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Director and Senior Trust Officer

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BMO
📍 Kingston, Canada
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Location Kingston
📅
Posted March 23, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Application Deadline:

03/10/2026

Address:

42 Bath Rd

Job Family Group:

Wealth Sales & Service

Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.

This role supports the BMO Private Wealth Seaway Market and beyond

  • Oversees the provision of content and marketing materials for new business proposals e.g. special fee arrangements, technical information materials; ensures new business meets policy and procedures requirements for profitability and risk management.
  • Identifies opportunities to grow existing relationships and develop new business.
  • Makes presentations to clients/prosp...

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    📍 Location Details

    🌆
    City
    Kingston
    🗺️
    Country
    Canada
    🚗
    Commute
    Local Area

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