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Added 3 mins ago
A
Senior Manager
Ashling
Toronto, ON
- $125,000 to $140,000 CAD / year
- Full-time
As a Senior Manager, you will lead multiple project teams and workstreams within complex client engagements. You’ll be accountable for successful delivery, client value, project quality,…
Added 3 mins ago
RU
Office Clerk
Ricoh USA, Inc.
Toronto, ON
- Full-time
Collects data for the completion of the monthly management report as directed by the Site Manager/Supervisor;
Added 3 mins ago
P
Spécialiste bilingue des applications cliniques - Surveillance des patients en milieu hospitalier (poste sur le terrain au Québec)
Philips
Montreal, QC
- Full-time
Utiliser des compétences exceptionnelles en matière d'organisation et de service client pour offrir un soutien avant-vente et offrir de la formation après-vente sur l’utilisation des…
Added 3 mins ago
B
Facility Manager II
BGIS
Toronto, ON
- Full-time
…drive innovation for our clients’ businesses. Globally, we manager over 320 million square feet of client portfolios across 30,000+ locations in North America, Europe, Middle East,…
Added 3 mins ago
VC
Regional Trainer, Canada
Van Cleef & Arpels
Toronto, ON
- Full-time
…training related activities in the region in coordination with manager. Program topics include, but are not limited to sales generation, client experience, Maison heritage, product…
Added 4 mins ago
A
Représentant(e) des ventes en relations bancaires/Banking Relationship Sales Representative
ADP
Montreal, QC
- Full-time
Added 4 mins ago
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Assistant Branch Manager
Investia Financial Services
Vancouver, BC
- Full-time
The Assistant Branch Manager is a full-time, on-site position based in Vancouver B.C. This role works closely with the Branch Manager in supporting the overall operation, development, and…
Added 4 mins ago
LB
Digital project manager (Health marketing agency)
Lemieux Bédard
Montreal, QC
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The Digital Project Manager is responsible for maintaining active communication with various departments and the programming team. They plan and coordinate the progress of projects, ensure…
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GO
Project Engineer
Grey Owl Engineering Ltd
Calgary, AB
- Full-time
o Development of meeting agendas and participation in client meetings
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Regional Trainer, Canada
Richemont
Toronto, ON
- Full-time
…training related activities in the region in coordination with manager. Program topics include, but are not limited to sales generation, client experience, Maison heritage, product…
Added 4 mins ago
Bilingual Customer Service Specialist
The Canada Life Assurance Company
Montreal, QC
Reporting to the Associate Manager, you will be accountable for:
Added 4 mins ago
Business Analyst
Government of Alberta
AB
…electronic health record (EHR), providing a trusted source of Client (Patient), Delivery Site, Organization, and Health Care Provider information to authorized custodians of the health…
Added 4 mins ago
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Senior Associate, Investor Services
SS&C Technologies
Mississauga, ON · Toronto, ON
- Full-time
Your Future: RRSP Matching Program, Professional Development Reimbursement
Added 19 mins ago
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Manager - Product Control – Central Funding Group
RBC
Toronto, ON
- Full-time
Strong ability to work independently with minimal guidance from manager
Added 19 mins ago
Data Analyst
City of Edmonton
AB
Under the direction of the Manager, Fleet and Facility Analytics, this position provides analytical support for the Fleet & Facility Services branch by building data sources, developing…
Added 19 mins ago
UH
Maintenance Mechanic
University Health Network
Toronto, ON
- Full-time
Assists in the co-ordination of work activities with various client groups in the efficient completion of assignments.
Added 19 mins ago
UH
Aide / Porter
University Health Network
Toronto, ON
- Contract
Client service oriented, with the ability to effectively work with diversity and appreciate that people with different opinions, backgrounds and characteristics bring richness to the…
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Nutrition Porter, Warewashing
University Health Network
Toronto, ON
- Part-time
Client service oriented, with the ability to effectively work with diversity and appreciate that people with different opinions, backgrounds and characteristics bring richness to the…
Added 19 mins ago
UH
Aide / Porter
University Health Network
Toronto, ON
- Contract
Client service oriented, with the ability to effectively work with diversity and appreciate that people with different opinions, backgrounds and characteristics bring richness to the…
Added 19 mins ago
UH
Maintenance Mechanic
University Health Network
Toronto, ON
- Full-time
Assists in the co-ordination of work activities with various client groups in the efficient completion of assignments.
Added 19 mins ago
UH
Nutrition Aide, Food Delivery
University Health Network
Toronto, ON
- Part-time
Client service oriented, with the ability to effectively work with diversity and appreciate that people with different opinions, backgrounds and characteristics bring richness to the…
Added 19 mins ago
WT
Manager, Collateral Management
Wealthsimple Technologies
Remote, Canada
- $116,000 to $145,000 CAD / year
- Full-time
- Remote
As the Manager, Collateral Management, you will report to the Senior Manager of Cash & Collateral Management and will be responsible for collaborating with a number of stakeholders to…
Added 19 mins ago
RB
Manager - Product Control – Central Funding Group
Royal Bank of Canada
Toronto, ON
- Full-time
Strong ability to work independently with minimal guidance from manager
Added 19 mins ago
RB
Financial Planner Relationship Manager
Royal Bank of Canada
Pickering, ON
- Full-time
Business Development, Client Centricity, Communication, Long Term Planning
Added 19 mins ago
RB
Senior Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Brossard, QC · Montreal, QC
- Full-time
…highly developed experience with financial analysis, credit, and client acquisition takes centre stage. Your finely honed solution-development skills, combined with your innate salesmanship…

