Trust Officer

1 week ago


Calgary, Alberta, Canada BMO Financial Group Full time

Are you a seasoned professional seeking a challenging role at BMO Financial Group? We invite applications for the position of Trust Officer & Portfolio Manager. This exciting opportunity will enable you to leverage your expertise in trust tax, accounting, and investment management to drive exceptional client experiences.

About the Role

This leadership position is responsible for providing high-quality service and technical expertise to our esteemed Trust & Estate clients. You will be expected to deliver an exceptional client experience by working collaboratively with the regional team as part of the client/relationship management solution.

  • You will manage fiduciary accounts, ensuring compliance with regulations and company standards.
  • Develop and implement solutions based on thorough analysis of issues and their implications for the business and clients.
  • Collaborate with the branch and regional teams to ensure seamless execution of business strategies.
  • Provide day-to-day technical support to team members, ensuring they are equipped to handle complex fiduciary account management tasks.
  • Monitors and tracks performance, addressing any issues promptly.
Responsibilities

In this role, you will be accountable for:



  • Calgary, Alberta, Canada Dollar Trust Full time

    About the RoleWe are seeking a skilled and detail-oriented office coordinator to join our team at Dollar Trust. As an office coordinator, you will play a vital role in maintaining the smooth operation of our office.Job SummaryThe successful candidate will be responsible for providing administrative support to our staff, handling daily tasks such as...

  • Cybersecurity Leader

    3 weeks ago


    Calgary, Alberta, Canada Peoples Trust Full time

    About People's Trust:We are a boutique financial institution with offices located in Vancouver, Calgary, Toronto, and Montreal. Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge and experience.About the role:We are seeking a dynamic and entrepreneurial leader with...


  • Calgary, Alberta, Canada Dollar Trust Full time

    About Dollar TrustWe are seeking a highly organized and detail-oriented Office Support Professional to join our team at Dollar Trust. As an Office Support Professional, you will be responsible for providing administrative support to our staff and ensuring the smooth operation of our office.SalaryThe estimated salary for this position is between $35,000 and...


  • Calgary, Alberta, Canada Dollar Trust Full time

    Job Summary: We are seeking a detail-oriented and organized Office Support Specialist to join our team at Dollar Trust. In this role, you will provide administrative support to our staff, ensuring the smooth operation of our office. Your primary responsibilities will include typing and proofreading correspondence, processing incoming and outgoing mail, and...

  • Trust Officer

    3 weeks ago


    Calgary, Alberta, Canada Royal Bank of Canada> Full time

    Job OverviewWe are seeking a skilled Trust Officer to join our team at Royal Bank of Canada. As a key member of our wealth management group, you will play a vital role in providing exceptional client service and comprehensive estate and trust solutions.About the RoleThis is an exciting opportunity for a motivated individual with 2-4 years of related...


  • Calgary, Alberta, Canada Law Society Full time

    We are seeking a highly skilled and detail-oriented Trust Accounting Auditor to join our dynamic Trust Safety Department. As an auditor, you will play a critical role in upholding the integrity of the legal profession by ensuring lawyers adhere to trust accounting rules.This opportunity will challenge an experienced auditor who values ongoing learning,...

  • Trust Fund Manager

    4 weeks ago


    Calgary, Alberta, Canada Royal Bank of Canada Full time

    Royal Bank of Canada is seeking a skilled Trust Officer to join our team in Calgary, Canada. This exciting role offers a comprehensive compensation package including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.The ideal candidate will have 2-4 years of experience in the field and a strong understanding of...


  • Calgary, Alberta, Canada Peoples Trust Full time

    About Peoples TrustPeoples Trust is a boutique financial institution with offices located in key locations across Canada. Our mission is to deliver exceptional customer service, backed by extensive product knowledge and experience.Our culture at Peoples Trust is built on our values: Trustworthy, Creative, and Willing. We prioritize risk-based practices and...


