The Regional Support Manager, Estate and Trust for GTA provides leadership and operational oversight to the support professionals serving the Greater Toronto Area Trust business. Reporting to the Regional Director, Trust, GTA, the Regional Support Manager leads, coaches, and develops the Trust professional support team and helps ensure the consistent delivery of timely, accurate, and high-quality support to Trust Officers, internal business partners, and clients. The role supports the achievement of GTA Trust business objectives by strengthening team capabilities, managing capacity and workflow, improving processes, reinforcing risk and compliance practices, and enabling an integrated, high-touch client experience.

The Support

Manager also contributes to the GTA Trust strategy, business planning, revenue growth, employee engagement, and the continued evolution of the regional business.

The Support

Manager plays a critical role in overseeing the day-to-day operations of the GTA Trust team, ensuring that processes are executed efficiently, consistently, and in accordance with regulatory and internal compliance requirements. Working closely with Trust Officers, Associates, and leadership, the role helps maintain operational excellence, supports risk management practices, and drives continuous improvement across team workflows.

The Regional Support

Manager, Estate and Trust for GTA provides leadership and operational oversight to the support professionals serving the Greater Toronto Area Trust business. Reporting to the Regional Director, Trust, GTA, the Regional Support Manager leads, coaches, and develops the Trust professional support team and helps ensure the consistent delivery of timely, accurate, and high-quality support to Trust Officers, internal business partners, and clients. The role supports the achievement of GTA Trust business objectives by strengthening team capabilities, managing capacity and workflow, improving processes, reinforcing risk and compliance practices, and enabling an integrated, high-touch client experience.

The Support

Manager also contributes to the GTA Trust strategy, business planning, revenue growth, employee engagement, and the continued evolution of the regional business.

The Support

Manager plays a critical role in overseeing the day-to-day operations of the GTA Trust team, ensuring that processes are executed efficiently, consistently, and in accordance with regulatory and internal compliance requirements. Working closely with Trust Officers, Associates, and leadership, the role helps maintain operational excellence, supports risk management practices, and drives continuous improvement across team workflows. Supports and reports in to the Regional Director,



Trust Services for GTA ~ Provides day to day support to the trust administration professionals ~ Supports the Regional Director of Trust with day to day operations ~ Ensures adherence to policies and procedures ~ Supports risk management best practices ~ Drives continuous improvement across team workflows ~ Ensures alignment between values and behaviour that fosters diversity and inclusion. ~ Attracts, retains, and enables the career development of top talent. ~ Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. ~ Provides input to the market business development plan. ~ Support the solution and implementation of addressing client concerns and escalations, as required. ~ Performs risk assessments and monitoring to ensure there are no breaches in compliance. ~ Makes recommendations to management about risk and regulatory requirements and compliance. ~ Recommends and implements solutions based on analysis of issues and implications for the business and the client. ~ Assists in the development of strategic plans. ~ Coordinates and executes specific activities for the implementation of strategic initiatives; Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. ~ Monitors and tracks performance of the trust support professionals and addresses any issues. ~ Ensures the effective implementation of Bank initiatives and programs. ~ Models a mindset for continuous improvement and champions alternatives. ~ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. ~ Prepares documentation of compliance monitoring and risk assessments, and findings to management as per guidelines. ~ Executes administrative reviews and filings according to Bank policies and procedures. ~ assesses and adapts as needed to ensure quality of execution. ~ Acts as a subject matter expert on business applications/systems. ~ Monitors operational controls to identify any deficiencies and supports the initiation of appropriate corrective actions to ensure controls are adequate. ~ Identifies and analyzes factors which may affect risk mitigation within the market and compliance with applicable regulatory requirements ~ Provides input into the planning and implementation of operational programs. ~ Executes work to deliver timely, accurate, and efficient service. ~ Sources new sales & service professional candidates in collaboration with the Regional Director, Trust ~ Supports the Trainee mentorship and supervises performance during and subsequent to their training period. ~ Leads/participates in the design,



implementation and management of core business/group processes. ~ Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. ~ Performs various operational activities to meet business objectives, client needs, and maintain overall service levels. ~ Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; Meets high quality service standards to maximize relationship retention and growth. ~ Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines. ~ Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function. ~ Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. ~ 25% travel required across the GTA market Typically between 5 - 7 years of estate and trust administration experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

Sales and service experience preferred. Supervisory/leadership experience an asset In-depth experience with estate and trust products and related technologies. Deep estate and trust knowledge and technical proficiency gained through extensive education and business experience.

Data driven decision making - In-depth. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Boldly

Grow the Positive in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

Accommodations are available on request for candidates taking part in all aspects of the selection process. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #

📌 Regional Support Manager, Estate and Trust, GTA (Oakville)
🏢 BMO
📍 Oakville