BMO

National Director, Wills and POA

Toronto, ON, Canada
FCP, Canada

$85,500.00 - $185,000.00 · Full-time

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Job details

Pay: $85,500.00 - $185,000.00
Job type: Full-time
Apply by: Nov 27, 2026
Experience: Typically 9+ years of relevant experience and post-secondary degree in a related field or an equivalent combination of education and experience.
Posting language: English
Posted: Nov 5, 2026

Original job description

Application Deadline:

11/26/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

BMO Trust Company is a leading provider of trust, estate, fiduciary, and wealth administration services, helping clients preserve, protect, and transfer wealth across generations. As part of BMO Private Wealth, BMO Trust Company partners closely with Investment Professionals and Private Banking professionals to deliver integrated solutions to high-net-worth and ultra-high-net-worth clients across Canada.

The National Director, Wills & Powers of Attorney is responsible for the strategic leadership, governance, oversight, and ongoing evolution of BMO Trust Company's national Will and Power of Attorney (POA) program. The role provides enterprise-wide leadership for program standards, quality management, governance, risk oversight, and business execution while supporting advisors and specialists across Canada.

Working closely with Trust Professionals and business leaders, the successful candidate will establish and maintain program frameworks, oversee the Will Bank governance model, provide technical expertise and escalation support, and drive initiatives that enhance client experience, operational effectiveness, and business growth.

Key Accountabilities

Leads the strategic direction, governance, and ongoing development of BMO Trust Company's national Will and POA program.
Establishes and maintains national standards, templates, required clauses, operating procedures, and best practices supporting Will and POA activities.
Oversees the governance and quality management framework of the Will Bank program, including quality control standards, monitoring, and continuous improvement initiatives.
Provides technical expertise, coaching, guidance, and escalation support to Trust & Estate Advisors (TEAs), Trust & Estate Consultants (TECs), Will & Estate Advisors (WEAs), Trust Officers, and other internal partners across Canada.
Serves as the senior subject matter expert on Will and POA-related matters, providing consultation on complex client, business, and operational issues.
Partners with Legal, Compliance, Risk, Operations, and Trust leadership teams to ensure adherence to regulatory requirements, trust company standards, and fiduciary obligations.
Develops and maintains program reporting, quality metrics, dashboards, and management information to monitor effectiveness and identify opportunities for enhancement.
Leads the implementation of program enhancements, process improvements, and strategic initiatives to support business growth, client experience, and operational effectiveness.
Identifies emerging trends, regulatory developments, and industry best practices impacting estate planning, wills, powers of attorney, and fiduciary services.
Builds effective relationships with internal stakeholders and influences decision-making across business groups.
Leads change management initiatives, stakeholder communications, training programs, and adoption activities related to the Will and POA program.
Supports the development of business cases, strategic recommendations, and program roadmaps that align with BMO Trust Company and BMO Private Wealth objectives.
Operates as a senior specialist resource across BMO and influences how teams and business groups work together to achieve desired client and business outcomes.
Takes measured risks while protecting the Bank by applying the Risk Management Framework in the execution of accountabilities and ensuring adherence to applicable policies, standards, procedures, laws, and regulations.

Qualifications

Typically 9+ years of relevant experience and post-secondary degree in a related field or an equivalent combination of education and experience.
LLB-JD is required. LLM, TEP is an asset
Deep expertise in estate planning, wills, powers of attorney, fiduciary services, trust administration, wealth planning, or related disciplines.
Demonstrated experience leading enterprise-wide programs, governance frameworks, strategic initiatives, or business transformation efforts.
Strong knowledge of trust company operations, risk management, governance, and compliance requirements.
Experience developing and implementing standards, controls, quality frameworks, and operating procedures.
Proven ability to influence senior leaders and manage complex stakeholder relationships across multiple functions.
Strong analytical, strategic thinking, and problem-solving skills.
Excellent communication, presentation, and relationship management skills.
Ability to lead change and drive execution in a complex, matrixed environment.
Experience working with high-net-worth and ultra-high-net-worth clients and families is an asset.
Experience within trust companies, private wealth management, estate planning, legal services, or fiduciary businesses is preferred.

Salary:

$85,500.00 - $185,000.00

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: https://jobs.bmo.com/global/en/Total-Rewards

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 https://jobs.bmo.com/ca/en.

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.

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More about this job

Responsibilities

The National Director is responsible for the strategic leadership, governance, and evolution of the national Will and Power of Attorney program. They provide enterprise-wide oversight, technical expertise, and ensure adherence to regulatory and fiduciary obligations across the business.

Requirements

Candidates must possess a minimum of 9 years of relevant experience and an LLB-JD degree. Deep expertise in estate planning, trust administration, and governance frameworks within a financial or legal environment is required.

Skills

Strategic leadership
Governance
Risk management
Estate planning
Fiduciary services
Trust administration
Wealth management
Quality management
Change management
Stakeholder management
Regulatory compliance
Technical expertise
Process improvement
Business development
Analytical skills
Communication

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wills
Powers of Attorney
Trust Company
Wealth Management
Estate Planning
Fiduciary
Governance
Risk Management
Compliance
LLB-JD
LLM
TEP
Strategic Leadership
Quality Control
Business Execution
Stakeholder Management
Change Management
Regulatory Requirements
Operational Effectiveness
High-net-worth
Ultra-high-net-worth
Trust Administration
Program Management
Financial Services
Legal Services

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