BMO Trust and Estate Consultant
BMO • regina, Canada
Role Description
Elevate client relationships as a Trust and Estate Consultant with BMO, focusing on exceptional service and expertise. Leverage your knowledge in Trust Administration, fiduciary laws, and investment management.
In this role at BMO, you will utilize 5-7 years of experience to provide tailored consulting in Trust and Estate management. You will collaborate with the Private Wealth team, fostering partnerships with legal advisors and tax professionals to drive referrals. Your expertise will guide presentations, strategic initiatives, and market expansion.
Key Responsibilities:
• Provide exceptional Trust & Estate sales and service
• Collaborate with Private Wealth and referral sources
• Lead client presentations and community engagements
• Analyze issues for strategic recommendations
• Manage databases maintaining data governance standards
Requirements:
• 5-7 years relevant experience in Trust Administration
• Bachelor's degree in Finance or related field
•...
In this role at BMO, you will utilize 5-7 years of experience to provide tailored consulting in Trust and Estate management. You will collaborate with the Private Wealth team, fostering partnerships with legal advisors and tax professionals to drive referrals. Your expertise will guide presentations, strategic initiatives, and market expansion.
Key Responsibilities:
• Provide exceptional Trust & Estate sales and service
• Collaborate with Private Wealth and referral sources
• Lead client presentations and community engagements
• Analyze issues for strategic recommendations
• Manage databases maintaining data governance standards
Requirements:
• 5-7 years relevant experience in Trust Administration
• Bachelor's degree in Finance or related field
•...