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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/prosp...
About the Role
Application Deadline:
03/10/2026Address:
42 Bath RdJob Family Group:
Wealth Sales & ServiceProvides 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.
This role supports the BMO Private Wealth Seaway Market and beyond
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