Trust and Estate Consultant

Responsibilities

• Provide high-quality sales and expertise for Trust & Estate management to deliver an exceptional client experience.
• Collaborate with Private Wealth and Client Strategy teams to ensure a holistic, coordinated client experience aligned with family wealth plans.
• Build and nurture relationships with centers of influence, including legal advisors, tax professionals, and family offices, to drive referrals.
• Represent BMO Trust Services at client events, professional forums, and community engagements.
• Identify opportunities to grow existing relationships and develop new business through presentations and outreach.
• Act as a Relationship Manager for assigned clients, recommending and implementing solutions based on business and client needs.
• Ensure compliance with risk and regulatory processes to safeguard customer assets and maintain privacy.

Requirements

• 5-7 years of relevant experience in trust or estate services.
• Post-secondary degree in a related field of study.
• In-depth knowledge of Personal Trust Administration processes and procedures.
• In-depth knowledge of Trust Tax, Trust Accounting, and Investment Management.
• Strong understanding of fiduciary laws, including estate planning techniques and relevant tax regulations.
• Excellent verbal and written communication, analytical, and problem-solving skills.

Preferred Qualifications

• Bachelor's degree in Finance or a related field.

Benefits

• Competitive salary and bonus opportunities.
• Comprehensive health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.

About the Company

BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. With over 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.