Estate Banker Bilingual - French And English- Risr Certified

BMO Financial Group

Virtual, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Fully remote
Bilingual french and english proficiency
In-depth knowledge of estate and deceased topics
Understanding of risk and regulatory requirements
This role involves working with executors and liquidators to process estate-related settlements for deceased BMO customers while ensuring a seamless experience

Job Summary

  • This role involves working with executors and liquidators to process estate-related settlements for deceased BMO customers while ensuring a seamless experience.
  • The position requires in-depth knowledge of estate topics, regulatory compliance including Anti-Money Laundering, and the ability to identify financial solutions for clients.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside competitive compensation.

Matching Summary

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

Salary

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

Skills & Requirements

Must-have

  • Bilingual French and English proficiency
  • In-depth knowledge of estate and deceased topics
  • Understanding of risk and regulatory requirements
  • Experience with legal document review
  • Ability to handle complex escalations

Nice-to-have

  • Marketing promotions integration skills
  • Training and coaching junior associates
  • Strong analytical and problem-solving abilities
  • Collaboration with internal partners

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree in related field
  • Must meet licensing/certification requirements
  • Knowledge of systems and applications

Work Rights

Not specified

Tailored Resume

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