Trust Associate

Trust Associate

• Company website link – https://www.bmo.com
• Company name – Bank of Montreal (BMO)
• Location – Toronto, ON
• Postal Code – M5X 1A1
• Region – Ontario
• Company Office local Address – First Canadian Place, 100 King St W, Toronto, ON M5X 1A1
• Contact info – +1 416-867-6785
• email address – careers@bmo.com
• Country – Canada
• Job Type – Part-Time
• Job Average Salary rate – $50,000 – $70,000 yearly (depending on experience)
• Currency – CAD

Job description

Application Deadline:

10/09/2025

Address:
100 King Street West

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 as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.
• Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.
• Develops, maintains, and services client relationships.
• Identifies areas of improvement to support overall client experiences.
• Develop and maintain knowledge and understanding of integrated services and offerings, with a focus on Trust and Estate products and procedures.
• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Monitors and tracks performance, and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Performs set up & maintenance of Trust & Estate accounts ensuring all compliance requirements are met within acceptable time frames.
• Ensures the timely and accurate processing of trade order management activities.
• Supports in audits and compliance reviews as assigned.
• Identifies and escalates all irregularities and discrepancies to management.
• Performs sales & service support activities as required to meet client needs and maintain overall service levels.
• Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions.
• Meets high-quality service standards to maximize relationship retention and growth.
• Develops rapport and instills confidence with the client to develop credibility and earn their trust.
• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
• Protects the Bank’s assets and complies with all regulatory, legal and ethical requirements.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Qualifications:
• Typically between 3 – 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Advanced knowledge of Estate and Trust products and services.
• Trust industry experience.
• Applicable securities certification.
• Trust accreditation preferred.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills – In-depth.
• Collaboration & team skills – In-depth.
• Analytical and problem solving skills – In-depth.
• Influence skills – In-depth.

“Excerpt from the official job listing”

See full job description from the company website.

Job Summary

BMO is hiring a Trust Associate in Toronto to support trust account administration, client relationship management, and operational compliance. This role involves working with Wealth Management teams to deliver personalized trust services, address client objectives, and ensure proper fiduciary oversight and reporting.

About Us

The Bank of Montreal (BMO) is one of Canada’s Big 5 banks, offering financial services in North America and globally. With a commitment to lasting client relationships, BMO’s Wealth Management division provides specialized trust, estate, and wealth planning services tailored to individual client needs.

Culture and Work Environment

Our culture values accountability, inclusivity, and collaboration. Employees thrive in a supportive, professional environment where teamwork drives client success, integrity guides decision-making, and career growth is actively supported.

Why Work With Us

Joining BMO gives you the chance to work in a leading financial institution with opportunities for advancement, competitive compensation, and access to development resources. As part of the Wealth Management team, you’ll help clients achieve financial security and legacy planning goals.

Key Responsibilities

• Assist in the administration of estates and trust accounts
• Maintain compliance with fiduciary and legal requirements
• Provide operational and documentation support to trust officers
• Communicate with clients, beneficiaries, and advisors
• Collaborate with wealth and financial planning teams to support client needs

Key Qualifications

• Post-secondary education in Finance, Business, or related field
• Knowledge of estates, trusts, or wealth management practices an asset
• Strong analytical and organizational skills
• Excellent communication and client service abilities
• Detail-oriented with high standards of confidentiality and discretion

Benefits & Perks

• Competitive annual salary 50K–50K–70K CAD
• Comprehensive health, dental, and pension benefits
• Employee banking discounts and perks
• Career advancement within BMO Wealth Management
• Training and certification support opportunities

Location Insights

Toronto, as Canada’s financial capital, offers abundant opportunities in wealth and fiduciary services. This role provides exposure to high-value clients and access to one of the country’s strongest financial networks.

Summary Table Details Information Job Title Trust Associate Employer Bank of Montreal (BMO) Location Toronto, Ontario, Canada Salary Range $50,000 – $70,000 CAD yearly Job Type Full-Time Common 5 Interview Questions and Tips

How do you ensure compliance in trust and estate account administration? – Stress knowledge of policies and diligence.

Describe your experience with client relationship management. – Emphasize trust and service excellence.

How do you handle sensitive fiduciary information? – Highlight confidentiality and integrity.

What interests you about trust and estate services? – Show passion for financial stewardship.

Why BMO? – Connect values and career goals to BMO’s reputation and stability.

Tip: Employers seek professionalism, discretion, and precision in fiduciary services. Focus on detail-oriented examples and client-centered approaches.

Market-Based Salary Overview and Analysis

Trust Associates in Toronto typically earn 48,000–48,000–72,000 CAD annually. BMO’s salary range of 50K–50K–70K/year is competitive, offering both compensation and benefits aligned with leading financial institutions’ fiduciary service roles.

Disclaimer

We aggregate publicly available job listings and link to the original source. We are not the hiring company and do not manage the recruitment process. Please apply only through the official careers website above.

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BMO is hiring a Trust Associate in Toronto, Ontario, offering 50K–50K–70K annually, strong benefits, and career advancement opportunities within Wealth Management and fiduciary services.

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