Senior Trust Officer, BMO Trust Company

BMO Private Wealth & Trust is a high‑touch, client‑centric business that supports ultra‑high‑net‑worth individuals and families across all aspects of trust and estate planning and administration. The Senior Trust Officer plays a critical role in delivering complex fiduciary solutions, combining deep technical expertise with strong relationship‑management skills, and sits at the center of the client experience by overseeing trust and estate accounts and partnering with internal stakeholders to ensure best‑in‑class service, governance and compliance across all client relationships.

The role includes delivering high‑quality sales and service to Trust & Estate clients, providing technical expertise for account management and administration, collaborating within the Private Wealth branch and the regional team as part of the client/relationship management solution, and identifying and making referrals to other business groups as appropriate.

Responsibilities

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