Senior Trust Officer, Private Wealth
Montréal, QCBank of Montreal
7+ ansCandidates need typically 7+ years of relevant experience and a post-secondary degree, with expert knowledge of personal trust administration, trust tax, trust accounting, investment management and fiduciary law. Fluency in French and English is required, and a Bachelor's in finance, a notary or law degree, or STEP designation is an asset.
Manager, Registrations
Toronto, ONBank of Montreal
6+ ansCandidates need at least 6 years of progressive registrations experience at a securities dealer, asset management firm or securities regulator, plus people leadership experience. Extensive knowledge of CIRO Investment Dealer Rules, National Instruments 31-103 and 33-109, and NRD processes is required.
NRD (National Registration Database)
Senior Trust Officer, Private Wealth
Montréal, QCBank of Montreal
7+ ansBank of Montreal needs a candidate with about 7 years of relevant trust or estate experience, expert knowledge of trust administration, trust tax, trust accounting and fiduciary law, and fluency in French and English. A finance degree is preferred, and a notary or law degree or STEP designation is an asset.