Location
Montreal
Posted
July 04, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Estate Specialist - Montreal, QC
Requisition ID: 266503
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**Purpose of Job**
Contributes to the overall success of the Estate Department, Investment Support in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
**Is this role right for you? In this role you will:**
1. Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
2. Leadership and Team collaboration to contribute to the effective functioning of the team by identifying unusual items and escalating accordingly; assisting with training of new team members; active participation in coaching, sk...
Requisition ID: 266503
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**Purpose of Job**
Contributes to the overall success of the Estate Department, Investment Support in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
**Is this role right for you? In this role you will:**
1. Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
2. Leadership and Team collaboration to contribute to the effective functioning of the team by identifying unusual items and escalating accordingly; assisting with training of new team members; active participation in coaching, sk...