Found Description
Join BMO as a Trust and Estate Sales Expert, enhancing client interactions and delivering top-notch consulting services. This role empowers you to leverage expertise in trust administration and taxation.
In this dynamic position, you'll collaborate closely with BMO's Private Wealth and Client Strategy teams to deliver a coordinated wealth plan for clients. Your ability to build relationships with legal and tax advisors will expand BMO's market presence and referral network. Be the go-to expert, influencing decisions and contributing to strategic initiatives.
Key Responsibilities:
• Attend events to promote BMO Trust Services
• Develop partnerships through outreach and seminars
• Analyze client needs and make tailored presentations
• Coordinate effective data management practices
• Drive strategic initiatives by collaborating with stakeholders
Requirements:
• 5–7 years of experience in finance or consulting
...
In this dynamic position, you'll collaborate closely with BMO's Private Wealth and Client Strategy teams to deliver a coordinated wealth plan for clients. Your ability to build relationships with legal and tax advisors will expand BMO's market presence and referral network. Be the go-to expert, influencing decisions and contributing to strategic initiatives.
Key Responsibilities:
• Attend events to promote BMO Trust Services
• Develop partnerships through outreach and seminars
• Analyze client needs and make tailored presentations
• Coordinate effective data management practices
• Drive strategic initiatives by collaborating with stakeholders
Requirements:
• 5–7 years of experience in finance or consulting
...