Trust And Estate Consultant

BMO

2103 11th Avenue, Canada
$65,600.00 - $122,600.00; not specified; health in...
Trust & estate management expertise
Client experience delivery
Relationship building with influencers
Provides high quality sales to Trust & Estate prospects and clients to deliver an exceptional client experience

Job Summary

  • Provides high quality sales to Trust & Estate prospects and clients to deliver an exceptional client experience.
  • Build and nurture relationships with centres of influence (legal advisors, tax professionals, family offices) to drive referrals and expand market presence.
  • BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Provides high quality sales to Trust & Estate prospects and clients to deliver an exceptional client experience.

Salary

$65,600.00 - $122,600.00; Not specified; health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans

Skills & Requirements

Must-have

  • Trust & Estate management expertise
  • Client experience delivery
  • Relationship building with influencers
  • Sales and service support
  • Risk and compliance adherence

Nice-to-have

  • Digital presence and thought leadership
  • Collaborative client experience
  • Holistic wealth plan coordination

Key Requirements

  • 5 - 7 years relevant experience
  • Post-secondary degree
  • In-depth knowledge of Personal Trust Administration
  • In-depth knowledge of Trust Tax, Trust Accounting, Investment Management
  • In-depth knowledge of fiduciary laws and estate planning

Work Rights

Not specified

Tailored Resume

Cover Letter