Jobs in Canada

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Added 50 mins ago
PC
External Audit Manager (Bilingual FR/EN)
Pwc Canada
Montreal, QC
- Full-time
As an External Audit Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:
Added 1 hour ago
IC
Vice President, Operations
ivari Canada
Toronto, ON
- Full-time
Act as the key point of contact and relationship manager for ivari with our TPA.
Added 1 hour ago
B
Mortgage Specialist
BMO
Vaughan, ON
- Full-time
Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.
Added 2 hours ago
UO
IQC Research Development Officer
University of Waterloo
Waterloo, ON · Quantum-Nano Centre
- Full-time
Work with the IQC leadership (IQC Director’s Office and senior faculty to develop long-term strategic plans for research within the IQC;
Added 2 hours ago
UO
Production Manager
University of Waterloo
Waterloo, ON · William M. Tatham Centre
- Full-time
The Production Manager leads and contributes senior analytical support to projects and performs research, make appropriate recommendations, ensure alignment of strategy, ensure best…
Added 2 hours ago
UO
Administrative Manager
University of Waterloo
Waterloo, ON · Mathematics & Computer
- Full-time
Reporting to the Associate Dean (AD), Equity, Diversity, Inclusion & Student Empowerment (EDI&SE), the Administrative Manager (AM) is responsible for the oversight and management of all…
Added 2 hours ago
UO
Senior Manager, Research Contracts
University of Waterloo
Waterloo, ON
- Full-time
The Senior Manager, Research Contracts (SMRC) is responsible for negotiation of complex legal agreements governing contract research funded by industry or government departments. The SMRC…
Added 2 hours ago
UO
International Partnerships Officer
University of Waterloo
Waterloo, ON · Ira G. Needles Hall
- Full-time
Builds relationships with Faculties, Academic Support Units, Research Institutes and Centres, Senior Leadership and other offices to secure their support for initiatives to advance…
Added 2 hours ago
B
Director, Asset & Wealth Management, Portfolio Management
BMO
Toronto, ON · FCP
- Full-time
Act as a senior credit and portfolio management lead for Asset & Wealth Manager borrowers and sponsor fund counterparties.
Added 2 hours ago
MI
CN - Director, Strategic Business Development
MSC Industrial Supply Co.
Mississauga, ON
- Full-time
Provides visionary leadership and enables synergies to District Managers, Strategic and Technical Sales Manager, National Accounts team, and direct Sales team for KAR Industrial in all…
Added 2 hours ago
M
FOH Management - General Manager
Moxies
Langley (District), BC · Langley, BC
- Full-time
We are looking for an incredible General Manager to be the leader of our team. Our people are the heart and soul of our business, and we are on the hunt for an amazing person like you to…
Added 2 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 3 hours ago
BC
Director, Asset & Wealth Management, Portfolio Management
BMO Capital Markets
Toronto, ON
- Full-time
Act as a senior credit and portfolio management lead for Asset & Wealth Manager borrowers and sponsor fund counterparties.
Added 3 hours ago
M
Senior Internal Auditor
Metrolinx
Toronto, ON
- Full-time
The Audit Regulatory Compliance team is hiring for a Senior Internal Auditor – IT. The ideal candidate will bring previous experience or demonstrated potential in the design, performance,…
Added 3 hours ago
Corporate Advisor, Planning and Corporate Advisory Services
The Government of Nova Scotia
Halifax, NS
Leading the creation of material to support the minister and senior leadership with HOA committee appearances and HOA debate.
Added 6 hours ago
FOH Management - General Manager
Northland Properties
Langley (District), BC · Langley, BC
We are looking for an incredible General Manager to be the leader of our team. Our people are the heart and soul of our business, and we are on the hunt for an amazing person like you to…
Added 6 hours ago
Manager of Health Workforce Planning
Department of Health and Community Services
St. John's, NL
Reporting to the Director of Health Workforce Planning, the Manager plays a critical role in the development and implementation of comprehensive workforce strategies that support a…
Added 6 hours ago
CB
Manager, Learning & Program Development
CPHR BC & Yukon
Vancouver, BC
- Full-time
We are seeking a strategic and collaborative Manager, Learning & Program Development to lead CPHR BC & Yukon's member learning strategy and portfolio with a focus on business acumen, member…
Added 7 hours ago
OH
Senior Program Manager
Ontario Health | Santé Ontario
Toronto, ON
- Full-time
The Senior Program Manager, Enterprise Process & Delivery Excellence leads complex, large-scale initiatives spanning multiple functions and business groups across Ontario Health and with…
Added 8 hours ago
P(
Associate Creative Strategist
Phoenix (YC W21)
Toronto, ON
- $70,000 to $80,000 CAD / year
- Full-time
Comfortability reading performance data, such as ad-level results in Meta Ads Manager, and communicating what to make next.
Added 8 hours ago
P(
Senior Manager, FP&A & Strategic Finance
Phoenix (YC W21)
Toronto, ON
- $140,000 to $160,000 CAD / year
- Full-time
We’re looking for a Senior Manager, FP&A & Strategic Finance who understands the analytics behind a business as well as the numbers on the page. This is a hands-on, high-ownership role for…
Added 8 hours ago
P(
Senior Manager, Accounting
Phoenix (YC W21)
Toronto, ON
- $120,000 to $140,000 CAD / year
- Full-time
We’re looking for a Senior Manager, Accounting who thrives in complexity and enjoys building financial foundations that scale. This is a hands-on leadership role for a technical accountant…
Added 8 hours ago
GC
Project Manager
Galore Creek Mining Corporation
Vancouver, BC
- Full-time
As Project Manager, you will play a pivotal leadership role in driving the Galore Creek project toward its ultimate development decision. Initially reporting directly to the Director,…
Added 8 hours ago
CP
Senior Private Wealth Manager/Tax Director
Cardinal Point Wealth Management, ULC
Toronto, ON
- Full-time
Being a peer resource for ad-hoc cross-border tax questions
Added 8 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)

