibilities:
• Manage trust, agency, and probate accounts effectively
• Ensure compliance with fiduciary laws and regulations
• Identify opportunities for business growth and client referrals
• Provide technical support to team members in fiduciary management
• Conduct presentations tailored to client needs
Requirements:
• 7+ years of relevant experience preferred
• Ba...
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