Elevate client experiences as a Trust Associate at BMO Financial Group. This position requires expertise in Trust & Estate services and offers opportunities for collaboration and relationship-building.

In this role, you will interact directly with Trust & Estate clients, delivering high-quality service and maintaining compliance across account management processes. You will develop and nurture client relationships while identifying areas for enhancement. Ensuring a seamless client experience requires you to coordinate strategic initiatives and track performance effectively.

Key Responsibilities: • Prepare and present business proposals to clients • Maintain and enhance client relationships consistently • Execute strategic initiatives while tracking metrics • Produce reports and dashboards for performance monitoring • Ensure compliance in Trust & Estate account setup

Requirements: • 3-5 years of Trust industry experience • Advanced knowledge of Trust and Estate products • Applicable securities certification • Robust analytical and communication skills • Trust accreditation preferred

Utilize your Trust & Estate expertise to optimize client experiences at BMO Financial Group. #J-18808-Ljbffr

📌 BMO Trust Associate Role (Winnipeg)
🏢 BMO
📍 Winnipeg