Trust Relationship Specialist

BMO; Yukon; On-site; CAD 46,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group in Yukon, Canada seeks a Trust Client Advisor to provide high quality sales and service to Indigenous Trust clients while ensuring compliance and accurate trust account administration.

You will build and maintain client relationships, assist in proposals, and coordinate with internal teams to support strategic initiatives and risk management, contributing to growth and service excellence.

Qualifications

• Typically 3–5 years of relevant experience.
• Knowledge of Trust products and services.
• Trust industry experience preferred.
• Trust accreditation preferred.
• Strong communication, collaboration, analytical, and influence skills.

Responsibilities

• Assists in preparing new business proposals or presentations to clients/prospects.
• Develops, maintains, and services client relationships.
• Coordinates and executes activities for strategic initiatives; tracks metrics.
• Performs sales & service support to meet client needs and service levels.
• Maintains compliance and risk processes for the role.

Skills

Verbal & written communication

Collaboration & teamwork

Analytical & problem solving

Influence skills

Education

Post-secondary degree in related field

Trust accreditation preferred

Job description

BMO Financial Group in Yukon, Canada seeks a Trust Client Advisor to provide high quality sales and service to Indigenous Trust clients while ensuring compliance and accurate trust account administration.

You will build and maintain client relationships, assist in proposals, and coordinate with internal teams to support strategic initiatives and risk management, contributing to growth and service excellence.