Application Deadline:11/29/2026Address:595 Burrard StreetJob Family Group:Wealth Sales &

• ServiceRole OverviewThe Regional Support Manager, Trust, British Columbia &

• Prairies is responsible for providing leadership, operational support to the Trust professional support teams serving British Columbia and the Prairies regions.Reporting to the Regional Director, Trust, the Regional Support Manager leads, coaches, and develops Trust support professionals and helps ensure the consistent delivery of timely, accurate, compliant, and high-quality service to clients, Trust Officers, and internal business partners.The role supports the business objectives of British Columbia and the Prairies by enhancing team capability, optimizing capacity and workflow, strengthening operational discipline, supporting risk management, and driving continuous improvement. Working closely with regional leadership and trust professionals, the Regional Support Manager helps create an integrated, high-touch client experience while enabling the business to grow effectively and sustainably.Key AccountabilitiesSupports and reports in to the Regional Director, Trust.Provides day to day support to the trust administration professionalsFosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Supports the Regional Director of Trust with day to day operationsEnsures adherence to policies and proceduresSupports risk management best practicesDrives continuous improvement across team workflowsEnsures 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.Identifies emerging issues and trends to inform decision-making around operational mattersCoordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestonesCoordinates 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.Designs and produces regular and ad-hoc reportsEnsures 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 requirementsMonitors to ensures Branch adherence to internal/external Compliance regulations and requirementsProvides 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, TrustSupports 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.Travel: Approximately 10% travel within British Columbia and the Prairies may be required.QualificationsEducation &





• Professional ExperienceTypically 5 to 7 years of progressively responsible experience in estate and trust administration, together with post-secondary education in a related field, or an equivalent combination of education and experience.Previous supervisory, people leadership, coaching, or team leadership experience is strongly preferred.Sales, relationship management, or business development experience is an asset.Skilled Certificate and DesignationsA STEP Certificate of Estate and Trust Administration (CETA) is considered a strong asset.A STEP Trust and Estate Practitioner (TEP) designation through STEP, or STI or MTI designation through CSI, is considered a strong asset.Strong mentorship and talent-development mindset and capabilities.Deep knowledge of estate and trust administration and strong technical proficiency.Strong operational judgment and the ability to manage competing priorities across multiple teams and markets.Strong collaboration, relationship-management, and influencing skills.A continuous-improvement mindset and demonstrated ability to lead through change.Solid risk awareness and understanding of the importance of controls in a fiduciary and regulated environment.Ability to use data, reporting, and business insights to support effective decision-making.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. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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📌 Regional Support Manager, Trust, British Columbia & Prairies (Vancouver)
🏢 BMO
📍 Vancouver