Trust Officer

6 months ago

Montréal, Canada BMO Financial Group Full time

1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8

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.
- Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
- Ensures alignment between values and behaviour that fosters diversity and inclusion.
- Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
- Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
- Attracts, retains, and enables the career development of top talent.
- Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
- Identifies opportunities to grow existing relationships and develop new business.
- Makes presentations to clients/prospects in conjunction with others based upon their needs.
- Provides day to day technical support team members responsible for fiduciary account management.
- Manages trust, agency or probate accounts in the role of trustee.
- May act as the Relationship Manager to assigned clients and effectively interacts with others assigned to the client/relationship team.
- Recommends and implements solutions based on analysis of issues and implications for the business and the client.
- Assists in the development of strategic plans.
- Identifies emerging issues and trends to inform decision-making.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
- Monitors and tracks performance, and addresses any issues.
- Designs and produces regular and ad-hoc reports, and dashboards.
- 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.
- Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
- Oversees maintenance of Policies and Procedures Manual as required by internal and external changes.
- Reviews requests with Fiduciary to make discretionary decisions to about actions to be taken.
- Cross trains team members to ensure coverage and contingency.
- Provides input into the planning and implementation of operational programs.
- Executes work to deliver timely, accurate, and efficient service.
- Performs set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames.
- Ensures the timely and accurate processing of trade order management activities.
- Supports in audits and compliance reviews as assigned.
- Identifies and escalates all irregularities and discrepancies to management.
- Oversees maintenance of Policies and Procedures Manual as required by internal and external changes..
- Leads/participates in the design, implementation and management of core business/group processes.
- Develops and manages a business/group program.
- Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
- Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
- Performs sales & service support activities as required to meet client needs and maintain overall service levels.
- 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.
- Meets high-quality service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Follows through on the risk and

  • Corporate Trust Officer

    5 months ago

    Montréal, Canada Computershare Full time

    **SOCIÉTÉ DE FIDUCIE COMPUTERSHARE DU CANADA** **Fiducies d’entreprises, Canada** **Location: Montreal (Hybrid)** This is a hybrid position primarily based in Montreal. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your...

  • Trust Officer

    1 month ago

    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net worth...

  • Trust Officer

    3 months ago

    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net worth...

  • Bilingual Private Trust Associate, Md Private Trust

    5 months ago

    Montréal, Canada MD Financial Management Full time

    Requisition ID: 195047 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. At MD Financial Management, we have one mandate: to help Canadian physicians achieve financial well-being by focusing on their distinctive needs and operating in their best interests. Our commitment to work/life integration,...

  • Regional Estate

    6 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 175589 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: The Regional Estate and Trust Administrator provides administrative support to the Estate and Trust Advisor (ETA) and Regional Trust Officer (RTO) in the regional MD Private Trust Office. They will assist in the...

  • Regional Estate

    6 months ago

    Montréal, Canada MD Financial Management Full time

    Requisition ID: 182337 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: The Regional Estate and Trust Administrator provides administrative support to the Estate and Trust Advisor (ETA) and Regional Trust Officer (RTO) in the regional MD Private Trust Office. They will assist in the...

  • Private Trust Associate

    6 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 177767 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. At MD Financial Management, we help Canadian physicians achieve financial well-being by focusing on their distinctive needs and operating in their best interests. Our commitment to work/life integration, employee well-being and...

  • Trust and Safety Specialist

    6 months ago

    Montréal, Canada Aylo Careers Full time

    We are looking for a meticulous Trust and Safety Specialist to join our highly specialized team. The Trust and Safety team plays an important role within our organization in ensuring that our high-traffic platforms are safe, secure and that legal requirements are met. **What you will be doing**: - Review and process requests from legal or law enforcement...

  • Residential Underwriter

    6 months ago

    Montréal, Canada Home Trust Company Full time

    Company Profile Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 850 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of our core residential and commercial mortgage lending business, the Company and its affiliates also offer...

  • Cibc - Associate Trust and Estate Consultant

    5 months ago

    Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Administrative Assistant, Private Trust

    5 months ago

    Montréal, Canada TD Bank Full time

    **Administrative assistant, Private Trust**: - 431421BR **Job Category - Primary** - Wealth Management **Work Location** - 1350 Rene-Levesque Blvd Corporate **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department...

  • Trust & Safety Analyst

    5 months ago

    Montréal, Canada MavTek Inc. Full time

    MavTek is proud to be an equal opportunity workplace dedicated to hiring and nurturing a diverse workforce._ **We're looking for a Trust & Safety Analyst to join our established, well-structured, and fun team. It might be you.** As a Trust & Safety Analyst, you are focused on community and content safeguards, to protect our business and customer base...

  • Vice-president Trust and Philanthropic Services

    5 months ago

    Montréal, Canada National Bank of Canada Full time

    In this role, you will be in charge of the National Bank Trust's mission, which primarily involves providing trust and philanthropic services to high-net-worth Bank clients across Canada. You will lead a hard-working team of professionals that helps our partners, including National Bank Financial Wealth Management (NBFWM), Private Banking 1859 (PB 1859) and...

  • Trust Administrator

    6 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 **This role will support a Trust Officer in the team and will be responsible for all administrative duties.** 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...

  • Trust Associate, Scotiatrust

    3 weeks ago

    Montréal, QC H3A 3L6, Canada Scotiabank Full time

    Requisition ID: 210397 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to management,...

  • Process/ Project Auditor

    5 months ago

    Montréal, Canada Aylo Careers Full time

    **What you'll be doing**: - Perform audits including governance of existing/new processes and ensuring compliance regulations are met - Identify gaps or potential risks - Communicate with multiple parties involved within workflow - Act as an independent source with an objective view - Create and update documentation related to ongoing and new processes -...

  • Receptionist Officer

    6 months ago

    Montréal, Canada Securitas Inc. Full time

    **Receptionist Officer** We help make your world a safer place. Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We are located in 47 countries and have 355,000 employees worldwide and over 150,000 clients. Securitas plays an essential role for our clients and in society. The **Receptionist...

  • Associate Trust Officer

    2 months ago

    Montréal, QC, Canada Computershare Full time

    **Lieu: Montréal (Hybride)** Dans le cadre de vos fonctions, vous travaillerez au bureau de Montréal au moins trois jours par semaine en ayant la flexibilité de travailler à domicile les autres jours de votre semaine de travail. **Un monde de possibilités vous attend** Êtes-vous prêt à faire carrière dans le secteur des services financiers ? Vous...

  • Post Office Assistant

    6 months ago

    Montréal, Canada Canada Post - Postes Canada Full time

    Job Requisition Id: 178391 Business Function: Retail Primary City: Bécancour Other Location(s):Gentilly, Saint-Grégoire, Sainte-Angèle Province: Quebec Employment Type: On Call Employment Status: Temporary Language Requirement: French Essential Employee Class and Level: RVSGD11 - Level 1 Working Hours: ON CALL Number of Vacancies:...

  • Post Office Assistant

    6 months ago

    Montréal, Canada Canada Post - Postes Canada Full time

    Job Requisition Id: 172275 Business Function: Retail Primary City: Bécancour Other Location(s):Lemieux, Manseau, Sainte-Cécile-de-Lévrard, Sainte-Marie-de-Blandford, Sainte-Sophie-de-Lévrard Province: Quebec Employment Type: On Call Employment Status: Temporary Language Requirement: French Essential Employee Class and Level: RVSGA10 - Level 1 Working...