Elevate client experiences as a Trust and Estate Consultant with BMO. Deliver expert trust management and drive referrals through relationship building with clients and legal professionals.
As a key member of BMO's Wealth Sales & Service team, you'll provide high quality sales expertise to Trust and Estate prospects. This role requires collaboration with Private Wealth advisors and clients to ensure a seamless experience. You'll also engage in events and presentations to foster community partnerships and grow business relationships.
Key Responsibilities:
• Represent BMO at client events and professional forums
• Lead presentations aligned with growth strategies
• Identify and develop business opportunities
• Recommend solutions based on client analysis
• Analyze emerging issues to inform strategy
Requirements:
• 5–7 years of relevant experience
• Bachelor’s degree in Finance or related field preferred
• In-depth knowledge of Trust Tax and Management pro...