Director, Sr. Trust Advisor

Bmwofsalem

Base: $102,000.00 - $190,000.00; bonus/equity: not...
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Trust & estate account management
Fiduciary laws and estate planning
Trust tax and accounting
** BMO Financial Group is seeking a Director, Sr. Trust Advisor to provide exceptional service and technical expertise for Trust & Estate clients. The role involves account management, team collaboration, strategic initiative execution, and compliance oversight. **

Job Summary

  • Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience.
  • Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Match Score: 75

** BMO Financial Group is seeking a Director, Sr. Trust Advisor to provide exceptional service and technical expertise for Trust & Estate clients. The role involves account management, team collaboration, strategic initiative execution, and compliance oversight. **

Salary

Base: $102,000.00 - $190,000.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Trust & Estate account management
  • Fiduciary laws and estate planning
  • Trust Tax and Accounting
  • Investment Management expertise
  • Risk Management Framework application

Nice-to-have

  • Client relationship building
  • Strategic problem-solving
  • Change management leadership
  • Vendor relationship management
  • Cross-group collaboration

Key Requirements

  • 7+ years of relevant experience
  • Post-secondary degree or equivalent experience
  • Bachelor’s degree in Finance preferred
  • Expert knowledge of Personal Trust Administration
  • Expert knowledge of Trust Tax, Accounting, and Investment Management
  • Expert knowledge of fiduciary laws and estate planning techniques
  • Expert verbal & written communication skills
  • Expert analytical and problem solving skills
  • Expert influence skills
  • Expert collaboration & team skills
  • Ability to manage ambiguity
  • Expert data driven decision making

Work Rights

Not specified

Tailored Resume

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