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About the Role

Provides practice management expertise and support to Trust Officers and sales professionals. Works collaboratively with the Trust leadership team and market leaders to enhance client relationships and drive business development activities. Ensures that initiatives and solutions, programs and processes are consistently and effectively implemented across the business/groups. Develops professional practices to scale and maturity for various roles through defined practice management tools & techniques, standards as well as the adoption of the associated behaviours. Conducts training, coaching, facilitation and applies change management expertise to drive business results.

Responsibilities

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.
Identifies emerging issues and trends to inform decision-making.
Observes and coaches individuals & teams to practice management standards & approaches to drive business results.
Executes individual/team evaluation process to identify improvements to current approach by identifying key issues, outlining alternatives and action plans.
Facilitates meetings and working sessions that leverage the practice management platform, tools and techniques to foster adoption.
Helps determine business priorities and best sequence for execution of business/group strategy.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Provides advice and guidance to assigned business/group on implementation of solutions.
Collaborates with internal & external stakeholders to successful implementation of practice management solutions.
Provides input into the planning and implementation of practice management programs.
Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.
Breaks down strategic problems, and analyses data and information to provide practice management insights and recommendations; includes recommendations across a wide of range of opportunities to drive business results.
Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
Executes work to deliver timely, accurate, and efficient service.
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.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Requirements

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.
Trust and Estate Practitioner (TEP) Certification required.
Trust industry experience.
Specific designations may be required e.g. Six Sigma, PMP, Agile Scrum Master.
Deep knowledge and technical proficiency gained through extensive education and business experience.

Skills

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.

Location

100 King Street West

Work Type

Salaried

Experience Level

5 - 7 years

Education Level

Post-secondary degree in related field of study or an equivalent combination of education and experience.
Trust and Estate Practitioner (TEP) Certification
Six Sigma
PMP
Agile Scrum Master

Salary/Compensations

$69,000.00 - $129,000.00

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

About the Company

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.

Equal Opportunity

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.