Vaughan, ON L4K 4L8, Canada
Top Benefits
About the role
Trust Associate, BMO Private Wealth
Job ID: R250020463
Location: Vaughan, ON L4K 4L8, Canada
Posted Date: August 18th 2025
Category: Wealth Sales & Service
Employment Type: Full time
Description
Application Deadline: 09/04/2025
Address: 100 New Park Place
Job Family Group: Wealth Sales & Service
Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.
- Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.
- Develops, maintains, and services client relationships.
- Identifies areas of improvement to support overall client experiences.
- Develop and maintain knowledge and understanding of integrated services and offerings, with a focus on Trust and Estate products and procedures.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Monitors and tracks performance, and addresses any issues.
- Designs and produces regular and ad‑hoc reports, and dashboards.
- Performs set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames.
- Ensures the timely and accurate processing of trade order management activities.
- Supports in audits and compliance reviews as assigned.
- Identifies and escalates all irregularities and discrepancies to management.
- Performs sales & service support activities as required to meet client needs and maintain overall service levels.
- Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions.
- Meets high‑quality service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Focus may be on a business/group.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 3 – 5 years of relevant experience and post‑secondary degree in related field of study or an equivalent combination of education and experience.
- Advanced knowledge of Estate and Trust products and services.
- Trust industry experience.
- Trust accreditation preferred.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills – In‑depth.
- Collaboration & team skills – In‑depth.
- Analytical and problem solving skills – In‑depth.
- Influence skills – In‑depth.
Salary:
$45,500.00 – $84,500.00
Pay Type:
Salaried
The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
Benefits:
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO. ... (additional company description omitted for brevity)
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
Vaughan, ON L4K 4L8, Canada
Top Benefits
About the role
Trust Associate, BMO Private Wealth
Job ID: R250020463
Location: Vaughan, ON L4K 4L8, Canada
Posted Date: August 18th 2025
Category: Wealth Sales & Service
Employment Type: Full time
Description
Application Deadline: 09/04/2025
Address: 100 New Park Place
Job Family Group: Wealth Sales & Service
Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.
- Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.
- Develops, maintains, and services client relationships.
- Identifies areas of improvement to support overall client experiences.
- Develop and maintain knowledge and understanding of integrated services and offerings, with a focus on Trust and Estate products and procedures.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Monitors and tracks performance, and addresses any issues.
- Designs and produces regular and ad‑hoc reports, and dashboards.
- Performs set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames.
- Ensures the timely and accurate processing of trade order management activities.
- Supports in audits and compliance reviews as assigned.
- Identifies and escalates all irregularities and discrepancies to management.
- Performs sales & service support activities as required to meet client needs and maintain overall service levels.
- Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions.
- Meets high‑quality service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Focus may be on a business/group.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 3 – 5 years of relevant experience and post‑secondary degree in related field of study or an equivalent combination of education and experience.
- Advanced knowledge of Estate and Trust products and services.
- Trust industry experience.
- Trust accreditation preferred.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills – In‑depth.
- Collaboration & team skills – In‑depth.
- Analytical and problem solving skills – In‑depth.
- Influence skills – In‑depth.
Salary:
$45,500.00 – $84,500.00
Pay Type:
Salaried
The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
Benefits:
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO. ... (additional company description omitted for brevity)
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.