Regional Director, Trust & Estates Leadership
BMO
BMO Financial Group seeks a senior Wealth Trust & Estates leader to provide high-quality sales and service leadership to Trust and Estate professionals. You will deliver technical expertise for fiduciary account management, ensuring compliance and coordinating with the branch and regional teams to meet strategic goals.The role requires 9+ years of experience and advanced certifications;
deep knowledge of private wealth management and strong stakeholder engagement across regulators and clients
#J-18808-Ljbffr
deep knowledge of private wealth management and strong stakeholder engagement across regulators and clients
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Regional Director, Trust & Estates Leadership in Winnipeg, MB vacancy
- ...Sales & Service in Calgary seeks an experienced professional to deliver high‑quality trust and estate account management and fiduciary services to affluent clients. You will work with regional teams to advise clients, present proposals, and grow relationships while ensuring...Suggested
BMO
Winnipeg, MB1 hour ago $120k - $215k per year
...Wealth Sales & ServiceProvides high quality sales and service leadership to Trust and Estate professionals. Provides technical expertise for all... ...compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution...SuggestedPart timeBank of Montreal
Winnipeg, MB1 hour ago- Lead estate and trust operations with BMO Financial Group as a Regional Support Manager. Foster compliance, enhance workflows, and deliver exceptional client support... ...ensuring the delivery of high-quality services. In this leadership role, you will coach the team, manage compliance...Suggested
BMO
Winnipeg, MB1 hour ago - Solus Trust Company, an affiliate of Raymond James Ltd., seeks a Senior Trust Officer to manage a book of estate and trust accounts, delivering premium service to partners and clients. You will report to the Associate Vice-President, Trust Operations and lead a team to ensure...Suggested
Raymond James Financial
Winnipeg, MB1 hour ago $70k - $150k per year
...boul Rene Levesque OuestJob Family Group:Wealth Sales & ServiceJob description The Regional Support Manager, Estate and Trust has pan regional responsibilities and provides leadership and operational oversight to the support professionals serving the GreaterOntario and Atlantic...SuggestedContract workPart timeTraineeshipBMO
Winnipeg, MB1 hour ago$118.71k - $168.71k per year
...individuals. Job DescriptionWe’re seeking a Manager Of Real Estate – Regional Director to lead the development and execution of TJX Canada’s... ...markets. In this highly visible role, you’ll partner with senior leadership, brokers, landlords, developers, legal counsel, and cross-...Long term contractWork at officeImmediate startRelocationHome officeTJX Canada – Winners, Marshalls, HomeSense
Winnipeg, MB1 hour ago- Lead regional commercial real estate strategy for TJX Canada, shaping site selection, lease negotiations,... ...Manager of Real Estate and Regional Director, you will guide multi-year retail and... ...planning. The position partners with senior leadership, brokers, landlords, developers,...
The TJX Companies, Inc.
Winnipeg, MB1 hour ago - Lead Trust support operations across British Columbia and the Prairies with expertise in estate administration and risk management. Approximately 10% regional travel may be required.As Regional Support Manager,... ...regional teamsSupport Regional Director, Trust, with daily...
Bank of Montreal
Winnipeg, MB1 hour ago - Lead estate and trust operations across Quebec and GOA markets, applying risk management and workflow improvement expertise across regional teams.As BMO’s Regional Support Manager, Estate and Trust,... ...product experienceSupervisory or leadership experience is an assetFluency in...
BMO
Winnipeg, MB1 hour ago - Administer complex estates and trusts as a Trust Officer with strong fiduciary knowledge, analytical skills, and client relationship expertise. Work full-time on-site in West Vancouver, BC.Heritage Trust Company Inc. seeks a Trust Officer, Estates and Trusts, to administer estates...Full time
Heritage Trust
Winnipeg, MB1 hour ago - ...experience. Demonstrates a deep understanding of client needs through the proactive delivery of holistic advice and customized wealth, trust, and estate solutions.Applies specialized expertise to strengthen the wealth management platform, develop new and existing referral networks...Long term contractImmediate start
Bank N.A.
Winnipeg, MB1 hour ago - Company DescriptionHeritage Trust Company Inc. is a leading independent trust company in British Columbia, regulated by the BC Financial... ...fastest-growing trust companies in BC, Heritage Trust focuses on estates and trusts that often involve complex and sensitive issues. The team...Long term contractFull timeWork at office
Heritage Trust
Winnipeg, MB1 hour ago - A major financial institution in Vancouver is looking for a Director in the Real Estate Finance team. This role involves identifying business opportunities, managing portfolios, and negotiating agreements while working in a collaborative environment. Candidates should have...
National Bank of Canada
Winnipeg, MB1 hour ago - Trust and estate expertise drives this advisory-based Wealth Advisor position at BMO, serving affluent and high-net-worth clients at 595 Burrard Street.The Trust and Estate Advisor builds relationships and grows a portfolio through holistic, customized wealth solutions. This...
Bank of Montreal
Winnipeg, MB1 hour ago - Advise affluent clients through trust, estate, and wealth solutions at BMO in Edmonton, using specialized expertise and relationship management.As a Trust and Estate Advisor, you will deliver holistic advice to affluent and high-net-worth individuals, families, business owners...
