Trust Officer, Private Wealth
BMO — MONTREAL, QC, CAN
Posted 2026-08-20
Application Deadline: 09/20/2026 Address: 1250 boul Rene Levesque Ouest Job Family Group: Wealth Sales & Service Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Depending on the successful candidate’s experience and qualifications, appointment to the position of Senior Trust Officer may be considered. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Identifies opportunities to grow existing relationships and develop new business. Makes presentations to clients/prospects in conjunction with others based u