Director & Trust Officer

3 weeks ago

Calgary, Canada BMO Financial Group Full time

4954 Richard Rd SW Calgary Alberta,T3E 6L1

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.
- 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 compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Provides specialized consulting, analytical and technical support.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently and regularly handles non-routine situations.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- Typically between 5 - 7 years of relevant experience and post-s

  • Executive Director

    7 days ago

    Calgary, Canada Director File Full time

    The Executive Director will collaborate and partner with the Artistic Director to lead the organization and will be considered the Chief Executive Officer responsible to the Board of Directors for all operations of the CIVIC.The successful candidate will be a highly motivated, passionate, self-directed professional with multi-faceted skills to manage a wide...

  • ▷ (15h Left) Executive Director

    6 days ago

    Calgary, Canada Director File Full time

    The Executive Director will collaborate and partner with the Artistic Director to lead the organization and will be considered the Chief Executive Officer responsible to the Board of Directors for all operations of the CIVIC. The successful candidate will be a highly motivated, passionate, self-directed professional with multi-faceted skills to manage a...

  • Director & Senior Trust Officer

    2 days ago

    Calgary, Canada BMO Financial Group Full time

    Date limite pour présenter sa candidature : 03/03/2025Adresse : 525 8th Ave SW East TowerGroupe de famille d'emploi : Ventes et service, Gestion de patrimoineAs a Director & Senior Trust Officer, you provide high quality client service to trust/estate/POA/agency clients, through utilizing exceptional relationship building skill, solid technical knowhow, and...

  • Senior Trust Officer

    7 days ago

    Calgary, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Senior Trust Officer working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager responsible for supporting the company's strategy and revenue goals by profitably delivering a best in class client experience and...

  • Senior Trust Officer

    7 days ago

    Calgary, Alberta, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Senior Trust Officer working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager responsible for supporting the company's strategy and revenue goals by profitably delivering a best in class client experience and...

  • Director & senior trust officer

    6 days ago

    Calgary, Canada BMO Financial Group Full time

    Date limite pour présenter sa candidature :03/03/2025Adresse :525 8th Ave SW East TowerGroupe de famille d'emploi :Ventes et service, Gestion de patrimoineDescription du posteAs a Director & Senior Trust Officer, you provide high quality client service to trust/estate/POA/agency clients, through utilizing exceptional relationship building skill, solid...

  • Director & senior trust officer

    7 days ago

    Calgary, Alberta, Canada BMO Financial Group Full time

    Date limite pour présenter sa candidature :03/03/2025Adresse :525 8th Ave SW East TowerGroupe de famille d'emploi :Ventes et service, Gestion de patrimoineDescription du posteAs a Director & Senior Trust Officer, you provide high quality client service to trust/estate/POA/agency clients, through utilizing exceptional relationship building skill, solid...

  • Director & Trust Officer

    7 days ago

    Calgary, Canada BMO Full time

    Application Deadline: 12/01/2024 Address: 4954 Richard Rd SW Job Family Group: Wealth Sales & Service 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...

  • Director & Trust Officer

    5 days ago

    Calgary, Alberta, Canada BMO Full time

    Application Deadline: 12/01/2024 Address: 4954 Richard Rd SW Job Family Group: Wealth Sales & Service 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...

  • Trust Officer

    7 days ago

    Calgary, Alberta, Canada Hager & North Investment Funds Ltd Full time

    Join to apply for the Trust Officer role at PH&N InstitutionalWhat 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...

  • Trust Officer

    6 days ago

    Calgary, Canada Hager & North Investment Funds Ltd Full time

    Join to apply for the Trust Officer role at PH&N InstitutionalWhat 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...

  • Senior Trust Officer

    2 days ago

    Calgary, Alberta, Canada Scotiabank Full time

    Requisition ID: 210215Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Senior Trust Officer working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager responsible for supporting the company's strategy and revenue goals by profitably delivering a best in...

  • Trust Officer

    23 hours ago

    Calgary, Alberta, Canada Scotiabank Full time

    **Overview**We are seeking an experienced Trust Officer to join our team at Scotia Wealth Management. As a key member of our staff, you will be responsible for delivering exceptional client service and providing high-quality trust administration services.**Key Responsibilities**Provide proactive and personalized client service to high net worth clients and...

  • Executive Officer

    7 days ago

    Calgary, Alberta, Canada Director File Full time

    About UsWe are a non-profit arts organization committed to enriching our community through creative programming.Job Description:The Executive Director will oversee all aspects of the organization's operations, ensuring smooth execution and growth.Requirements:Proven track record in non-profit arts managementStrong leadership and communication skillsAbility...

  • Trust Officer

    3 weeks ago

    Calgary, 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

    7 days ago

    Calgary, Alberta, Canada RBC Full time

    Job SummaryThis role offers the opportunity to create exceptional client experiences by providing superior service and comprehensive estate and trust solutions.You will achieve business results in partnership with the team, identifying, growing, and retaining a long-term profitable high net worth (HNW) portfolio of clients.By leveraging cross-selling...

  • Trust Officer

    6 days ago

    CALGARY, Canada Royal Bank of Canada Full time

    Job Summary Job Description 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...

  • Trust Officer

    4 weeks ago

    Calgary, Canada TD Bank Full time

    **Work Location**: Calgary, Alberta, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $76,800 - $115,200 CAD TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **Private Trust**builds...

  • Trust Officer

    7 days ago

    Calgary, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat 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...

  • Trust Officer

    1 day ago

    Calgary, Canada RBC Full time

    Job SummaryJob Description 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...