Provides high quality sales and service leadership to Trust and Estate professionals. 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. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. 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. Provides day to day technical support team members responsible for fiduciary account management. 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. Conducts independent analysis and assessment to resolve strategic issues. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. 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 solid 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 in Trust and Estates. JD, LLB, TEP, CPA, CFA. Expert knowledge and technical proficiency related to private wealth management strategies, issues and trends. Broad and diverse background in financial service industry 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. #

📌 Regional Director of Trust (Calgary)
🏢 Bank of Montreal
📍 Calgary