Find work in Canada.

327,618 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Save this search

Added 3 days ago
Trading Enablement Specialist
BMO
Toronto, ON · FCP
Full-time
Completed Branch Compliance Officer Course (BCO).
Added 6 days ago
Branch Manager I - Woodstock Branch
TD
Woodstock, NB
Full-time
Completion of Branch Compliance Officer (BCO) and IFIC or CSC Course
Added 6 days ago
Community General Manager, Imperial Service
CIBC
Mississauga, ON
Full-time
…It’s an asset if you’ve completed any of the following: Branch Compliance Officer’s Course (BCO), Branch Managers Examination Course (BME), Conducts & Practices Handbook (CPH) Wealth…
Added 2 days ago
Banking Centre Leader I
CIBC
Victoria, BC
Full-time
…It’s an asset if you’ve completed any of the following: Branch Compliance Officer’s Course (BCO), Branch Managers Examination Course (BME), Conducts & Practices Handbook (CPH) Wealth…
Added 2 days ago
Banking Centre Leader I
CIBC
Victoria, BC
Full-time
…It’s an asset if you’ve completed any of the following: Branch Compliance Officer’s Course (BCO), Branch Managers Examination Course (BME), Conducts & Practices Handbook (CPH) Wealth…
Added 3 days ago
Banking Centre Leader- Secondment
CIBC
Pincher Creek, AB
Full-time
…It’s an asset if you’ve completed any of the following: Branch Compliance Officer’s Course (BCO), Branch Managers Examination Course (BME), Conducts & Practices Handbook (CPH) Wealth…
Added 3 days ago
Chief Growth Officer, Wealth Management
Thorek/Scott and Partners
ON · Ontario, Canada
Full-time
Our client is an established, independent Canadian wealth manager with a substantive national footprint. Currently experiencing sustained growth, the organization is seeking a Chief Growth…
Added 5 days ago
Trust Officer
Raymond James
Vancouver, BC
Full-time
…services to Canadians seeking customized solutions to their wealth management needs. STC provides personal estate, trust, and agency services to clients of RJL, its correspondent services…
Added 6 days ago
Banking Centre Leader
CIBC
Manitouwadge, ON
Full-time
…It’s an asset if you’ve completed any of the following: Branch Compliance Officer’s Course (BCO), Branch Managers Examination Course (BME), Conducts & Practices Handbook (CPH) Wealth…
Added 6 days ago
Banking Centre Leader
CIBC
Manitouwadge, ON
Full-time
…It’s an asset if you’ve completed any of the following: Branch Compliance Officer’s Course (BCO), Branch Managers Examination Course (BME), Conducts & Practices Handbook (CPH) Wealth…
Added 6 days ago
Manager, Scotia Financial Planning Supervision
Scotiabank
Toronto, ON
1+ years of Branch Compliance Officer experience
Added 6 days ago
Regional Manager, Sales Support
Royal Bank of Canada
Montreal, QC
Full-time
Branch Compliance Officer designation and experience supervising licensed representatives
Added 6 days ago
Regional Manager, Sales Support- EN
RBC
Montreal, QC
Full-time
Branch Compliance Officer designation and experience supervising licensed representatives
Added 6 days ago
Regional Manager, Sales Support
RBC
Montreal, QC
Full-time
Branch Compliance Officer designation and experience supervising licensed representatives
Added 16 days ago
Cross-Border Tax Manager (CPA)
Beacon Hill Wealth Management 🇨🇦 🇺🇸
Victoria, BC
Full-time
…one seat combining tax advisory, firm finance, and regulatory compliance - with a genuine leadership track to match. The person who owns this role will grow into the firm's senior…
Added 12 days ago
Wealth Management - Tax Administrator Internship/Co-op - Winter 2027 - Montreal
Scotiabank
Montreal, QC
…strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and…
Added 18 days ago
Banking Centre Leader
CIBC
Port Hardy, BC
Full-time
…It’s an asset if you’ve completed any of the following: Branch Compliance Officer’s Course (BCO), Branch Managers Examination Course (BME), Conducts & Practices Handbook (CPH) Wealth…
Added 18 days ago
Banking Centre Leader II
CIBC
Fort Nelson 2, BC
Full-time
…It’s an asset if you’ve completed any of the following: Branch Compliance Officer’s Course (BCO), Branch Managers Examination Course (BME), Conducts & Practices Handbook (CPH) Wealth…
Added 19 days ago
Chief Compliance Officer (CCO)
Designed Wealth Management
Toronto, ON
Full-time
We are looking for a Chief Compliance Officer (CCO) to lead and strengthen our compliance program, governance framework, supervisory controls, and regulatory obligations. This role is ideal…
Added 20 days ago
Bilingual Compliance Officer
Raymond James Ltd.
Vancouver, BC
Full-time
…services to Canadians seeking customized solutions to their wealth management…
Added 20 days ago
Trust Officer, Indigenous Wealth Solutions - Calgary/Vancouver
Scotiabank
AB · Calgary, AB
The Trust Officer, Indigenous Wealth Solutions, is a core member of the IWS team responsible for management of an account portfolio of varying size and complexity. The Trust Officer, IWS,…
Added 22 days ago
Credit Officer - 12 Month Contract
Raymond James
Vancouver, BC
Full-time
…services to Canadians seeking customized solutions to their wealth management…
Added 25 days ago
Credit Officer (contract)
Richardson Wealth Ltd
Toronto, ON
The Credit Officer works with a small tight knit team of other Credit professionals to monitor, review, and approve daily retail credit requests and transactions submitted by the Advisor…
Added 1 month ago
Trust Associate, Indigenous Wealth Solutions - Vancouver, BC
Scotiabank
Vancouver, BC
The Trust Associate plays a vital role in supporting a Trust Officer, Indigenous Wealth Solutions, by providing proactive administrative and client service support across a portfolio of…
Added 19 days ago
Trust Officer, Private Wealth
BMO
Montreal, QC · IBMM
Full-time
…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…

