Senior Trust & Estate Director — Strategy & Growth

BMO; Eastern Ontario; On-site; CAD 81,000 - 152,000; Full time

Job summary

A leading financial institution in Kingston, Ontario, seeks a professional to manage Trust & Estate client accounts. The ideal candidate will oversee sales and service, ensuring compliance and providing technical expertise in trust administration. With over 7 years of relevant experience and a degree in Finance, you will lead initiatives while collaborating across teams. This role offers competitive salary ranging from $81,700.00 to $152,000.00 and a comprehensive benefits package including health insurance and tuition reimbursement.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Qualifications

• 7+ years of relevant experience and post-secondary degree in related field.
• Seasoned professional with education, experience, and industry knowledge.
• In-depth/expert knowledge of fiduciary laws and tax regulations.

Responsibilities

• Oversee sales and service to Trust & Estate clients.
• Manage trust accounts as a trustee for clients.
• Identify opportunities to grow existing relationships.

Skills

Personal Trust Administration knowledge

Trust Accounting expertise

Analytical skills

Influence skills

Collaboration & team skills

Data-driven decision making

Communication skills

Education

Bachelor’s degree in Finance or related field

Equivalent combination of education and experience

Job description

A leading financial institution in Kingston, Ontario, seeks a professional to manage Trust & Estate client accounts. The ideal candidate will oversee sales and service, ensuring compliance and providing technical expertise in trust administration. With over 7 years of relevant experience and a degree in Finance, you will lead initiatives while collaborating across teams. This role offers competitive salary ranging from $81,700.00 to $152,000.00 and a comprehensive benefits package including health insurance and tuition reimbursement.