BMO Senior Officer in Trust Management

Shape the future of trust administration as a Senior Trust Officer with BMO. Based in North York, you will ensure excellence in client service and fiduciary governance.

This senior leadership position demands a blend of technical expertise and relationship management. You will oversee various trust and estate accounts while collaborating with internal teams. The candidate must have 7+ years of experience, possess a Trust and Estate Practitioner (TEP) Certification, and demonstrate strong communication and analytical skills.

Key Responsibilities:

• Manage trust and probate accounts effectively as trustee

• Act as subject matter expert on fiduciary laws

• Partner with teams to enhance client satisfaction

• Identify strategic growth opportunities

• Ensure data governance and compliance standards are met

Requirements:

• 7+ years of experience required

• Bachelor’s degree in Finance preferred

• TEP Certification mandatory

• Expertise in Trust Tax and Investment Management

• Fluency in Mandarin is an asset

Bring your expertise and client-centric approach to lead trust management at BMO.
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