Role OverviewSenior Trust Officer at BMO Private Wealth & Trust delivers complex fiduciary solutions, combining deep technical expertise with strong relationship management, ensuring best‑in‑class service, governance, and compliance for ultra‑high‑net‑worth individuals and families.Key ResponsibilitiesOversee trust, agency, probate accounts and serve as trustee, providing day‑to‑day technical support and fiduciary account management.Act as the Relationship Manager to assigned clients, interacting with the client/relationship team.Identify opportunities to grow existing relationships, develop current business, and make referrals to other business groups.Make presentations to clients or prospects and provide technical expertise for trust and estate account management.Lead strategic initiatives, conduct independent analysis, and design reports and dashboards that influence business decisions.Coordinate vendor relationships, manage contracts, and ensure vendor solutions are maintained and compliant.Ensure compliance with regulations, policies, risk and privacy requirements.Build effective relationships with internal and external stakeholders, and act as the subject‑matter expert on relevant laws and policies.Lead change management, communication strategy, and operational programs to deliver business and financial goals.Provide administrative support including financial reports,



asset reconciliation and fee collection.Maintain the Policies and Procedures Manual and oversee tools and training to deliver results.Sustain high‑quality service standards to maximize relationship retention and growth.Qualifications7+ years of relevant experience in trust and estate administration and a post‑secondary degree, or equivalent combination of education and experience.Bachelor’s degree in Finance or related field preferred.Trust and Estate Practitioner (TEP) certification required.In‑depth knowledge of personal trust administration, trust tax, accounting, investment management and fiduciary laws.Strong verbal and written communication, analytical, influence, collaboration, and data‑driven decision‑making skills.Ability to manage ambiguity and think creatively to solve complex problems.Mandarin language skills considered an asset.Willingness to travel to Markham, Pickering, and Oshawa offices as required.CompensationSalary range: $86,000.00 – $160,000.00 per year, paid on a salaried basis. The total compensation package includes performance‑based incentives, discretionary bonuses, and benefits such as health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.Equal Opportunity EmployerBMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process.#J-18808-Ljbffr

📌 Senior Trust Officer, Bmo Trust Company (Toronto) - C$86,000 - C$160,000 A Year (Winnipeg)
🏢 BMO Trust
📍 Winnipeg