Trust accountant Jobs in North York, ON

Director, Indigenous Trust

We invite all experienced and aspiring Indigenous / Métis / Inuit professionals to apply to roles featured on BMO’s Indigenous Careers landing page, as well as all of those on BMO's Careers page. Qualified Indigenous / Metis / Inuit applicants applying through these postings will be considered for open job vacancies where they exist, or added to our Indigenous Talent Network and matched to other upcoming opportunities.

Responsibilities

Oversees the provision of content and marketing materials for new business proposals, e.g., requests for proposals, special fee arrangements, and technical information materials; ensures new business meets policy and procedure requirements for profitability and risk management.

Identifies opportunities to grow existing relationships and develop new business.

Makes presentations to clients / prospects in conjunction with others based upon their needs.

Manages trust or agency accounts in the role of trustee.

Acts as the Relationship Manager to assigned clients and effectively interacts with others assigned to the client / relationship team.

Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business / group.

Acts as a subject matter expert on relevant regulations and policies.

Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.

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

Builds effective relationships with internal and external stakeholders.

Ensures alignment between stakeholders.

Acts as the prime subject matter expert for internal and external stakeholders.

Breaks down strategic problems and analyzes data and information to provide insights and recommendations.

Monitors and tracks performance and addresses any issues.

Produces regular and ad‑hoc reports and updates dashboards.

May provide specialized support for other internal and external regulatory requirements.

Leads or participates in the design, implementation, and management of core business / group processes.

Reviews the program for effectiveness, considers industry trends, and recommends enhancements; makes changes as required.

Identifies business needs, designs and develops tools and training programs; may include delivery of training to audiences.

Performs sales and service support activities as required to meet client needs and maintain overall service levels.

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 maintain an effectively run function.

Protects the bank’s assets and complies with all regulatory, legal, and ethical requirements.

Operates at a group / enterprise‑wide level and serves as a specialist resource to senior leaders and stakeholders.

Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non‑routine.

Implements changes in response to shifting trends.

Broader work or accountabilities may be assigned as needed.

Qualifications

Typically 7+ years of relevant experience and a post‑secondary degree in a related field of study or an equivalent combination of education and experience.

Bachelor’s degree in Finance or a related legal or accounting field preferred.

In‑depth and expert knowledge of trust administration processes and procedures.

In‑depth and expert knowledge of trust tax, trust accounting, and investment management.

In‑depth and expert knowledge of fiduciary laws including trust planning techniques and relevant tax regulations.

Seasoned professional with a combination of education, experience, and industry knowledge.

Verbal and written communication skills – in‑depth / expert.

Analytical and problem‑solving skills – in‑depth / expert.

Influence skills – in‑depth / expert.

Collaboration and team skills with a focus on cross‑group collaboration – in‑depth / expert.

Ability to manage ambiguity.

Data‑driven decision making – in‑depth / expert.

Salary

$86,000.00 – $160,000.00

Pay Type

Salaried

Benefits

BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Total rewards and additional perks are detailed on our benefits portal.

About BMO

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, communities, and people. BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available on request for candidates participating in the selection process.

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