Senior trust officer & director
Job Description
Description
Application Deadline:
08/14/2025
Address:
100 King Street West
Job Family Group:
Wealth Sales & Service
As a Director & Senior Trust Officer, you provide high quality service to trust/estate/POA/agency clients, by utilizing exceptional relationship building skills, solid estate and trust technical knowledge, and strong business acumen. You work collaboratively within the regional teams as part of the client/relationship management solution, by identifying sales and referrals opportunities to other business groups as appropriate.
-
Oversees the provision of content and marketing materials for new business proposals e.g. special fee arrangements, technical information materials; ensures new business meets policy and procedures requirements for profitability and risk management.
-
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 to team members responsible for fiduciary
Company
BMO Financial Group
Location
Toronto
Country
Canada
Salary
100.000
URL