Elevate your career as a Trust Officer in Private Wealth with BMO. Deliver outstanding service to Trust and Estate clients while ensuring compliance and technical expertise in a dynamic setting.

This position requires an experienced professional to manage Trust and Estate accounts. You will collaborate with the local branch and regional teams to enhance client experiences and identify opportunities for referral. Responsibilities include fostering client relationships, implementing fiduciary solutions, and providing technical support to team members in assigned accounts.

Key Responsibilities:
• Manage Trust, agency, or probate accounts as trustee
• Provide day-to-day technical support for fiduciary matters




• Identify and grow relationships with current and potential clients
• Conduct presentations aligned with client needs
• Ensure compliance with Trust & Estate account management

Requirements:
• 5-7 years of relevant experience in Trust Administration
• Professional designation as a Lawyer or Notary preferred
• Knowledge of fiduciary laws and estate planning
• Bilingual in French and English
• Strong analytical and communication skills

Leverage your expertise in Trust Administration and client management to create exceptional experiences at BMO.
#J-18808-Ljbffr

📌 Trust Officer in Private Wealth at BMO (Quebec City)
🏢 Kibbi Technologies
📍 Quebec City