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Trust Associate, BMO Trust Company at BMO - ApplyBlast

Trust Associate, BMO Trust Company

BMO

4 months ago

3.6 on Glassdoor

Toronto, ON, Canada

Hybrid

Full Time

Senior

0 applicants

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About this role

A Trust Associate at BMO Private Wealth & Trust delivers high-quality sales and service to ultra-high-net-worth clients, focusing on trust and estate planning and administration. The role involves managing client relationships, ensuring regulatory compliance, preparing business proposals, and coordinating strategic initiatives within the Wealth Sales & Service department.

Responsibilities

Develop and maintain client relationships in the trust and estate sector
Prepare business proposals and presentations tailored to client needs
Ensure compliance with all regulatory and legal requirements
Design and produce regular performance reports and dashboards
Coordinate the execution of strategic initiatives and track milestones

Skills

Qualifications

Post-secondary degree in related fieldApplicable securities certificationCETA certification (preferred)MTI certification (preferred)TEP certification (preferred)

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

View Profile

BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.