  • Calgary, Alberta, Canada Peoples Trust Full time

    Company OverviewPeoples Trust is a boutique financial institution with a strong presence in the Canadian marketplace, having served clients for over 35 years. Our mission is to deliver exceptional customer service and provide extensive product knowledge and experience.We prioritize risk-based practices and procedures to remain risk intelligent and compliant....


  • Calgary, Alberta, Canada Peoples Trust Full time

    About UsPeoples Trust, a boutique financial institution with offices in Vancouver, Calgary, Toronto, and Montreal, has been serving the Canadian market for over 35 years. Our mission is to exceed customer expectations by providing exceptional service backed by extensive product knowledge and experience.CultureOur culture is built on three core values:...


  • Calgary, Alberta, Canada Dollar Trust Full time

    Dollar Trust is seeking a highly organized and detail-oriented Business Operations Assistant to join our team. As a key member of our operations team, you will be responsible for providing administrative support to ensure the smooth day-to-day functioning of our office.The estimated salary for this role is $35,000 - $45,000 per year, depending on location...


  • Calgary, Alberta, Canada Peoples Trust Full time

    Job DescriptionWe are seeking a highly skilled Commercial Sales Coordinator to join our team at Peoples Trust. As a key member of our sales team, you will play a critical role in building relationships with clients and driving business growth.This is an exciting opportunity for a motivated and results-driven individual who is passionate about commercial...


  • Calgary, Alberta, Canada Dollar Trust Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Business Operations Assistant to join our team at Dollar Trust.About the RoleThis is a permanent full-time opportunity with a competitive salary of $55,000 - $65,000 per year, depending on experience. The successful candidate will work 32-44 hours per week in a fast-paced office...


  • Calgary, Alberta, Canada Peoples Trust Full time

    About UsAt Peoples Group, a boutique financial institution with offices in Vancouver, Calgary, Toronto, and Montreal, we have been serving the Canadian marketplace for over 35 years.Our mission is to deliver exceptional customer service backed by extensive product knowledge and experience.We value people, building relationships, and focusing on strengths; we...


  • Calgary, Alberta, Canada ExecThread Full time

    Network and Infrastructure LeadershipThe ExecThread team is seeking a Chief Information Officer to lead our network and infrastructure efforts. This strategic role involves collaborating with technology teams to design and implement technology strategies, focusing on public and private cloud infrastructure and network operations.This position demands strong...


  • Calgary, Alberta, Canada Smith + Andersen Full time

    About Smith + AndersenFounded in 1965, Smith + Andersen is a trusted Canadian consulting engineering firm with offices across the country. Our team has established lasting relationships with public and private sector clients through our client-focused approach.

  • Regional Jury Officer

    4 weeks ago


    Calgary, Alberta, Canada Government of Alberta Full time

    About UsThe Government of Alberta's Court of King's Bench Administration is responsible for the efficient and secure conduct of jury trials.RoleThe Regional Jury Officer plays a crucial role in supporting the jury selection process and ensuring the safety and security of jurors throughout the trial.This position requires strong communication and...


  • Calgary, Alberta, Canada Odgers Berndtson Full time $64,002

    About the CompanyOdgers Berndtson is a global leader in executive search, providing an integrated approach to talent management.Salary and BenefitsThe estimated salary for this position is $55,000 - $65,000 per annum, plus eligibility for discretionary bonuses and/or salary increases in accordance with company policy. Additionally, benefits include dental...


  • Calgary, Alberta, Canada Alberta Ltd. Full time

    Job Title: Housekeeping Assistant - Office CleanerWe are seeking a reliable and detail-oriented Housekeeping Assistant to join our team at Alberta Ltd.About the JobThis is a permanent position, working 30 hours per week. The successful candidate will be responsible for maintaining a clean and safe environment in our office building.ResponsibilitiesSweep,...


  • Calgary, Alberta, Canada Ethox Energy ltd. Full time

    Job DescriptionWe are seeking a highly motivated Lead Sustainability Officer to join our team at Ethox Energy ltd.The successful candidate will have the opportunity to play a key role in driving the company's growth and impact in the low-carbon energy sector.Key Responsibilities:Strategic Leadership: Collaborate with the CEO to develop and execute Ethox...