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Added 6 mins ago
AC
Reward and Equity - Manager
ACCA Careers
Calgary, AB
- Full-time
We’re looking for a Manager, Global Equity & Reward to help deliver innovative equity compensation solutions for multinational clients. In this role, you’ll manage projects across the full…
Added 21 mins ago
LH
Physiotherapist
Lifemark Health Group
Windsor, ON
- $36.92 to $51.17 CAD / hour
- Internship
Lifemark Seniors Wellness is one of the largest rehabilitation focused companies dedicated to providing therapy solutions for seniors. With over 30 years of experience, we are a preferred…
Added 21 mins ago
YP
Business Development Manager
Yellow Pages / Pages Jaunes – Canada
Canada
- Full-time
…decision-makers, uncover business needs and develop relevant digital solutions that support customer…
Added 21 mins ago
C
Specialist Product Management-CA
CN
Quebec, QC
- Full-time
Translate business and operational needs into concrete technical solutions through a formal product roadmap
Added 21 mins ago
CL
Marketing Digital Coordinator
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Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
…design, innovation, and performance to create beautiful flooring solutions. Our marketing team collaborates with Sales, Operations, creative partners, and retailers across Canada and the…
Added 21 mins ago
P
Digital Operations Manager
PHD
Toronto, ON
- $45,000 to $50,000 CAD / year
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Use pixel-derived conversion data to fuel optimizations and audience building (retargeting / lookalike).
Added 37 mins ago
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Project Coordinator, Construction
Crown Property Management Inc.
Toronto, ON
- $60,000 to $70,000 CAD / year
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Create new Jobs in Construction Manager and maintain accurate and consistent files and documentation.
Added 37 mins ago
RC
Project Quotations Specialist
Rexel Canada
Mississauga, ON
- Full-time
…branches and 27000 employees. We provide innovative electrical solutions and equipment for the industrial, residential and commercial sectors. As the energy evolves, our business is…
Added 37 mins ago
NH
Store Manager
Nordic Holdings Ltd.
AB · Edmonton, AB
- Full-time
The Store Manager is responsible for driving sales performance, fostering a high-energy and customer-focused retail environment, and ensuring that our team delivers an exceptional shopping…
Added 52 mins ago
SU
Corporate Security Officer (CSO) , Canada
Saab UK
Ottawa, ON
- Full-time
Experience serving as a Company Security Officer, Facility Security Officer, Security Manager, or in a comparable leadership role.
Added 1 hour ago
PC
Project Technologist/Senior Project TechnologistHazourdous Materials
Pinchin Canada
Barrie, ON
- $50,000 to $63,000 CAD / year
- Full-time
…bring together expertise in environmental services, compliance, building science and resiliency, occupational health and safety, sustainability, and engineering. We help clients create…
Added 1 hour ago
RC
Project Quotations Specialist
Rexel Canada
Kitchener, ON
- Full-time
…branches and 27000 employees. We provide innovative electrical solutions and equipment for the industrial, residential and commercial sectors. As the energy evolves, our business is…
Added 1 hour ago
CC
Labor Relations Specialist
Carlson Construction Group
North Vancouver, BC
- $80,000 to $95,000 CAD / year
- Full-time
…for an experienced labor relations professional who excels at building trust, providing practical guidance, navigating complex workplace issues, and fostering positive labor-management…
Added 1 hour ago
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Manager, Tax
Manning Elliott LLP
Abbotsford, BC
- $105,000 to $125,000 CAD / year
- Full-time
…delivering exceptional accounting and advisory services while building lasting relationships with our clients and our team. We offer a collaborative, supportive environment where continuous…
Added 1 hour ago
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Management Consulting Manager, Supply Chain Advisory
RSM US LLP
Toronto, ON
- Full-time
As a Manager within the Operations and Supply Chain Consulting practice, you will become a leader in one of the fastest growing and most entrepreneurial groups within RSM. You will have the…
Added 1 hour ago
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Quality Engineer I
TD
Toronto, ON
- Full-time
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to…
Added 1 hour ago
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Commercial Banking Intern / Co-Op
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Windsor, ON
- Full-time
TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector,…
Added 1 hour ago
B
Senior Manager, Learning & Knowledge Management
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Toronto, ON · YNG
- Full-time
The Senior Manager will work across a broad stakeholder and subject matter expert community to translate complex requirements and program changes into clear, practical, and actionable…
Added 1 hour ago
E
HR Specialist
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Burnaby, BC
- $60,000 to $70,000 CAD / year
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…produce, market, and license fully integrated B2B Online Casino solutions to gaming operators. Since our founding in 2006, Evolution has grown into a global powerhouse, partnering with over…
Added 1 hour ago
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Senior Marine Conservation Specialist / Spécialiste principal·e de la conservation marine
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…a Canadian settler organization working to advance climate solutions, help nature thrive and build sustainable communities, respecting the rights, title and sovereignty of Indigenous…
Added 1 hour ago
C
Specialist Product Management-CA
CN
Quebec, QC
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Translate business and operational needs into concrete technical solutions through a formal product roadmap
Added 1 hour ago
EI
Preconstruction PM - ICI Projects
EBC Inc.
Mississauga, ON
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For more than 50 years, our building team has brought countless construction projects to life, distinguished by the high quality of its work, respecting the highest industry standards, and…
Added 1 hour ago
NM
Parts Lead
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…support department sales goals. Working closely with the Parts Manager, you will help keep the department organized, customer-focused, and operating safely while coaching and supporting…
Added 1 hour ago
B
Cleaning Supervisor
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Consult with BGIS Property Manager and FMZ team on a regular basis, regarding the condition of the building.
Added 1 hour ago
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BMO

