Regional Support Manager, Estate and Trust, Private Wealth

The work location may be based in Montreal, Ottawa, Waterloo, Vaughan, London, or Halifax.

• The Regional Support Manager, Estate and Trust has pan regional responsibilities and provides leadership and operational oversight to the support professionals serving the Greater Ontario and Atlantic (GOA) and Quebec Areas Trust business.
• Reporting to the Regional Director, Trust, the Regional Support Manager leads, coaches, and develops the Trust professional support team and helps ensure the consistent delivery of timely, accurate, and high-quality support to Trust Officers, internal business partners, and clients.
• The role supports the achievement of GOA and Quebec Trust business objectives by strengthening team capabilities, managing capacity and workflow, improving processes, reinforcing risk and compliance practices, and enabling an integrated, high-touch client experience.
• The Support Manager also contributes to the GOA and Quebec Trust strategy, business planning, revenue growth, employee engagement, and the continued evolution of the regional business.
• The Support Manager plays a critical role in overseeing the day-to-day operations of the GOA and Quebec Trust teams, ensuring that processes are executed efficiently, consistently, and in accordance with regulatory and internal compliance requirements. Working closely with Trust Officers, Associates, and leadership, the role helps maintain operational excellence, supports risk management practices, and drives continuous improvement across team workflows.

• Supports and reports in to the Regional Director, Trust Services
• Provides day to day support to the trust administration professionals
• Fosters 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 operations
• Ensures adherence to policies and procedures
• Supports risk management best practices
• Drives continuous improvement across team workflows
• 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.
• 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 matters
• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones
• Coordinates 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 reports
• Ensures the effective implementation of Bank initiatives and programs.
• Models a mindset for continuous improvement and champions alternatives.
• Builds change management plans of…