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BMO Financial Group Trust and Estate Consultant in Hamilton, Ontario

Address:

120 King Str W, Suite 1040

Job Family Group:

Wealth Sales & Service

Provides advisory-based sales in our Estate and Trust line of business. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client’s specific Estate and Trust needs. Enhances the promotion of products and services for new and existing networks and market opportunities. Makes referrals to members of the team and other subject matter experts to craft and execute creative solutions for the client.

  • Uses an advisory-based financial planning approach to manage opportunities and relationships with entrepreneurs and affluent high net worth individuals

  • Develops and executes the business development strategy, sales targets and the sales results for the assigned segment / portfolio.

  • Utilizes profiling tools to identify client needs and appropriate relationship management.

  • Leads / assists with creation business proposals or presentations to the prospect / client.

  • Collaborates effectively with internal stakeholders to build capability and drive business growth; provides education and insight to referral sources to improve identification of potential clients.

  • Develops rapport and instills confidence with the client to develop credibility and earn their trust.

  • Identifies emerging issues and trends to inform decision-making.

  • Acts as a trusted advisor to assigned business/group.

  • Influences and negotiates to achieve business objectives.

  • Recommends and implements solutions based on analysis of issues and implications for the business.

  • Assists in the development of strategic plans.

  • Helps determine business priorities and best sequence for execution of business/group strategy.

  • Monitors and tracks performance; addresses any issues.

  • Designs and produces regular and ad-hoc reports, and dashboards.

  • Provides input into the planning and implementation of operational programs.

  • 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 is primarily on business/group within BMO; a broader, enterprise-wide focus, and the external professional COI market.

  • Provides specialized consulting, analytical and technical support.

  • Exercises judgment to identify, diagnose, and solve problems within given rules.

  • Works independently and regularly handles non-routine situations.

  • Broader work or accountabilities may be assigned as needed.

  • Works closely with the Trust team regarding any opportunities that may arise.

    Qualifications:

  • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

  • MTI or TEP designation or currently enrolled.

  • Broad knowledge of estates, trust, and tax services.

  • Proficiency in the use of electronic profiling tools to identify client needs and appropriate relationship management.

  • Ability to build confidence with sophisticated referral sources and clients and identifies both immediate and long-term financial needs of wealthy clients.

  • Deep knowledge and technical proficiency gained through extensive education and business experience.

  • Verbal & written communication skills - In-depth.

  • Collaboration & team skills - In-depth.

  • Analytical and problem solving skills - In-depth.

  • Influence skills - In-depth.

  • Data driven decision making - In-depth.

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

BMO Financial Group Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.

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