BMO Financial Group
Winnipeg, MB1 hour ago - Lead Trust Company operations at BMO Trust Company in Toronto, applying... ...strategic priorities.As Senior Director, Business Enablement, you will... ...continuous improvement across regions and business units. The role supports integrated trust, estate, fiduciary, and wealth...
BMO Financial Group
Winnipeg, MB1 hour ago - Trust and estate tax expertise powers this EY Tax Manager opportunity in Québec City. Review returns and support sophisticated private client planning.Within EY’s Private Tax practice, you will serve private organizations and high net worth business owners and individuals. Responsibilities...Private practice
EY
Winnipeg, MB1 hour ago - Advise affluent clients through trust, estate, and wealth solutions at BMO Financial Group. Build relationships while delivering holistic, customized advice.As a Trust and Estate Advisor, you will manage prospective and existing client relationships through advisory-based sales...
BMO
Winnipeg, MB1 hour ago - Advise affluent clients through trust and estate expertise, relationship management, and customized wealth solutions at 10175 101 Street NW. Deliver holistic advice across complex financial needs.This Trust and Estate Advisor role provides advisory-based sales and relationship...
Bank N.A.
Winnipeg, MB1 hour ago - Apply trust and estate expertise at 595 Burrard Street while advising affluent clients and building sophisticated wealth relationships. Deliver holistic solutions through consultative sales and service.This Trust and Estate Advisor role provides advisory-based sales and relationship...
Bank N.A.
Winnipeg, MB1 hour ago - A career as an Expert in Fiduciary Services within the Trust and Estate Services team at National Bank means acting as a legal specialist in... ...throughout their administration, and provide recommendations to the Director of Fiduciary Services. Oversee the progress and closure of...Flexible hours
National Bank of Canada
Winnipeg, MB1 hour ago $80k - $160k per year
...Wealth Sales & ServiceProvides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides... ...compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies...Contract workPart timeShift workBMO
Winnipeg, MB1 hour ago- Apply estate planning expertise in a boutique law firm serving personal wealth management and succession planning clients. Bring experience with wills and trusts.This estate planning lawyer position supports an established high net worth client base. The practice focuses on...
Stitt + Zosky
Winnipeg, MB1 hour ago $110k - $138k per year
...customized facility management and real-estate services. With a combined team of... ...earth. SummaryFor the assigned region(s), the Regional Director is accountable for operations, financial... ...plans and objectives and people leadership. The Regional Director will work in...Full timeContract workTemporary workWork at officeWorldwideBGIS
Winnipeg, MB1 hour ago$70k - $150k per year
...Wealth Sales & ServiceRole Overview The Regional Support Manager, Trust, British Columbia & Prairies is responsible for providing leadership, operational support to the Trust... ...Prairies regions. Reporting to the Regional Director, Trust, the Regional Support Manager leads...Part timeTraineeshipBank of Montreal
Winnipeg, MB1 hour ago- A leading regional law firm in Alberta is seeking a talented associate for its Estate Solutions Group in Edmonton. This role involves providing comprehensive legal services in estate planning, dispute resolution, and litigation. Candidates must have a JD or LLB, a minimum of...
Duncan Craig LLP
Winnipeg, MB1 hour ago $100k - $120k per year
...professional development. Job OverviewThe Regional Director, Strata Operations promotes client... ...Company’s culture and services through leadership, supervision and training of a small... ...client concerns to maintain strong, trusted relationships. Collaborate with...Local areaFirstService Residential Canada
Winnipeg, MB1 hour ago- Lead Mistplay’s trust and anti-fraud strategy through AI-native detection, strong SQL, and hands-on investigations across mobile rewards... ...Analytics, Engineering, Product, Commercial, Marketing, and leadership. The work spans detection logic, enforcement policy, incident response...
Joinwoven
Winnipeg, MB1 hour ago $120k - $215k per year
...Family Group:Customer SolutionsBMO Trust Company is a leading provider of trust, estate, fiduciary, and wealth... ...wealth across generations.The Senior Director, Business Enablement, Trust Co .,... ...strategic priorities through the leadership of business operations, Will Bank...Contract workPart timeBMO Financial Group
Winnipeg, MB1 hour ago- Drive restaurant leadership hiring across Canada as Chipotle’s Regional Recruiter, using proactive sourcing and full-cycle... ...across an assigned Canadian region.This Regional Recruiter owns recruitment... ...with Field Leaders and Team Directors, build candidate pipelines, and convert...Apprenticeship
20 Chipotle Mexican Grill Canada
Winnipeg, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Regional Director, Trust & Estates Leadership. Be the first to apply!
Related searches
- chef de secteur Winnipeg, MB
- directeur regional Winnipeg, MB
- regional training manager Winnipeg, MB
- regional operations manager Winnipeg, MB
- regional director of operations Winnipeg, MB
- district manager Winnipeg, MB
- regional facilities manager Winnipeg, MB
- international business development director Winnipeg, MB
- responsable de secteur Winnipeg, MB
- area safety manager Winnipeg, MB