Estate Banker Bilingual - French And English- Risr Certified

BMO

Virtual, ON, 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 customers while ensuring a seamless customer experience

Job Summary

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

Matching Summary

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

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

  • Bilingual French and English proficiency
  • In-depth knowledge of estate and deceased topics
  • Understanding of risk and regulatory requirements
  • Experience handling complex estate cases
  • Ability to review legal documents

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter