Current jobs related to Estate and Trust Consultant - Vaughan, Ontario - BMO

  • Registered Practical Nurse

    8 minutes ago

    Vaughan, Ontario, Canada COGIR Real Estate Full time

    DescriptionCogir Senior Living manages retirement residences across the country. We offer a range of senior living options including independent living, assisted living and memory care.For over 25 years, we have dedicated every day to the happiness of retirees.Human Focus – Creativity - ExcellenceWe're seeking individuals with a purpose and passion for...

  • Loan Consultant

    4 days ago

    Vaughan, Ontario, Canada Fairstone Bank of Canada Full time

    WHO WE AREFairstone Financial is a leading Canadian provider of responsible lending solutions. We offer personal loans and retail financing at the point of sale, helping individuals and businesses meet their financial goals with flexible, accessible options.We're not just in the lending business — we're in the business of finding solutions. Our Loan...

  • Sr. Consultant

    3 minutes ago

    Vaughan, Ontario, Canada CDW Canada Full time

    DescriptionAt CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It's why we're coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who...

  • Land Representative

    15 minutes ago

    Vaughan, Ontario, Canada LandSolutions Full time

    Company SummaryLandSolutions is actively engaged in all areas of land access, including Power (Generation and Transmission), Public Infrastructure, Renewable Energy, Oil and Gas (Upstream and Midstream), and Telecommunications. We are supported by more than 170 professionals and are well-established throughout Canada and the United States.Job OverviewThe...

  • Receptionist/Administrator

    6 minutes ago

    Vaughan, Ontario, Canada HighView Partners Full time

    Our client is a privately held, growing real estate and development services organization with a long-standing presence in the GTA. Operating from a centralized head office, they support a diverse portfolio of commercial assets and projects and are known for their operational discipline, long-term relationships, and stable leadership team. Your New...

  • Senior Financial Analyst, Reporting and FP&A

    5 minutes ago

    Vaughan, Ontario, Canada Lankin Investments Full time

    About the CompanyPutting People First, Every Day. Lankin Investments is a leading Canadian real estate investment & asset management firm with property under management of over $2B consisting of 6,200+ multi-family units and 2,500+ units in development. Our ethos is simple yet profound: Driven by our people, we foster financial prosperity and community value...

  • Senior Staff Accountant

    15 minutes ago

    Vaughan, Ontario, Canada TROIS Collective Full time

    Senior Staff AccountantVaughan, OntarioFull-Time, PermanentAbout CPA Solutions LLPCPA Solutions LLP, a progressive and expanding CPA firm is looking for a Senior Accountant in our new Vaughan office. We are looking for a motivated and an independent self-starter with experience on Caseware, Taxprep and Quickbooks.Our client base consists of a wide variety of...

  • Director, Strategic Accounts

    2 weeks ago

    Vaughan, Ontario, Canada Ware Malcomb Full time

    Are you ready to join a growth-oriented team where creativity meets innovation? At Ware Malcomb, we are a dynamic and forward-thinking design firm committed to pushing the boundaries. Our team-oriented, collaborative approach ensures that every project is a blend of visionary design, seamless project delivery, and we are actively engaged with both the...

  • Tax Director

    3 minutes ago

    Vaughan, Ontario, Canada W3Global Full time

    Role Overview (Scales By Experience)Depending on experience, the successful candidate will operate at the Manager, Senior Manager, or Director level with increasing responsibility for technical leadership, people development, and client relationship management.Key ResponsibilitiesTax Compliance & AdvisoryLead and review complex Canadian personal, corporate,...

  • Junior Claims Adjudicator

    5 minutes ago

    Vaughan, Ontario, Canada People Corporation Full time

    The Junior Claims Adjudicator (Term) provides timely and accurate adjudication and reimbursement of benefit claims submitted by members covered under the L.I.U.N.A. Local 183 Member's Benefit Trust Fund. He or she provides courteous and professional customer service while maintaining departmental standards.This is a 12 month fixed term, full-time, in-office...

Estate and Trust Consultant

33 minutes ago

Vaughan, Ontario, Canada BMO Full time $69,000 - $129,000

Application Deadline:

02/16/2026

Address:

100 New Park Place

Job Family Group:

Wealth Sales & Service

Provides high quality sales to Trust & Estate prospects and clients to deliver an exceptional client experience. Provides expertise for all aspects of Trust & Estate management. Collaborate closely with the Private Wealth and the broader BMO Client Strategy team to ensure holistic, coordinated client experience in conjunction with the families' wealth plan – delivering on Our Promise. Build and nurture relationships with centres of influence (legal advisors, tax professionals, family offices) to drive referrals and expand market presence. Identifies and makes referrals to other business groups as appropriate.

  • Represent BMO Trust Services at client events, professional forums, and community engagements.

  • Participate in or lead presentations, seminars, and outreach events aligned with growth and partnership strategies..

  • Identifies opportunities to grow existing relationships and develop new business.
  • Makes presentations to clients/prospects in conjunction with others based upon their needs.
  • 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.
  • 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.
  • Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
  • Strengthen BMO's trust and estate positioning through a credible, professional digital presence, including thought leadership, educational content, and participation in digital channels where appropriate.
  • 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.
  • Provides input into the planning and implementation of operational programs.
  • Executes work to deliver timely, accurate, and efficient service.
  • 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.
  • 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-secondary degree in related field of study or an equivalent combination of education and experience.
  • Bachelor's degree in Finance or related field preferred.
  • In-depth knowledge of Personal Trust Administration processes and procedures
  • In-depth knowledge of Trust Tax, Trust Accounting and Investment Management
  • In-depth knowledge of fiduciary laws including estate planning techniques, relevant tax regulations.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.

Salary:

$69, $129,

Pay Type:

Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: 

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.