Senior Trust Officer Role At Bmo Financial Group Pickering

Senior Trust Officer Role At Bmo Financial Group Pickering

06 Sep
|
BMO
|
Pickering

06 Sep

BMO

Pickering

Harness your expertise as a Senior Trust Officer with BMO Private Wealth & Trust to provide exceptional fiduciary services. Engage with ultra-high-net-worth clients and deliver impactful solutions.BMO Private Wealth & Trust is looking for an experienced Senior Trust Officer responsible for managing complex fiduciary accounts and nurturing high-level client relationships. Your role will include offering technical guidance, analyzing strategic opportunities, and ensuring compliance across client interactions. Leverage your market insights and analytical skills as you contribute to the overall growth and effectiveness of the Private Wealth branch.Key Responsibilities:
Manage and oversee fiduciary accounts effectively
Develop current business and enhance existing relationships




Provide technical support and training for team members
Act as a liaison for clients and internal stakeholders
Prepare strategic proposals for current business initiativesRequirements:
7+ years of experience in trust administration required
Must possess Trust and Estate Practitioner (TEP) Certification
Extensive knowledge of trust accounting processes needed
Bachelor’s degree in a relevant field preferred
Demonstrated communication and collaboration skills requiredContribute your expertise to BMO Financial Group and enhance client trust through effective estate management.#J-18808-Ljbffr

📌 Senior Trust Officer Role At Bmo Financial Group Pickering
🏢 BMO
📍 Pickering

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