Elevate your career as a Senior Trust Officer with BMO Financial Group, specializing in Trust & Estate accounts. Deliver high-quality service while managing client relationships in a team-oriented environment.
This role requires extensive experience in Trust & Estate administration and fiduciary account management. You will oversee compliance, identify growth opportunities, and contribute to strategic initiatives. Position yourself as a subject matter expert in personal trust administration, ensuring exceptional client service and adherence to regulatory standards.
Key Responsibilities:
• Manage Trust, agency, or probate accounts expertly
• Provide technical support for fiduciary account operations
• Lead the development of client marketing proposals




• Analyze data to inform strategic decisions
• Collaborate across teams for improved client outcomes
Requirements:
• 7+ years of experience in Trust administration
• Trust and Estate Practitioner Certification preferred
• Expertise in Trust Tax and Investment Management
• Strong analytical and verbal communication skills
• Proven ability to manage complex regulatory frameworks
Become a trusted advisor and make a significant impact in the wealth management sector at BMO Financial Group.
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📌 Senior Trust Officer at BMO Financial Group (Toronto)
🏢 Bank of Montreal
📍 Toronto