Application Deadline:
11/29/2026
Address:
595 Burrard Street
Job Family Group:
Wealth Sales & Service
Role Overview
The Regional Support Manager, Trust, British Columbia & Prairies is responsible for providing leadership, operational support to the Trust professional support teams serving British Columbia and the Prairies regions.
Reporting to the Regional Director, Trust, the Regional Support Manager leads, coaches, and develops Trust support professionals and helps ensure the consistent delivery of timely, accurate, compliant, and high-quality service to clients, Trust Officers, and internal business partners.
The role supports the business objectives of British Columbia and the Prairies by enhancing team capability, optimizing capacity and workflow, strengthening operational discipline, supporting risk management, and driving continuous improvement. Working closely with regional leadership and trust professionals, the Regional Support Manager helps create an integrated, high-touch client experience while enabling the business to grow effectively and sustainably.
Key Accountabilities
- Supports and reports in to the Regional Director, Trust.
- Provides day to day support to the trust administration professionals
- Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
- Supports the Regional Director of Trust with day to day operations
- Ensures adherence to policies and procedures
- Supports risk management best practices
- Drives continuous improvement across team workflows
- Ensures alignment between values and behaviour that fosters diversity and inclusion.
- Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
- Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
- Attracts, retains, and enables the career development of top talent.
- Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
- Provides input to the market business development plan.
- Support the solution and implementation of addressing client concerns and escalations, as required.
- Performs risk assessments and monitoring to ensure there are no breaches in compliance.
- Makes recommendations to management about risk and regulatory requirements and compliance.
- Recommends and implements solutions based on analysis of issues and implications for the business and the client.
- Assists in the development of strategic plans.
- Identifies emerging issues and trends to inform decision-making around operational matters
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones
- Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
- Monitors and tracks performance of the trust support professionals and addresses any issues.
- Designs and produces regular and ad-hoc reports
- Ensures the effective implementation of Bank initiatives and programs.
- Models a mindset for continuous improvement and champions alternatives.
- Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
- Leads or participates in defining the communication plan designed to positively influence or change behaviour.
- Prepares documentation of compliance monitoring and risk assessments, and findings to management as per guidelines.
- Executes administrative reviews and filings according to Bank policies and procedures.
- Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
- Acts as a subject matter expert on business applications/systems.
- Monitors operational controls to identify any deficiencies and supports the initiation of appropriate corrective actions to ensure controls are adequate.
- Identifies and analyzes factors which may affect risk mitigation within the market and compliance with applicable regulatory requirements
- Monitors to ensures Branch adherence to internal/external Compliance regulations and requirements
- Provides input into the planning and implementation of operational programs.
- Executes work to deliver timely, accurate, and efficient service.
- Sources new sales & service professional candidates in collaboration with the Regional Director, Trust
- Supports the Trainee mentorship and supervises performance during and subsequent to their training period.
- Leads/participates in the design, implementation and management of core business/group processes.
- Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
- Performs various operational activities to meet business objectives, client needs, and maintain overall service levels.
- Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions.
- Meets high quality service standards to maximize relationship retention and growth.
- Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Works independently and regularly handles non-routine situations.
- Broader work or accountabilities may be assigned as needed.
- Travel: Approximately 10% travel within British Columbia and the Prairies may be required.
Qualifications
Education & Professional Experience
- Typically 5 to 7 years of progressively responsible experience in estate and trust administration, together with post-secondary education in a related field, or an equivalent combination of education and experience.
- Strong knowledge of estate and trust administration, fiduciary practices, products, processes, and related technologies.
- Demonstrated operational experience within a complex, regulated financial-services or fiduciary environment.
- Previous supervisory, people leadership, coaching, or team leadership experience is strongly preferred.
- Sales, relationship management, or business development experience is an asset.
Professional Certificate and Designations
- A STEP Certificate of Estate and Trust Administration (CETA) is considered a strong asset.
- A STEP Trust and Estate Practitioner (TEP) designation through STEP, or STI or MTI designation through CSI, is considered a strong asset.
- Candidates who do not currently hold a recognized trust and estate certificate or designation should demonstrate a commitment to obtaining the STEP CETA certificate within three years of commencing in the role.
- Completion of the Canadian Securities Course (CSC) is preferred. Candidates who have not completed the CSC should demonstrate a commitment to completing it within two years of commencing in the role.
Skills & Capabilities
The successful candidate will demonstrate:
- Strong mentorship and talent-development mindset and capabilities.
- Deep knowledge of estate and trust administration and strong technical proficiency.
- Strong operational judgment and the ability to manage competing priorities across multiple teams and markets.
- Excellent written and verbal communication skills.
- Strong collaboration, relationship-management, and influencing skills.
- Sound analytical, problem-solving, and decision-making capabilities.
- A continuous-improvement mindset and demonstrated ability to lead through change.
- Strong risk awareness and understanding of the importance of controls in a fiduciary and regulated environment.
- Ability to use data, reporting, and business insights to support effective decision-making.
Salary:
$70,000.00 - $150,000.00
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.
