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Wealth Sales & Service at BMO - ApplyBlast

Wealth Sales & Service

BMO

2 months ago

3.6 on Glassdoor

Toronto, Ontario, Canada

Onsite

Full Time

Manager

0 applicants

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About this role

The role provides high‑quality sales and service to Trust & Estate clients, delivering an exceptional client experience while ensuring compliance and technical expertise in trust administration. It involves managing relationships, identifying growth opportunities, and collaborating across the branch and regional teams to support fiduciary account management and strategic initiatives.

Responsibilities

Manage trust, agency, and probate accounts as trustee
Lead development and execution of strategic initiatives
Provide technical support for fiduciary account management

Skills

Qualifications

Trust and Estate Practitioner (TEP) CertificationBachelor’s degree in FinancePost-secondary degree in related field

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.