Regional Support Manager, Estate And Trust, Private Wealth

The work location may be based in Montreal, Ottawa, Waterloo, Vaughan, London, or Halifax.
Job Description
The Regional Support Manager, Estate and Trust has pan regional responsibilities and provides leadership and operational oversight to the support professionals serving the Greater Ontario and Atlantic (GOA) and Quebec Areas Trust business.
Reporting to the Regional Director, Trust, the Regional Support Manager leads, coaches, and develops the Trust professional support team and helps ensure the consistent delivery of timely, accurate, and high-quality support to Trust Officers, internal business partners, and clients.
The role supports the achievement of GOA and Quebec Trust business objectives by strengthening team capabilities, managing capacity and workflow, improving processes, reinforcing risk and compliance practices, and enabling an integrated, high-touch client experience.
The Support Manager also contributes to the GOA and Quebec Trust strategy, business planning, revenue growth, employee engagement, and the continued evolution of the regional business.
The Support Manager plays a critical role in overseeing the day-to-day operations of the GOA and Quebec Trust teams, ensuring that processes are executed efficiently, consistently, and in accordance with regulatory and internal compliance requirements. Working closely with Trust Officers, Associates, and leadership, the role helps maintain operational excellence, supports risk management practices, and drives continuous improvement across team workflows.
Key Accountabilities
Supports and reports in to the Regional Director, Trust Services
Provides day to day support to the trust administration professionals
Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
Supports the Regional Director of Trust with day to day operations
Ensures adherence to policies and procedures
Supports risk management best practices
Drives continuous improvement across team workflows
Ensures alignment between values and behaviour that fosters diversity and inclusion.
Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
Attracts, retains, and enables the career development of top talent.
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
Provides input to the market business development plan.
Support the solution and implementation of addressing client concerns and escalations, as required.
Performs risk assessments and monitoring to ensure there are no breaches in compliance.
Makes recommendations to management about risk and regulatory requirements and compliance.
Recommends and implements solutions based on analysis of issues and implications for the business and the client.
Assists in the development of strategic plans.
Identifies emerging issues and trends to inform decision-making around operational matters
Coordinates and executes specific activities for the implementation of strategic initiatives;
includes tracking metrics and milestones
Coordinates the management of databases;
ensures alignment and integration of data in adherence with data governance standards.
Monitors and tracks performance of the trust support professionals and addresses any issues.
Designs and produces regular and ad-hoc reports
Ensures the effective implementation of Bank initiatives and programs.
Models a mindset for continuous improvement and champions alternatives.
Builds change management plans of varying scope and type;
leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Leads or participates in defining the communication plan designed to positively influence or change behaviour.
Prepares documentation of compliance monitoring and risk assessments, and findings to management as per guidelines.
Executes administrative reviews and filings according to Bank policies and procedures.
Leads the execution of operational programs;
assesses and adapts as needed to ensure quality of execution.
Acts as a subject matter expert on business applications/systems.
Monitors operational controls to identify any deficiencies and supports the initiation of appropriate corrective actions to ensure controls are adequate.
Identifies and analyzes factors which may affect risk mitigation within the market and compliance with applicable regulatory requirements
Monitors to ensures Branch adherence to internal/external Compliance regulations and requirements
Provides input into the planning and implementation of operational programs.
Executes work to deliver timely, accurate, and efficient service.
Sources new sales & service professional candidates in collaboration with the Regional Director, Trust
Supports the Trainee mentorship and supervises performance during and subsequent to their training period.
Leads/participates in the design, implementation and management of core business/group processes.
Identifies business needs, designs/develops tools and training programs;
may include delivery oftraining to audiences.
Performs various operational activities to meet business objectives, client needs, and maintain overall service levels.
Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities;
ensures proper documentation and administration of decisions.
Meets high quality service standards to maximize relationship retention and growth.
Identifies and escalates all irregularities and discrepancies to manager and compliance as per guidelines.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
25% travel required across the GOA and Quebec markets
Qualifications
Typically between 5 - 7 years of estate and trust administration experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Sales and service experience preferred.
In-depth operational experience.
Supervisory/leadership experience an asset
In-depth experience with estate and trust products and related technologies.
Deep estate and trust 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.
French language is an asset.
You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.
Salary$70,000.00 - $150,000.00
Pay TypeSalaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:
About UsAt 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
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.
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