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Trust Officer at BMO - ApplyBlast

Trust Officer

BMO

1 month ago

3.6 on Glassdoor

Montreal, Quebec, Canada

Onsite

Full Time

Senior

0 applicants

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About this role

This role provides high-quality sales and service to Trust & Estate clients, delivering an exceptional client experience while ensuring compliance in account management and administration. The Trust Officer works collaboratively within the branch and regional team, identifies business growth opportunities, and provides technical expertise to support fiduciary account management. The position may also involve acting as a Relationship Manager and making referrals to other business groups as appropriate.

Responsibilities

Manage trust, agency, and probate accounts as trustee
Provide technical expertise for trust and estate account management
Identify opportunities to grow existing relationships and develop new business

Skills

Qualifications

LawyerNotaryTEP certification

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.