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Added 7 mins ago
Director, Corporate Compliance & Enterprise Risk
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
As a trusted advisor to leaders across TCHC and to the Board of Directors, you will bring clarity to complex and emerging risks and inform enterprise-wide decisions. Your advice will…
Added 7 mins ago
Director, Corporate Compliance & Enterprise Risk
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
As a trusted advisor to leaders across TCHC and to the Board of Directors, you will bring clarity to complex and emerging risks and inform enterprise-wide decisions. Your advice will…
Added 7 mins ago
SG
Employee Experience Manager
Saliance Global Holdings Co. Ltd
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
· Serve as a trusted advisor to the CEO, directors, managers, and employees on HR-related matters.
Added 7 mins ago
P
Finance Director
Pollin
Toronto, ON
- Full-time
Act as a strategic advisor to the executive team on financial planning, growth, and expansion initiatives
Added 7 mins ago
DC
International Student Advisor
Douglas College
New Westminster, BC
- Full-time
…procedures, relevant to international students, make you a trusted advisor and a valuable member of our team. In the face of challenging situations, you navigate through them with sound…
Added 22 mins ago
AG
Senior Manager, HR Operations
Altus Group
Toronto, ON
- Full-time
Added 22 mins ago
M
Generalist, Regional Human Capital
MNP
Winnipeg, MB
- Full-time
…continues to stand out as an employer of choice. As a trusted advisor, you’ll implement and support strategies, programs and processes that attract, develop, train and retain our firm’s…
Added 37 mins ago
Senior Financial Advisor Nelson Road Branch - Saskatoon SK
Scotiabank
Saskatoon, SK
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 37 mins ago
Financial Advisor - Stony Plain, AB
Scotiabank
Stony Plain, AB
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 37 mins ago
Senior Financial Advisor - Oromocto, NB
Scotiabank
Oromocto, NB
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 37 mins ago
ScotiaMcLeod Administrative Associate
Scotiabank
White Rock, BC
As an Administrative Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing…
Added 37 mins ago
Advisor Resource Acquisition
Independent Electricity System Operator
Canada
The Advisor, Resource Acquisition will help develop qualitative and quantitative analysis to help shape the design, development and execution of Resource Adequacy mechanisms and broader…
Added 37 mins ago
S
Paid Services Beauty Advisor II - Part Time
Sephora
Brantford, ON
- Part-time
The Paid Service Beauty Advisor is a certified beauty services expert who delivers personalized, paid beauty services within the Beauty Studio while creating an inclusive, elevated client…
Added 52 mins ago
NM
Advisor, Reliability
Newmont Mining Corporation
Dease Lake 9, BC
- $85,400 to $113,900 CAD / year
- Full-time
Added 52 mins ago
T&
Senior Project Leader
Turner & Townsend
Ottawa, ON
- Full-time
The successful candidate will serve as a trusted advisor to senior stakeholders, guiding the project through planning, design, procurement, construction, commissioning, and operational…
Added 52 mins ago
B
Senior Strategist, Enterprise
BrainStation
Toronto, ON
- Full-time
Act as a trusted advisor to your clients, leading them through opportunity discovery and managing the day-to-day relationship across the life of an engagement
Added 52 mins ago
B
Manager, Enterprise
BrainStation
Toronto, ON
- Full-time
Serve as the senior day-to-day advisor to your clients, leading them through opportunity discovery, managing expectations and stakeholders, and ensuring each engagement delivers measurable…
Added 1 hour ago
Miyuuhpichinaausuwin Apatisiiwin - Pedagogical Officer
Cree Nation Government
QC
Collaborate with the Pedagogical Advisor in the development of assessment and developmental tools for the local Pedagogical Counsellors, Coordinators and Educators so they can understand…
Added 1 hour ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Winnipeg, MB
We’re searching for an Insurance Advisor. Are you searching for new possibilities?
Added 1 hour ago
Insurance Advisor, Online Auto Services
Talent Acquisition Team at Westland Insurance. Text reply only.
Surrey, BC
We’re searching for an Insurance Advisor, Online Auto Services. Are you searching for new possibilities?
Added 1 hour ago
QM
Spécialiste en protection automobile / Vehicle Protection Specialist
Quantum Management Services Ltd.
Laval, QC
- Full-time
- Experience as an auto mechanic, a service advisor, body technician, service manager, warranty administrator, or auto claims adjuster
Added 1 hour ago
D
Product Owner, Product Management
Desjardins
Levis, QC · Montreal, QC
- Full-time
…experts in a variety of fields. You will serve as a specialized advisor and subject matter expert in your field, and act as a contact and coach for decision makers. More specifically, you…
Added 1 hour ago
PM
Director of Finance
Pulse Medica
Edmonton, AB
- Full-time
…speed. Our technology blends real-time computer vision, deep learning, and 3D imaging with high-precision laser systems to create new treatment solutions to prevent vision loss. By uniting…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Lorrainville, QC · Montreal, QC · Notre-Dame-du-Nord, QC · Témiscaming, QC · Caisse Desjardins du Témiscamingue
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
B
Sourcing Manager, Marketing Category
BMO
Toronto, ON · YNG
- Full-time
This role acts as a trusted sourcing advisor to assigned business groups, helping stakeholders evaluate sourcing alternatives, supplier capabilities, commercial models, market conditions,…

