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 Inve...