Trust and Estate Consultant at BMO, Saskatoon
Trust and Estate Consultant at BMO, Saskatoon
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Saskatoon, Canada -
Dernière édition le: il y a moins d’une semaine
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Description
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 processes • Strong communication and analytical skills • Ability to collaborate effectively with stakeholders
Drive successful trust and estate management efforts at BMO while fostering valuable relationships in the finance community. #J-18808-Ljbffr
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 processes • Strong communication and analytical skills • Ability to collaborate effectively with stakeholders
Drive successful trust and estate management efforts at BMO while fostering valuable relationships in the finance community. #J-18808-Ljbffr
Informations clefs
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Nom de l’entrepriseBMO -
Titre de posteTrust and Estate Consultant at BMO
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Signaler -
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Trust and Estate Consultant at BMO est visible sur Locanto dans la rubrique Saskatoon Audit, conseil, juridique.
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