BM
Job Overview
Application Deadline: 09/25/2026 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 (Private Bankers, Investment Advisors) as part of the client/relationship management solut…
What you'll do
- Provide high quality sales and service to Trust & Estate clients
- Deliver exceptional client experience
- Provide technical expertise for all aspects of Trust & Estate account management and administration
- Ensure compliance in all operations
- Work collaboratively within the branch
- Coordinate with regional team members including Private Bankers and Investment Advisors
- Participate in client/relationship management solutions
What you'll need
- Technical expertise in Trust & Estate account management
- Understanding of compliance requirements
- Ability to work collaboratively across teams
- High quality sales and service delivery experience
About the Company
BM