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Added 20 mins ago
SM
RQ11747 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Project Manager/Leader with extensive experience in managing complex audio-visual, videoconferencing, telecommunications, and Information and Information Technology…
Added 20 mins ago
SM
RQ11651 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Project Manager/Leader with extensive experience managing large-scale, complex, high-profile, and high-risk I&IT projects within government or enterprise…
Added 20 mins ago
R
Software Engineering Manager - Web Interfaces
Ribbit
Burlington, ON
- $170,560 to $185,120 CAD / year
- Full-time
…test, operate, and deploy affordable autonomous aircraft. You can check out our videos…
Added 3 hours ago
UO
Data Scientist - Applied AI, VP Development and Alumni
University of Calgary
Calgary, AB
- Full-time
Work with the Manager, Data Systems to set a vision for advanced analytics and applied AI within D&A, and develop and implement a comprehensive program that provides data-driven…
Added 3 hours ago
L
Senior Technical Program Manager
lululemon
Vancouver, BC
- Full-time
As a Senior Technical Program Manager, you will lead complex technical delivery by coordinating across multiple engineering teams and technical domains, establishing clear program structure…
Added 3 hours ago
ME
Data & Compliance Coordinator / Team Lead
META Employment Services
Brampton, ON
- Contract
Formal performance management, disciplinary action, approval of employee leave, and other formal management decisions remain the responsibility of the appropriate manager unless specific…
Added 4 hours ago
SM
RQ11651 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Project Manager/Leader with extensive experience managing large-scale, complex, high-profile, and high-risk I&IT projects within government or enterprise…
Added 4 hours ago
SM
RQ11747 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Project Manager/Leader with extensive experience in managing complex audio-visual, videoconferencing, telecommunications, and Information and Information Technology…
Added 4 hours ago
SM
RQ11651 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Project Manager/Leader with extensive experience managing large-scale, complex, high-profile, and high-risk I&IT projects within government or enterprise…
Added 4 hours ago
SM
RQ11747 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Project Manager/Leader with extensive experience in managing complex audio-visual, videoconferencing, telecommunications, and Information and Information Technology…
Added 5 hours ago
KC
Senior Manager, Data Platform(s) Architect, Data & AI
KPMG Canada
Toronto, ON
- Full-time
At KPMG in Canada, our people bring their unique perspectives to Canada’s most important challenges. Here, you can build momentum that reaches beyond our business, develop skills for the…
Added 5 hours ago
RC
Corporate Tax Manager
RecruitPod Canada Inc.
Calgary, AB
- Full-time
The Tax Manager will be expected to independently manage complicated tax matters, review the work of accountants, handle CRA matters, provide practical tax planning advice, train and…
Added 6 hours ago
FA
Senior Financial Analyst – Real Estate (Hybrid – FP&A / Reporting)
Fengate Asset Management
Oakville, ON · Toronto, ON
- Full-time
Fengate Asset Management is a leading alternative investment manager focused on infrastructure, private equity, and real estate strategies. Founded in 1974 in Hamilton, Ontario, and with…
Added 6 hours ago
K
Payroll Tax Manager – Indirect Tax
KPMG
ON · Toronto, Ontario
- Full-time
At KPMG in Canada, our people bring their unique perspectives to Canada’s most important challenges. Here, you can build momentum that reaches beyond our business, develop skills for the…
Added 7 hours ago
TT
Learning And Development Specialist
Tundra Technical Solutions
Toronto, ON
- $65,000 to $75,000 CAD / year
- Full-time
Support the administration and maintenance of the Learning Management System (LMS) and other learning platforms, including learning records, completion data, and program documentation.
Added 8 hours ago
N
Sr Analyst, Cybersecurity, Industrial Controls
Nutrien
Saskatoon, SK
- Full-time
Reporting to the Senior Manager, Cybersecurity, this position will primarily focus on securing our Industrial Control Systems (ICS), Internet of Things (IoT), and Industrial Internet of…
Added 8 hours ago
SP
Business Strategy Senior Manager - Canadian Public Sector Experience Services
Salesforce Partner Canada
ON · Ontario, Canada
- Full-time
…Professional Services, the team is seeking a Business Strategy Senior Manager for Canadian Public Sector. The Business Strategy Senior Manager is responsible for ensuring overall delivery…
Added 8 hours ago
N
Analyst, Data Services
Nutrien
Saskatoon, SK
- Full-time
Enforce material governance policies, standards, and procedures established by the Material Operations & Governance Manager and Senior Manager, Data Solutions
Added 8 hours ago
N
Analyst, Data Services
Nutrien
Calgary, AB
- Full-time
Enforce material governance policies, standards, and procedures established by the Material Operations & Governance Manager and Senior Manager, Data Solutions
Added 8 hours ago
N
Sr Analyst, Cybersecurity, Industrial Controls
Nutrien
Calgary, AB
- Full-time
Reporting to the Senior Manager, Cybersecurity, this position will primarily focus on securing our Industrial Control Systems (ICS), Internet of Things (IoT), and Industrial Internet of…
Added 8 hours ago
N
Sr Analyst, Cybersecurity, Industrial Controls
Nutrien
Calgary, AB
- Full-time
Reporting to the Senior Manager, Cybersecurity, this position will primarily focus on securing our Industrial Control Systems (ICS), Internet of Things (IoT), and Industrial Internet of…
Added 8 hours ago
F
General Manager, Enterprise Division
F12.net
Calgary, AB
- Full-time
The Position: Reporting to the Chief Operating Officer, the General Manager, Enterprise Division is responsible for the overall growth, profitability, and performance of F12’s Enterprise…
Added 8 hours ago
TT
Finance Operations Manager
Tundra Technical Solutions
Toronto, ON
- $95,000 to $120,000 CAD / year
- Full-time
…as a visionary leader in talent recruitment and total talent…
Added 8 hours ago
Senior Manager, IT Project Management
Tridel Group of Companies
Toronto, ON
We are looking for an experienced Senior Manager, IT Project Management, to lead strategic technology initiatives and strengthen project and portfolio management practices across the…
Added 8 hours ago
AE
Senior Product Manager, Workday & ERP
Alberta Energy Regulator
Calgary, AB · AB · Red Deer, AB
- Full-time
Are you an experienced product professional who can turn business needs into practical improvements for enterprise platforms? The Alberta Energy Regulator (AER) is looking for a Senior…

