Regional Director, Trust & Estates Leadership

BMO; Calgary; Sur place; CAD 120 000 - 215 000; Plein temps

Avantages offerts par ce poste

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Résumé du poste

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.

Responsabilités

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

Connaissances

Trust & Estates

Communication

Analytical thinking

Influence

Team collaboration

Data-driven decisions

Formation

JD/LLB/TEP/CPA/CFA preferred

Post-secondary degree in related field

Description du poste

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