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Trust Associate, BMO Trust Company

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Bank of Montreal
πŸ“ toronto, Canada
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Location toronto
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Posted June 11, 2026
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Commute Local Area
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Job Description

Application Deadline:06/15/2026Address:YSC - 4881 Yonge StreetJob Family Group:Wealth Sales & ServiceMandarin speaking language capabilitiesBMO Private Wealth & Trust is a high-touch, client-centric business that supports ultra-high-net-worth individuals and families across all aspects of trust and estate planning and administration.The Trust Associate 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.Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.Develops, maintains, and services client relationships.Identifies areas of improvement to support overall client expe...

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πŸ“ Location Details

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City
toronto
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Country
Canada
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Commute
Local Area

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