Estate & Trust Planning Consultant

Date limite pour présenter sa candidature :

Adresse :

Groupe de famille d'emploi :

Provides high quality sales to Trust & Estate prospects and clients to deliver an exceptional client experience. Provides expertise for all aspects of Trust & Estate management. Collaborate closely with the Private Wealth and the broader BMO Client Strategy team to ensure holistic, coordinated client experience in conjunction with the families' wealth plan - delivering on Our Promise. Build and nurture relationships with centres of influence (legal advisors, tax professionals, family offices) to drive referrals and expand market presence. Identifies and makes referrals to other business groups as appropriate.

• Represent BMO Trust Services at client events, professional forums, and community engagements.
• Participate in or lead presentations, seminars, and outreach events aligned with growth and partn...