Trust and Estate Advisor

Edmonton, AB, Canada
Enbridge, Canada

$70,000.00 - $150,000.00 · Full-time

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Job details

Pay: $70,000.00 - $150,000.00
Job type: Full-time
Apply by: Nov 30, 2026
Posting language: English
Posted: Nov 4, 2026

Original job description

Application Deadline:

11/29/2026

Address:

10175 101 Street NW

Job Family Group:

Wealth Sales & Service

Role Overview

Provides advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospective and existing client relationships while delivering an exceptional client 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, and identify market opportunities. Collaborates with internal partners and subject matter experts to develop and execute thoughtful, integrated solutions that address the complex needs of affluent and high-net-worth clients.

Key Accountabilities

Provides specialized trust and estate expertise to clients, professional advisors, and internal partners, including initial opportunity assessment, deal triage, and connectivity across the enterprise.
Develops and executes business development strategies to achieve growth, sales, and relationship objectives for the assigned market and portfolio.
Builds and manages relationships with affluent and high-net-worth individuals, families, business owners, and professional advisors using a holistic, advice-based approach.
Identifies client needs and opportunities involving trust, estate, power of attorney, tax, investment, private banking, and broader wealth management solutions.
Leads and contributes to the development of compelling proposals, presentations, and customized solutions for prospective and existing clients.
Develops strong relationships with internal and external referral sources and provides education and insight to strengthen their ability to identify appropriate trust and estate opportunities.
Collaborates across Wealth Management and the broader enterprise to connect clients with the appropriate expertise and deliver an integrated client experience.
Establishes credibility and trust with sophisticated clients and professional advisors through strong technical knowledge, sound judgment, and a consultative approach.
Acts as a trusted advisor to clients, referral sources, and internal business partners.
Identifies emerging client, industry, and market trends and translates insights into business development opportunities and strategic recommendations.
Influences and negotiates effectively to advance client solutions and achieve business objectives.
Conducts independent analysis and exercises sound judgment in addressing complex or non-routine client and business situations.
Monitors business development activities, pipeline, client opportunities, and results, taking appropriate action to support performance objectives.
Contributes to strategic and operational initiatives, including business planning, implementation, and change management activities.
Delivers timely, accurate, and efficient service while maintaining a high standard of client experience.
Applies sound risk management practices and complies with all applicable regulatory, legal, ethical, privacy, fiduciary, and internal policy requirements.
Protects the Bank's and clients' interests by making prudent, risk-informed decisions consistent with the organization's Risk Management Framework and approved Risk Appetite.
Performs other related responsibilities as required.

Qualifications

A Trust and Estate Practitioner (TEP) designation through STEP, or a Trust Institute designation (STI or MTI) through CSI, is preferred. Candidates who do not currently hold the trust and estate designation should demonstrate a commitment to obtaining the TEP designation within five years of commencing in the role.
Completion of the Canadian Securities Course (CSC).
A professional designation in accounting, law, financial planning, or a related discipline is considered an asset.
Broad knowledge of financial services and private wealth, including trust and estate services, private banking, investments, financial planning, and taxation.
Strong understanding of the needs of affluent and high-net-worth individuals, families, business owners, and professional advisors.
Demonstrated ability to build credibility and trusted relationships with sophisticated clients, centres of influence, professional advisors, and internal referral partners.
Strong business development capabilities, including the ability to identify opportunities, develop referral networks, and translate complex client needs into appropriate solutions.
Ability to use client profiling and relationship-management tools to identify immediate and longer-term client needs and opportunities.
Strong technical knowledge and professional judgment developed through a combination of education and relevant business experience.
Excellent verbal and written communication skills, including the ability to explain complex trust, estate, and wealth planning concepts clearly.
Strong collaboration and relationship-management skills, with demonstrated ability to work effectively across multiple businesses and disciplines.
Strong analytical, problem-solving, negotiation, and influencing capabilities.
Demonstrated ability to exercise sound judgment and work independently in complex and non-routine situations.
Strong ability to use data and business insights to inform decisions, prioritize opportunities, and drive results.

Salary:

$70,000.00 - $150,000.00

Pay Type:

Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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.

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

The advisor provides specialized trust and estate expertise to high-net-worth clients while managing and growing a portfolio of relationships. They collaborate with internal partners to develop integrated wealth solutions and execute business development strategies to meet growth objectives.

Requirements

Candidates should hold or be committed to obtaining a TEP designation and have completed the Canadian Securities Course. Strong technical knowledge in financial services, private wealth, and the ability to build relationships with sophisticated clients are essential.

Skills

Trust and estate advisory
Wealth management
Business development
Relationship management
Financial planning
Taxation
Private banking
Investment strategy
Client profiling
Negotiation
Analytical skills
Problem-solving
Communication skills
Risk management
Strategic planning

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Trust and Estate Practitioner
TEP
Wealth Management
Estate Planning
Private Banking
Financial Planning
Taxation
Business Development
Relationship Management
Canadian Securities Course
CSC
Risk Management
Portfolio Management
High-net-worth
Fiduciary
Power of Attorney
Investment
Strategic Planning
Client Experience
Referral Networks

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