Job Description

Application Deadline:

03/10/2026

Address:

42 Bath Rd

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.

This role supports the BMO Private Wealth Seaway Market and beyond

  • Oversees the provision of content and marketing materials for new business proposals e.g. special fee arrangements, technical information materials; ensures new business meets policy and procedures requirements for profitability and risk management.
  • Identifies opportunities to grow existing relationships and develop new business.
  • Makes presentations to clients/prosp...

    • Ready to Apply?

    Take the next step in your AI career. Submit your application to BMO today.

    Submit Application