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Wealth Sales & Service at BMO - ApplyBlast

Wealth Sales & Service

BMO

8 days ago

3.6 on Glassdoor

Ottawa, Ontario, Canada

Onsite

Full Time

Medior

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 through technical expertise in account management and administration. The position involves managing trust accounts, ensuring compliance, and collaborating with internal and regional teams to support client relationships and business strategy. It also includes identifying referral opportunities, conducting risk assessments, and maintaining accurate documentation and reporting.

Responsibilities

Manage trust, agency, or probate accounts in the role of trustee
Review and interpret trust documents to ensure compliance
Assess assets for risk identification and provide technical expertise

Skills

Qualifications

Bachelor's degree in Finance or 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.