Senior Trust Officer at BMO Financial Group

Drive client satisfaction as a Senior Trust Officer with BMO Financial Group in North York. Utilize your fiduciary expertise to manage accounts while providing exceptional client service.
BMO Financial Group seeks a Senior Trust and Estate Officer with over 7 years of experience. In this role, you will oversee trust accounts for ultra-high-net-worth individuals, ensuring compliance with fiduciary laws. Your analytical skills and TEP certification will enable you to deliver tailored presentations and provide technical support across internal teams.
Key Responsibilities:
• Manage trust, agency, and probate accounts efficiently
• Ensure strict compliance with fiduciary laws and regulations
• Identify growth opportunities and client referral avenues
• Provide technical support to fiduciary management teams
• Conduct customized presentations for clients
Requirements:
• Minimum of 7 years of relevant experience
• Bachelor’s degree in Finance or related field
...