Banquier En Succession, Bilingue, Risr Certifie

BMO Financial Group

Quebec, Canada
Base: $36,600.00 - $67,500.00; bonus/equity: may i...
Fully remote
Fluent in french and english
In-depth knowledge of estate and deceased topics
Understanding of risk and regulatory requirements
The role involves working with executors and liquidators to process estate-related settlements for deceased BMO customers while ensuring a seamless customer experience

Job Summary

  • The role involves working with executors and liquidators to process estate-related settlements for deceased BMO customers while ensuring a seamless customer experience.
  • Employees must adhere to strict regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting standards.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

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

Salary

Base: $36,600.00 - $67,500.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Fluent in French and English
  • In-depth knowledge of Estate and Deceased topics
  • Understanding of risk and regulatory requirements

Nice-to-have

  • Experience handling escalations and complex issues
  • Ability to provide training to junior associates
  • Strong analytical and problem-solving skills

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree in related field
  • Must meet licensing and certification requirements
  • Fluency in French and English

Work Rights

Not specified

Tailored Resume

Cover Letter