Job Details

Application Deadline: 11/29/2026

Address: 525 8th Ave SW East Tower

Job Family Group: Wealth Sales & Service

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; develops action plans to resolve gaps. 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. Recommends measures to improve organizational effectiveness. 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. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Acts as the prime contact for internal/external stakeholder relationships, which may include regulators. 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. Performs sales & service support activities as required to meet client needs and maintain overall service levels. 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. Influences how teams/groups work together. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems. Communicates abstract concepts in simple terms. Fosters solid internal and external networks and works with and across multiple teams to achieve business objectives. Broader work or accountabilities may be assigned as needed. 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.

Qualifications

- Typically 9+ years of relevant experience and post-secondary degree in related field of study in Trust and Estates.
- Professional Certifications and/or Advanced Degrees preferred: 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.
- Expert knowledge of all applicable compliance and industry regulations.
- Seasoned expert with extensive industry knowledge.
- Technical leader viewed as a thought leader for innovation.
- Verbal & written communication skills - Expert.
- Analytical and problem solving skills - Expert.
- Influence skills - Expert.
- Collaboration & team skills; with a focus on cross-group collaboration - Expert.
- Able to manage ambiguity.
- Data driven decision making - Expert.

Salary and Benefits

Salary: $120,000.00 - $215,000.00 Pay Type: Salaried

The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensa

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