Trust & Estate Associate — Client Solutions & Compliance

BMO Financial Group; Oakville; On-site; CAD 45,000 - 85,000; Full time

Job summary

A financial services company in Oakville is looking for a Trust & Estate Specialist to provide exceptional client service and strengthen client relationships. You will manage Trust & Estate accounts to ensure compliance while collaborating with internal teams. The ideal candidate has 3-5 years of experience in Trust services, advanced product knowledge, and strong communication skills. The role includes preparing client proposals, monitoring performance metrics, and administrative support to team members. Competitive salary and comprehensive benefits offered.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• 3-5 years of relevant experience in Trust & Estate services.
• Trust industry experience is highly valued.
• Specialized knowledge from education or business experience.

Responsibilities

• Provides high-quality sales and service to Trust & Estate clients.
• Develops and maintains client relationships.
• Coordinates specific activities for strategic initiatives.

Skills

Advanced knowledge of Estate and Trust products

Verbal & written communication skills

Collaboration & team skills

Analytical and problem-solving skills

Influence skills

Education

Post-secondary degree in related field

Applicable securities certification

Trust accreditation preferred

Job description

A financial services company in Oakville is looking for a Trust & Estate Specialist to provide exceptional client service and strengthen client relationships. You will manage Trust & Estate accounts to ensure compliance while collaborating with internal teams. The ideal candidate has 3-5 years of experience in Trust services, advanced product knowledge, and strong communication skills. The role includes preparing client proposals, monitoring performance metrics, and administrative support to team members. Competitive salary and comprehensive benefits offered.