Estate Banker (12 Months Secondment) Remote Role

BMO Financial Group

Remote, CA
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Fully remote
Estate and deceased topic knowledge
Ific or csc certification mandatory
French and english fluency required
BMO Financial Group is seeking an Estate Banker for a fully remote position involving the management of estate-related settlements for deceased customers. The ideal candidate should possess relevant experience in estate topics, strong communication skills in both English and French, and must be licensed accordingly

Job Summary

  • This role involves working with executors and liquidators to process estate-related settlements for deceased BMO customers while ensuring a seamless customer experience.
  • The position requires in-depth knowledge of estate topics, risk management, and regulatory requirements including Anti-Money Laundering and FCAC provisions.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Match Score: 85

BMO Financial Group is seeking an Estate Banker for a fully remote position involving the management of estate-related settlements for deceased customers. The ideal candidate should possess relevant experience in estate topics, strong communication skills in both English and French, and must be licensed accordingly.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Estate and Deceased topic knowledge
  • IFIC or CSC certification mandatory
  • French and English fluency required

Nice-to-have

  • Collaboration with internal stakeholders
  • Training and coaching junior associates
  • Analytical and problem-solving skills

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • IFIC or CSC certification mandatory
  • Fluent in French and English

Work Rights

Not specified

Tailored Resume

Cover Letter