Wealth Sales & Service Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.

Monitors performance results at the regional, market and sales professional level; Oversees the provision of content and marketing materials for new business proposals e.g. special fee arrangements, technical information materials; ensures new business meets policy and procedures requirements for profitability and risk management.

Identifies opportunities to grow existing relationships and develop current business.

Provides day to day technical support team members responsible for fiduciary account management.

Manages trust, agency or probate accounts in the role of trustee.

Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.

Develops an expert understanding of business/group challenges.

Networks with industry contacts to gather competitive insights and best practices.

May consult to or serve on various committees and task forces.

Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.

Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.

Conducts independent analysis and assessment to resolve strategic issues.

Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.

Monitors and tracks performance, and addresses any issues.

Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

assesses and adapts as needed to ensure quality of execution.





Leads / participates in the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines.

May provide specialized support for other internal and external regulatory requirements.

Oversees the design, development, and implementation of tools and training required to deliver business results.

supports the implementation, maintenance, and sustainment of vendor solutions.

Leads/oversees the management of vendor relationships and provides guidelines for execution; Leads/supports contract negotiations with vendors, balancing cost, risk and performance.

Oversees maintenance of Policies and Procedures Manual as required by internal and external changes..

Leads/participates in the design, implementation and management of core business/group processes.

Develops and manages a business/group program.

Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.

Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; Meets high-quality service standards to maximize relationship retention and growth.

Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.

Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.

Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.





Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

JD, CPA, CFA, CFTA

Expert knowledge and technical proficiency related to private wealth management strategies, issues and trends

Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth (HNW) markets

Technical leader viewed as a thought leader for innovation.

Able to manage ambiguity.

Data driven decision making - Expert.

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 Good 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. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

📌 Area Manager, Market Management (Calgary)
🏢 BMO
📍 Calgary