Regional Support Manager, Estate and Trust, GTA

bmo; Toronto; On-site; CAD 110,000 - 140,000; Full time

Job summary

BMO Financial Group is seeking a Regional Support Manager for Estate and Trust in the Greater Toronto Area. The role involves leading the trust support professionals, coaching staff, and ensuring high-quality client service while upholding regulatory requirements.

The manager supports risk management, process improvements, and strategic planning in a fast-paced, client-focused environment. Reporting to the Regional Director, Trust GTA, you will drive performance, enable talent development, and

Qualifications

• Leadership experience managing professional teams.
• Experience implementing risk and regulatory requirements.
• Ability to coordinate across multiple trust professionals and partners.

Responsibilities

• Oversee GTA Trust support professionals to ensure timely, accurate client service.
• Coach and develop the Trust team to meet business objectives and risk standards.
• Ensure adherence to policies, procedures and risk management practices.
• Drive process improvements and change management across the regional trust operations.
• Produce regular reports and analytics to monitor performance and compliance.

Skills

People leadership

Regulatory compliance

Trust operations

Stakeholder management

Job description

Application Deadline:

10/08/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

The Regional Support Manager, Estate and Trust for GTA provides leadership and operational oversight to the support professionals serving the Greater Toronto Area Trust business. Reporting to the Regional Director, Trust, GTA, the Regional Support Manager leads, coaches, and develops the Trust professional support team and helps ensure the consistent delivery of timely, accurate, and high-quality support to Trust Officers, internal business partners, and clients. The role supports the achievement of GTA Trust business objectives by strengthening team capabilities, managing capacity and workflow, improving processes, reinforcing risk and compliance practices, and enabling an integrated, high-touch client experience. The Support Manager also contributes to the GTA Trust strategy, business planning, revenue growth, employee engagement, and the continued evolution of the regional business. The Support Manager plays a critical role in overseeing the day-to-day operations of the GTA Trust team, ensuring that processes are executed efficiently, consistently, and in accordance with regulatory and internal compliance requirements. Working closely with Trust Officers, Associates, and leadership, the role helps maintain operational excellence, supports risk management practices, and drives continuous improvement across team workflows.

Key Accountabilities:

• Supports and reports in to the Regional Director, Trust Services for GTA
• Provides day to day support to the trust administration professionals
• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Supports the Regional Director of Trust with day to day operations
• Ensures adherence to policies and procedures
• Supports risk management best practices
• Drives continuous improvement across team workflows
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO's purpose, sets inspirational goals, and defines clear expected outcomes, and ensures clear accountability for follow through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Provides input to the market business development plan.
• Support the solution and implementation of addressing client concerns and escalations, as required.
• Performs risk assessments and monitoring to ensure there are no breaches in compliance.
• Makes recommendations to management about risk and regulatory requirements and compliance.
• Recommends and implements solutions based on analysis of issues and implications for the business and the client.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision‑making around operational matters
• Coordinat and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones
• Monitors and tracks performance of the trust support professionals and addresses any issues.
• Designs and produces regular and ad-hoc reports
• Ensures the effective implementation of Bank initiatives and programs.
• Models a mindset for continuous improvement and champions alternatives.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour.
• Prepares documentation of compliance monitoring and risk assessments, and findings to management as per guidelines.
• Executes administrative reviews and filings according to Bank policies and procedures.
• Executes Administrative Reviews and filing according to Bank policies and procedures .
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Acts as a subject matter expert on business applications/systems.
• Monitors operational controls to identify any deficiencies and supports the initiation of appropriate corrective actions to ensure controls are adequate.
• Identifies and analyzes factors which may affect risk mitigation within the market and compliance with applicable regulatory requirements
• Monitors to ensures Branch adherence to internal/external Compliance regulations and requirements
• Provides input into the planning and implementation of operational programs.
• Executes work to deliver timely, accurate, and efficient service.
• Sources new sales & service professional candidates in collaboration