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Added 11 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
At Baker Tilly, we care about the impact you make. That’s why we’re invested in your growth from day one - because the steps you take today define your tomorrow.
Added 12 hours ago
C
VP Consulting Services, Banking & Financial Services
CGI
Montreal, QC
- Full-time
Reporting to the Senior Vice-President, Consulting Services, you will operate with significant ownership of your portfolio, leading a high-performing team while being accountable for…
Added 14 hours ago
NB
Private Banker
National Bank of Canada
Moncton, NB
- Full-time
Act as a trusted strategic advisor by identifying business opportunities and recommending solutions that align with clients’ financial objectives.
Added 16 hours ago
SA
Senior Customer Success Manager
STAN AI
Toronto, ON · North York, ON
- $100,000 to $135,000 CAD / year
- Full-time
We are looking for a Senior Customer Success Manager who is obsessed with turning users into lifelong advocates. In this role, you will own the end-to-end post-sales journey for our most…
Added 17 hours ago
EC
Senior Customer Success Manager, Defence
Esri Canada
Ottawa, ON
- Full-time
Reporting to the Director of Federal Sector, the person in this role provides senior-level customer success and account leadership for complex, high-value Department of National Defence…
Added 17 hours ago
EC
Senior Customer Success Manager, Prairies
Esri Canada
AB · Edmonton, AB
- Full-time
Reporting to the Prairies Region Director, the person in this role provides senior‑level customer success and account leadership for complex, high‑value GIS customers. Operating with broad…
Added 23 hours ago
NB
Senior Treasury Manager, Creative Media & Technology
National Bank of Canada
Vancouver, BC
- Full-time
Joining National Bank means working with a team of specialists who support innovative companies at every stage of their growth journey. As a Senior Treasury Manager within Commercial…
Added 23 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
At Baker Tilly, we care about the impact you make. That’s why we’re invested in your growth from day one - because the steps you take today define your tomorrow.
Added 1 day ago
Director, Total Rewards
Transportation Equipment Network - Canada
Mississauga, ON
…to lead our compensation, benefits, payroll, and incentive programs across the United States and Canada. Reporting to the CHRO, this role will ensure our total rewards programs are…
Added 1 day ago
K
Senior Lead, Customer Technology Advisor
Kyndryl
Toronto, ON
- Full-time
Join our dynamic team as a Customer Technology Advisor and become an integral part of our cutting-edge Go-To-Market team. As a certified expert in your field, you’ll be at the forefront of…
Added 1 day ago
NB
Director, Credit Risk
National Bank of Canada
AB · Edmonton, AB
- Full-time
National Bank values continuous development and internal mobility. Our personalized learning programs, based on learning through action, help you master your role and expand your expertise.…
Added 1 day ago
NB
Senior Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
…demonstrates sound judgment, takes initiative, anticipates client and advisor needs, and contributes meaningfully to the continued growth of our…
Added 1 day ago
NB
Senior Advisor Innovation and Performance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Innovation and Performance within the Insurance Sales and Distribution team at National Bank means acting as a strategic partner in the sector’s transformation…
Added 2 days ago
Health and Safety Coordinator - Winter 2026/27
Sunshine Village Corporation
Banff, AB
…sites. The Health and Safety Coordinator reports to the Benefits Advisor and Health and Safety Advisor on day-to-day tasks and works closely with all Resort…
Added 2 days ago
Segment Interface Manager
Bechtel Corporation
Toronto, ON
…Project Delivery team (comprising the customer, MX; the Technical Advisor, and Bechtel as the Delivery…
Added 2 days ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Calgary, AB
- Full-time
We are seeking a Senior Compliance and Licensing Specialist to provide dedicated compliance and risk management support with a primary focus on Employee Benefits & Retirement (EB&R), while…
Added 2 days ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Montreal, QC
- Full-time
We are seeking a Senior Compliance and Licensing Specialist to provide dedicated compliance and risk management support with a primary focus on Employee Benefits & Retirement (EB&R), while…
Added 2 days ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Chilliwack, BC
- Full-time
We are seeking a Senior Compliance and Licensing Specialist to provide dedicated compliance and risk management support with a primary focus on Employee Benefits & Retirement (EB&R), while…
Added 2 days ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Vancouver, BC
- Full-time
We are seeking a Senior Compliance and Licensing Specialist to provide dedicated compliance and risk management support with a primary focus on Employee Benefits & Retirement (EB&R), while…
Added 2 days ago
HI
Senior Compliance and Licensing Specialist
HUB International Québec Ltd
Toronto, ON
- Full-time
We are seeking a Senior Compliance and Licensing Specialist to provide dedicated compliance and risk management support with a primary focus on Employee Benefits & Retirement (EB&R), while…
Added 2 days ago
OH
Senior Advisor, Clinical Cardiac
Ontario Health | Santé Ontario
ON · Ontario, Canada
- Full-time
The Senior Advisor brings expert clinical knowledge, experience, and insight to the development and implementation of strategy, health system policy, system planning, and performance…
Added 2 days ago
IW
Senior Manager, Events
IG Wealth Management
MB · Manitoba, Canada
- Full-time
The Senior Manager, Events & Experience is responsible for leveraging strategic event marketing and experience design to support the sales, distribution, and growth objectives of IG Wealth…
Added 2 days ago
IW
Senior Manager, Events
IG Wealth Management
ON · Ontario, Canada
- Full-time
The Senior Manager, Events & Experience is responsible for leveraging strategic event marketing and experience design to support the sales, distribution, and growth objectives of IG Wealth…
Added 2 days ago
PC
Manager, Financial Services, Digital Banking Operations, Consulting
PwC Canada
Toronto, ON
- Full-time
Ability to act as a trusted advisor to senior client stakeholders, building and maintaining strong relationships.
Added 2 days ago
T
Senior Bodily Injury, Claims Advisor
TD
AB · Markham, ON · Calgary, AB
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…

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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