Trust Officer, Private Wealth

Application Deadline:08/28/2026Address:1250 boul Rene Levesque OuestJob Family Group:Wealth Sales & ServiceProvides 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 (Private Bankers, Investment Advisors) as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.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.Builds interdependent teams that collaborate across functional and ope...