Job at a glance
Application Deadline: 09/08/2026 Address: 1675 Grafton Street Job Family Group: 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. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. 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. Identifies opportunities to grow existing relationships and develop new business.
Makes presentations to clients/prospects in conjunction with others based upon their needs. Provides day to day technical support team members responsible for fiduciary account management. Manages trust, agency or probate accounts in the role of trustee. May act as the Relationship Manager to assigned clients and effectively interacts with others assigned to the client/relationship team. 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. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders. 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. Designs and produces regular and ad-hoc reports, and dashboards. 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.
Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Oversees maintenance of Policies and Procedures Manual as required by internal and external changes. Reviews requests with Fiduciary to make discretionary decisions to about actions to be taken. Cross trains team members to ensure coverage and contingency.
Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Performs set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames. Ensures the timely and accurate processing of trade order management activities. Supports in audits and compliance reviews as assigned.
Identifies and escalates all irregularities and discrepancies to management. Oversees maintenance of Policies and Procedures Manual as required by internal and external changes.. Leads/participat