BMO

Senior Trust Officer, Private Wealth

Montreal, QC, Canada
IBMM, Canada

$85,500.00 - $185,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $85,500.00 - $185,000.00
Job type: Full-time
Apply by: Dec 5, 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: Nov 10, 2026

Original job description

Application Deadline:

12/04/2026

Address:

1250 boul Rene Levesque Ouest

Job Family Group:

Wealth Sales & Service

Provide high quality customer service to BMO Trust Company customers to deliver an exceptional customer experience. Provide technical expertise for all aspects of trust and estate account management and administration to ensure compliance. Work collaboratively within the regional team as part of the solution offered to the client or the relationship management solution. Identify business opportunities and make customer referrals to other operating groups, if applicable.

Manage, as liquidator or trustee, estate, trust or mandated accounts.
Act as relationship manager for their clients assigned and interact effectively with other stakeholders in the file.
Review requests with the Trustee to make discretionary decisions about what action to take.
Carry out tasks to provide accurate and efficient services in a timely manner.
Establish and maintain trust and estate accounts ensuring all compliance requirements are met within acceptable time frames.
Ensure timely and accurate processing of priority management activities.
Establish effective relationships with internal and external stakeholders.
Meet high quality standards of service to maximize relationship retention and growth.
Establish a connection with customers and inspire their trust, in order to establish credibility and gain their trust.
Recommend solutions and implement them based on analysis of problems and implications for the organization and the customer.
Identify opportunities to grow existing relationships and develop new business.
In collaboration with other employees, make presentations to current and potential clients based on their needs.
Stay up to date on trends and emerging issues to inform decision-making.
Support the implementation of strategic initiatives, in collaboration with internal and external stakeholders.
Participate in establishing business priorities and the order of achievement of the strategy of the business sector or operating group.
Participate in various change management activities, including readiness assessment, planning, stakeholder management, delivery, evaluation and maintenance of initiatives.
Participate in establishing a communications plan designed to exert a positive influence or change behavior; create personalized messages and choose the appropriate distribution channels.
Provide comments on the planning and implementation of operational programs.
Support audits and compliance reviews assigned to it.
Identify all irregularities and anomalies and report them to management.
Evaluate the effectiveness of the work to be carried out considering sector trends and recommend improvements; make the required changes.
Perform sales and service support tasks as needed to meet customer needs and maintain overall service levels.
Use judgment to identify problems, determine their causes and resolve them within established limits.
Work independently and regularly handle non-routine situations.
Broader duties and responsibilities may be assigned as needed.

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.
Notary or Law Degree an important asset.
STEP designation an interesting asset.
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.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

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.

Apply on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

Manage estate, trust, and mandated accounts as a liquidator or trustee, providing technical expertise and ensuring accurate, timely administration and compliance. Build and retain client relationships, identify business opportunities, collaborate with stakeholders, and support operational, strategic, audit, and change-management activities.

Requirements

Typically requires 7 or more years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience; a bachelor’s degree in finance or a related field is preferred. Requires expert knowledge of personal trust administration, trust tax and accounting, investment management, and fiduciary law; French and English fluency is also required, while a notary or law degree and STEP designation are assets.

Skills

Personal Trust Administration
Trust and Estate Account Management
Trust Tax
Trust Accounting
Investment Management
Fiduciary Law
Estate Planning
Regulatory Compliance
Relationship Management
Customer Service
Analytical and Problem-Solving Skills
Communication Skills
Influencing Skills
Cross-Group Collaboration
Data-Driven Decision-Making
Change 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

Personal Trust Administration
Trust Administration
Estate Administration
Trust and Estate Accounts
Fiduciary Law
Estate Planning
Trust Tax
Trust Accounting
Investment Management
Compliance
Relationship Management
Client Service
Business Development
Customer Referrals
Discretionary Decisions
Stakeholder Management
Change Management
Strategic Initiatives
Audit Support
Operational Programs
Data-Driven Decision-Making
Problem Solving
French
English
STEP Designation
Notary
Law Degree

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Jobs in Canada