BMO

Trust Officer, Private Wealth

Montreal, QC, Canada
IBMM, Canada

Pay: $70,000.00 - $150,000.00
Job type: Full-time
Apply by: Oct 3, 2026
Experience: Typically between 5 - 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: Sep 1, 2026

Apply About employer

Applications open in a new tab.

Original job description

Application Deadline:

10/02/2026

Address:

1250 boul Rene Levesque Ouest

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.

Depending on the successful candidate’s experience and qualifications, appointment to the position of Senior Trust Officer may be considered.

Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
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.
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.
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.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
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.
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.
Reviews requests with Fiduciary to make discretionary decisions to about actions to be taken.
Executes work to deliver timely, accurate, and efficient service.
Performs set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames.
Ensures the timely and accurate processing of trade order management activities.
Supports in audits and compliance reviews as assigned.
Identifies and escalates all irregularities and discrepancies to management.
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.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
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 between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Professional designation as a Lawyer or Notary in good standing with the applicable provincial law society or professional order is an important asset.
TEP certification is an asset.
In-depth knowledge of Personal Trust Administration processes and procedures
In-depth knowledge of Trust Tax, Trust Accounting and Investment Management
In-depth knowledge of fiduciary laws including estate planning techniques, relevant tax regulations.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.

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:

$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.

Apply About employer

More about this job

Responsibilities

The Trust Officer provides high-quality sales and service to Trust and Estate clients while managing fiduciary accounts and ensuring regulatory compliance. They collaborate with regional teams to identify business opportunities and provide technical expertise to support relationship management.

Requirements

Candidates should have 5-7 years of relevant experience and a post-secondary degree in a related field. A professional designation as a Lawyer or Notary is considered a significant asset, along with TEP certification and fluency in both English and French.

Skills

Trust administration
Estate planning
Fiduciary law
Relationship management
Financial reporting
Asset reconciliation
Compliance
Trade order management
Analytical skills
Problem solving
Communication skills
Data analysis
Strategic planning
Client service
Risk management

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Trust Officer
Private Wealth
Fiduciary
Estate Planning
Trust Administration
Compliance
Wealth Management
Asset Management
Tax Regulations
Investment Management
Risk Management
Relationship Management
Financial Reporting
Account Reconciliation
Trade Order Management
Strategic Planning
Data Governance
BMO
Lawyer
Notary
TEP Certification
Client Service
Business Development
Stakeholder Management
Analytical Support

Report this job