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Trust and Estate Consultant

BMO
📍 Melbourne, Victoria, Australia 💼 Full time 🕒 Posted June 10, 2026
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Job Description

Application Deadline:

04/16/2026

Address:

2103 11th Avenue

Job Family Group:

Wealth Sales & Service

Provides high quality sales to Trust & Estate prospects and clients to deliver an exceptional client experience. Provides expertise for all aspects of Trust & Estate management. Collaborate closely with the Private Wealth and the broader BMO Client Strategy team to ensure holistic, coordinated client experience in conjunction with the families' wealth plan – delivering on Our Promise. Build and nurture relationships with centres of influence (legal advisors, tax professionals, family offices) to drive referrals and expand market presence. Identifies and makes referrals to other business groups as appropriate.

  • Represent BMO Trust Services at client events, professional forums, and community engagements.
  • Participate in or lead presentations, seminars, and outreach events aligned with growth and partnership strategies..
  • Identifies opportunities to gr...

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    Job Details

    • Location Melbourne, Victoria
    • Job Type Full time
    • Category Business Operations Specialists
    • Posted Date June 10, 2026
    • Application Deadline July 20, 2026