Job Description
Become an Expert Trust Consultant at BMO Financial Group, committed to delivering exceptional trust and estate solutions. Leverage your expertise to foster strong client relationships.
As part of the Wealth Sales & Service division, you will focus on providing comprehensive Trust & Estate management to clients. Collaborate with diverse teams to ensure seamless integration of fiduciary services, while building essential connections within the financial community. Participating in outreach initiatives will be key to expanding BMO's visibility and client network.
Key Responsibilities:
• Deliver presentations at professional and community events
• Build and maintain relationships with external partners
• Execute strategic initiatives in collaboration with teams
• Conduct thorough strategic analysis for client needs
• Ensure alignment with data governance standards
Requirements:
• 5–7 years of relevant finance experience
• Bachelor’s degree in Finance or relate...
As part of the Wealth Sales & Service division, you will focus on providing comprehensive Trust & Estate management to clients. Collaborate with diverse teams to ensure seamless integration of fiduciary services, while building essential connections within the financial community. Participating in outreach initiatives will be key to expanding BMO's visibility and client network.
Key Responsibilities:
• Deliver presentations at professional and community events
• Build and maintain relationships with external partners
• Execute strategic initiatives in collaboration with teams
• Conduct thorough strategic analysis for client needs
• Ensure alignment with data governance standards
Requirements:
• 5–7 years of relevant finance experience
• Bachelor’s degree in Finance or relate...