Senior Trust Officer, BMO Trust Company (Toronto)

Role Overview

Senior Trust Officer at BMO Private Wealth & Trust delivers complex fiduciary solutions, combining deep technical expertise with strong relationship management, ensuring best‑in‑class service, governance, and compliance for ultra‑high‑net‑worth individuals and families.

Key Responsibilities

• Oversee trust, agency, probate accounts and serve as trustee, providing day‑to‑day technical support and fiduciary account management.
• Act as the Relationship Manager to assigned clients, interacting with the client/relationship team.
• Identify opportunities to grow existing relationships, develop new business, and make referrals to other business groups.
• Make presentations to clients or prospects and provide technical expertise for trust and estate account management.
• Lead strategic initiatives, conduct independent analysis, and design reports and dashboards that influence business decisions.
• Coordinate ve...