Estate Banker Bilingual- Risr Certified

BMO Financial Group

Remote, QC, CA
Base: $36,600 - $67,500; bonus/equity: may include...
Fully remote
Bilingual french and english fluency
Risr certification required
In-depth knowledge of estate and deceased topics
The role involves working with executors and liquidators to process estate-related settlements for deceased customers while ensuring a seamless experience

Job Summary

  • The role involves working with executors and liquidators to process estate-related settlements for deceased customers while ensuring a seamless experience.
  • Candidates must be bilingual in French and English and hold RISR certification to support clients inside and outside Quebec.
  • The position offers a competitive salary range of $36,600 to $67,500 along with comprehensive benefits including health insurance and retirement savings plans.

Matching Summary

The role involves working with executors and liquidators to process estate-related settlements for deceased customers while ensuring a seamless experience.

Salary

Base: $36,600 - $67,500; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings

Skills & Requirements

Must-have

  • Bilingual French and English fluency
  • RISR certification required
  • In-depth knowledge of estate and deceased topics
  • Understanding of risk and regulatory requirements
  • Experience with legal document review

Nice-to-have

  • Ability to provide training and coaching
  • Strong analytical and problem-solving skills
  • Collaborative team player mindset
  • Proactive marketing promotion integration
  • Excellent verbal and written communication

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Must meet licensing/certification requirements
  • RISR qualified status mandatory
  • Fluency in French and English

Work Rights

Not specified

Tailored Resume

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