BMO

Regional Director of Trust - Prairies

Calgary, AB, Canada
CALG, Canada

$120,000.00 - $215,000.00 · Full-time

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Job details

Pay: $120,000.00 - $215,000.00
Job type: Full-time
Apply by: Nov 30, 2026
Experience: Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Nov 2, 2026

Original job description

Application Deadline:

11/29/2026

Address:

525 8th Ave SW East Tower

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 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.

Monitors performance results at the regional, market and sales professional level; develops action plans to resolve gaps.
Oversees the provision of content and marketing materials for new business proposals e.g. special fee arrangements, technical information materials; ensures new business meets policy and procedures requirements for profitability and risk management.
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.
Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
Develops an expert understanding of business/group challenges.
Networks with industry contacts to gather competitive insights and best practices.
Recommends measures to improve organizational effectiveness.
May consult to or serve on various committees and task forces.
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
Conducts independent analysis and assessment to resolve strategic issues.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Acts as the prime contact for internal/external stakeholder relationships, which may include regulators.
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.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
Leads / participates in the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines.
May provide specialized support for other internal and external regulatory requirements.
Oversees the design, development, and implementation of tools and training required to deliver business results.
Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.
Leads/supports contract negotiations with vendors, balancing cost, risk and performance.
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.
Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
Influences how teams/groups work together.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
Communicates abstract concepts in simple terms.
Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
Anticipates trends and responds by implementing appropriate changes.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Professional Certifications and/or Advanced Degrees preferred: JD, CPA, CFA, CFTA
Expert knowledge and technical proficiency related to private wealth management strategies, issues and trends
Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth (HNW) markets
Expert knowledge of all applicable compliance and industry regulations.
Seasoned expert with extensive industry knowledge.
Technical leader viewed as a thought leader for innovation.
Verbal & written communication skills - Expert.
Analytical and problem solving skills - Expert.
Influence skills - Expert.
Collaboration & team skills; with a focus on cross-group collaboration - Expert.
Able to manage ambiguity.
Data driven decision making - Expert.

Salary:

$120,000.00 - $215,000.00

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

Leads regional trust and estate sales, service, and fiduciary account administration, while developing client relationships and identifying opportunities to grow business. Oversees strategic initiatives, performance, risk and compliance, operational programs, stakeholder relationships, and team support to meet business and financial goals.

Requirements

Typically requires 9 or more years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience. Requires expert knowledge of private wealth management, high-net-worth banking, trust and estate matters, and applicable regulations; preferred credentials include a JD, CPA, CFA, or CFTA.

Skills

Trust And Estate Administration
Private Wealth Management
Fiduciary Account Management
High-Net-Worth Banking
Regulatory Compliance
Strategic Planning
Business Development
Risk Management
Analytical And Problem-Solving Skills
Data-Driven Decision-Making
Communication
Influence
Cross-Group Collaboration
Change Management
Vendor Relationship Management

Benefits

Health Insurance
Tuition Reimbursement
Accident Insurance
Life Insurance
Retirement Savings Plans
Performance-Based Incentives
Discretionary Bonuses

Visa sponsorship

Not detected in the job text

Keywords

Trust And Estate
Fiduciary Accounts
Probate Accounts
Private Wealth Management
High-Net-Worth Markets
Banking Services
Sales And Service
Business Development
Risk Management Framework
Regulatory Compliance
Strategic Initiatives
Performance Monitoring
Data Governance
Reports And Dashboards
Change Management
Governance Meetings
Policies And Procedures
Vendor Management
Contract Negotiations
Training Programs
Financial Reports
Asset And Account Reconciliation
Trade Activity
Fee Collection
JD
CPA
CFA
CFTA

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