BMO Trust & Estate Specialist
BMO • halifax, ns • Posted July 09, 2026
Position Overview
Specialize in Trust & Estate services at BMO as a Trust Officer, focusing on delivering exceptional client experiences and ensuring compliance. Utilize your financial expertise to manage accounts effectively.
As a Trust Officer, you will be integral to BMO’s client management solution, mobilizing your 5-7 years of experience in Trust Administration. Your responsibilities include managing accounts, providing team support, and developing business relationships. Collaboration is key, ensuring alignment with internal teams to foster a positive client experience and compliance with regulations.
Key Responsibilities: • Oversee the management of fiduciary accounts and compliance • Conduct independent analyses to resolve strategic issues • Coach and support team members for performance improvement • Create and manage reports and dashboards for stakeholders • Strengthen client relationships and identify business growth
Requirements: • 5-7 years of relevant experience ...
As a Trust Officer, you will be integral to BMO’s client management solution, mobilizing your 5-7 years of experience in Trust Administration. Your responsibilities include managing accounts, providing team support, and developing business relationships. Collaboration is key, ensuring alignment with internal teams to foster a positive client experience and compliance with regulations.
Key Responsibilities: • Oversee the management of fiduciary accounts and compliance • Conduct independent analyses to resolve strategic issues • Coach and support team members for performance improvement • Create and manage reports and dashboards for stakeholders • Strengthen client relationships and identify business growth
Requirements: • 5-7 years of relevant experience ...