BMO

Senior Trust Officer and Director

London, ON, Canada
LON, Canada

$80,000.00 - $160,000.00 · Full-time

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Job details

Pay: $80,000.00 - $160,000.00
Job type: Full-time
Apply by: Nov 19, 2026
Experience: Typically 7+ 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: Oct 16, 2026

Original job description

Application Deadline:

11/18/2026

Address:

255 Queens Ave, Suite 1900

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.

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.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Acts as a subject matter expert on relevant regulations and policies.
May network with industry contacts to gain competitive insights and best practices.
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
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.
Acts as the prime subject matter expert for internal/external 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.
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 specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
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 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 / expert knowledge of Personal Trust Administration processes and procedures
In-depth / expert knowledge of Trust Tax, Trust Accounting and Investment Management
In-depth / expert knowledge of fiduciary laws including estate planning techniques, relevant tax regulations.
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.

Salary:

$80,000.00 - $160,000.00

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 Senior Trust Officer manages complex trust, agency, and probate accounts while providing technical expertise to ensure regulatory compliance and high-quality client service. They also lead strategic initiatives, oversee vendor relationships, and collaborate with internal teams to drive business growth and operational excellence.

Requirements

Candidates must have at least 7 years of relevant experience and a post-secondary degree, with a bachelor's degree in Finance preferred. Expert knowledge of personal trust administration, fiduciary laws, trust accounting, and tax regulations is required.

Skills

Trust administration
Estate planning
Fiduciary law
Relationship management
Financial reporting
Risk management
Compliance
Data analysis
Strategic planning
Change management
Communication
Problem solving
Team leadership
Vendor management
Investment management
Tax regulations

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Trust Officer
Wealth Management
Fiduciary
Estate Planning
Probate
Risk Management
Compliance
Financial Reporting
Asset Reconciliation
Data Governance
Change Management
Vendor Management
Strategic Planning
Investment Management
Trust Tax
Relationship Management
Business Development
Policy Development
Regulatory Requirements
Stakeholder Management

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