Support ultra-high-net-worth individuals as a Trust Associate at BMO Private Wealth & Trust. Your role will center around building lasting client relationships and ensuring compliance in trust management.

In this position, you will leverage your 3–5 years of experience in the trust industry to deliver high-quality service. Collaboration within teams is essential as you identify improvements and oversee Trust & Estate account management activities while ensuring all regulatory requirements are met.

Key Responsibilities:
• Maintain effective relationships with clients and stakeholders
• Design and implement strategic initiatives for client servicing
• Prepare client proposals and presentations




• Track performance and resolve discrepancies
• Provide administrative support for audits and compliance

Requirements:
• 3–5 years of relevant trust experience
• Advanced knowledge of Estate and Trust services
• Applicable securities certification preferred
• Preferred Trust accreditation (CETA, MTI, TEP)
• Proficient in Mandarin language skills

Bring your trust expertise and commitment to compliance to grow and protect client relationships at BMO Private Wealth & Trust.
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📌 Mandarin Trust Associate at BMO (Ontario)
🏢 BMO
📍 Ontario