Trust Officer

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left"><span>Application Deadline:</span></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div>10/28/2026<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><span>Address:</span></p>1675 Grafton Street<p style="text-align:inherit"></p><p style="text-align:inherit"></p><div><div><div><div><div><div><div><p style="text-align:left">Job Family Group:</p></div></div></div></div></div></div></div>Wealth Sales & Service<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p>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.</p><ul><li>Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.

</li><li>Ensures alignment between values and behaviour that fosters diversity and inclusion.</li><li>Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. </li><li>Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.

</li><li>Attracts, retains, and enables the career development of top talent.</li><li>Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. </li><li>Identifies opportunities to grow existing relationships and develop new business.</li><li>Makes presentations to clients/prospects in conjunction with others based upon their needs.

</li><li>Provides day to day technical support team members responsible for fiduciary account management.</li><li>Manages trust, agency or probate accounts in the role of trustee.</li><li>May act as the Relationship Manager to assigned clients and effectively interacts with others assigned to the client/relationship team.</li><li>Recommends and implements solutions based on analysis of issues and implications for the business and the client.

</li><li>Assists in the development of strategic plans.</li><li>Identifies emerging issues and trends to inform decision-making.</li><li>Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.</li><li>Helps determine business priorities and best sequence for execution of business/group strategy.</li><li>Conducts independent analysis and assessment to resolve strategic issues.

</li><li>Builds effective relationships with internal/external stakeholders.</li><li>Ensures alignment between stakeholders.</li><li>Breaks down strategic problems, and analyses data and information to provide insights and recommendations.</li><li>Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.</li><li>Monitors and tracks performance, and addresses any issues.

</li><li>Designs and produces regular and ad-hoc reports, and dashboards.</li><li>Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.</li><li>Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.

</li><li>Oversees maintenance of Policies and Procedures Manual as required by internal and external changes.</li><li>Reviews requests with Fiduciary to make discretionary decisions to about actions to be taken.</li><li>Cross trains team members to ensure coverage and contingency.</li><li>Provides input into the planning and implementation of operational programs.</li><li>Executes work to deliver timely, accurate, and efficient service.

</li><li>Performs set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames.</li><li>Ensures the timely and accurate processing of trade order management activities.</li><li>Supports in audits and compliance reviews as assigned.</li><li>Identifies and escalates all irregularities and discrepancies to management.</li><li>Oversees maintenance of Policies and Procedures Manual as required by internal and external changes..

</li><li>Leads/participates in the design, implementation and management of core business/group processes.</li><li>Develops and manages a business/group program.</li><li>Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.</li><li>Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.

</li><li>Performs sales & service support activities as required to meet client needs and maintain overall service levels.</li><li>Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions.

</li><li>Meets high-quality service standards to maximize relationship retention and growth.</li><li>Develops rapport and instills confidence with the client to develop credibility and earn their trust.</li><li>Follows through on the risk and compliance processes and policies to ensure we safeguard our cust