Regional Director of Trust - Prairies

BMO; Calgary; On-site; CAD 120,000 - 215,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks a senior Wealth Trust & Estates leader to provide high-quality sales and service leadership to Trust and Estate professionals. You will deliver technical expertise for fiduciary account management, ensuring compliance and coordinating with the branch and regional teams to meet strategic goals.

The role requires 9+ years of experience and advanced certifications; deep knowledge of private wealth management and strong stakeholder engagement across regulators and clients

Qualifications

• 9+ years of relevant experience in Trust and Estates.
• Professional Certifications and/or Advanced Degrees preferred: JD, LLB, TEP, CPA, CFA.
• Expert knowledge of private wealth management strategies and industry regulations.
• Broad background in financial services for HNW markets.

Responsibilities

• Lead sales & service leadership to Trust and Estate professionals; ensure compliance.
• Provide fiduciary account management expertise and collaborate with regional teams.

Skills

Trust & Estates

Communication

Analytical thinking

Influence

Team collaboration

Data-driven decisions

Education

JD/LLB/TEP/CPA/CFA preferred

Post-secondary degree in related field

Job description

Job Details

Application Deadline: 11/29/2026

Address: 525 8th Ave SW East Tower

Job Family Group: Wealth Sales & Service

Provides high quality sales and service leadership to Trust and Estate professionals. 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. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Monitors performance results at the regional, market and sales professional level; develops action plans to resolve gaps. Oversees the provision of content and marketing materials for new business proposals e.g. special fee arrangements, technical information materials; ensures new business meets policy and procedures requirements for profitability and risk management. Provides day to day technical support team members responsible for fiduciary account management. Develops an expert understanding of business/group challenges. Networks with industry contacts to gather competitive insights and best practices. Recommends measures to improve organizational effectiveness. May consult to or serve on various committees and task forces. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Conducts independent analysis and assessment to resolve strategic issues. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Acts as the prime contact for internal/external stakeholder relationships, which may include regulators. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Performs sales & service support activities as required to meet client needs and maintain overall service levels. 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. Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. Influences how teams/groups work together. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems. Communicates abstract concepts in simple terms. Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

• Typically 9+ years of relevant experience and post-secondary degree in related field of study in Trust and Estates.
• Professional Certifications and/or Advanced Degrees preferred: JD, LLB, TEP, CPA, CFA.
• Expert knowledge and technical proficiency related to private wealth management strategies, issues and trends.
• Broad and diverse background in financial service industry for the high net worth (HNW) markets.
• Expert knowledge of all applicable compliance and industry regulations.
• Seasoned expert with extensive industry knowledge.
• Technical leader viewed as a thought leader for innovation.
• Verbal & written communication skills - Expert.
• Analytical and problem solving skills - Expert.
• Influence skills - Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - Expert.
• Able to manage ambiguity.
• Data driven decision making - Expert.

Salary and Benefits

Salary: $120,000.00 - $215,000.00 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. 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 team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.