Remote Trust Associate: Indigenous Wealth & Client Services

Aplaro Ltd; Canada; On-site; CAD 46,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking a Wealth Sales & Service professional to deliver top-tier sales and service to Indigenous Trust clients while ensuring compliance and quality service. You will support trust account management and cross-team collaboration from a remote setting.

The role requires 3–5 years of relevant experience, knowledge of Trust products, strong communication and analytical skills, and a commitment to regulatory and policy adherence. Competitive salary and benefits apply.

Qualifications

• Knowledge of Trust products and services.
• Trust industry experience preferred.
• Strong verbal and written communication skills.
• Analytical and problem solving abilities.
• Proven collaboration and teamwork capabilities.

Responsibilities

• Provide high quality sales and service to Indigenous Trust clients to deliver an exceptional client experience.
• Assist in preparing new business proposals or presentations to clients or prospects.
• Develop and maintain knowledge of integrated services with focus on Trust products and procedures.
• Monitor performance and assist in audits and compliance reviews as assigned.

Skills

Trust products knowledge

Trust industry experience

Communication skills

Analytical problem solving

Collaboration & teamwork

Education

Bachelor's degree in related field

Job description

BMO Financial Group is seeking a Wealth Sales & Service professional to deliver top-tier sales and service to Indigenous Trust clients while ensuring compliance and quality service. You will support trust account management and cross-team collaboration from a remote setting.

The role requires 3–5 years of relevant experience, knowledge of Trust products, strong communication and analytical skills, and a commitment to regulatory and policy adherence. Competitive salary and benefits apply.