Leadership:

• Provide coaching on trust and wealth services products and services to trust administrators, Private Wealth Consultants, Financial Planners, Investment Advisors and other distribution channels in BMOFG.

• Manage service activities related to Personal Trust/Wealth Services lob administration in the local market center.

• Promote and support a work environment that inspires innovation, creativity, collaboration and diversity.

• Support the Market Leader as change agent for needed changes in the Personal Trust/Wealth Services Group andBMO Private Wealth.

Risk Management:

• Comply with all compliance requirements.

• Ensure adherence to Policies and Procedures for account administration within the market center.

Cross Functional Relationships:

• Liaise with Compliance, P&BB Operations, Legal and other lines of business to resolve system, administrative, risk management and legal issues pertaining to estate and trust administration.

• Work with outside lawyers and accountants retained by estates and trust under administration.

Knowledge:

• Law degree or other university degree supported by MTI, STEP, CETA Accreditation or equivalent.

• Proven track record in administering and growing a profitable book of estate and trust accounts and/or providing estate and trust advice to clients.

• Recognized as a specialist in estates and trusts in a law firm, a Private Bank or in the industry.

• Minimum 3-5 years of related experience.

Skills:

• Capacity to establish and manage relationships with clients who may be bereaved or otherwise difficult to deal with.

• Strong networking and business development skills.

• Good leadership abilities.

• Excellent communication skills; both written and verbal.

• Strong work ethic, work well under pressure.

• Flexible and empathetic, able to work effectively in a variety of situations.

• Ability to resolve a magnitude of diverse, complex and ambiguous issues/situations in a practical manner.

Office location in Parksville, BC. Hybrid work arrangement. Travel required throughout Vancouver Island as and when required.

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.