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Added 9 mins ago
CC
RQ11817 - Telecommunications Project Manager/Leader
CCI- Computer Consultants International, Inc.
Toronto, ON
- Full-time
· Identify impact of change, escalate to project sponsor for decision, revise work plans, schedule, and project budget to implement approved changes
Added 9 mins ago
LC
Produce Manager LOA
Loblaw Companies Limited
Kitchener, ON
- Full-time
…that sounds like you, and you are open-minded, responsive to change and up to the challenges provided in a fast-paced retail environment, apply…
Added 9 mins ago
LC
Bakery Manager LOA
Loblaw Companies Limited
Bowmanville, ON
- Full-time
…that sounds like you, and you are open-minded, responsive to change and up to the challenges provided in a fast-paced retail environment, apply…
Added 9 mins ago
SI
Plant Manager I
Saputo Inc.
Orangeville, ON
- Full-time
Saputo Dairy Products Canada is currently looking for Plant Manager for our Orangeville, Ontario facility.
Added 9 mins ago
SL
Corporate Branch Manager
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
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Added 38 mins ago
HT
Senior Financial Analyst - Corporate Accounting
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- Full-time
…passion of our people around the world and their desire to lead change. At the same time, we are not afraid to expect a lot and strive for leadership in all of our key markets. We are a…
Added 38 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
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- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
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City of Brampton
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- Full-time
Reports to Manager Forestry And Horticulture. Plans, co-ordinates schedules, recruits, trains, evaluates and supervises the Horticultural Services staff. Provides leadership and direction…
Added 38 mins ago
C
Senior Manager, Safety Management System & Safety Culture-EN
CAE
Montreal, QC
- Full-time
The Senior Manager, Safety Management System & Safety Culture serves as CAE's lead for the development, governance, promotion and continual improvement of the Global Safety Management…
Added 38 mins ago
EF
Assistant Branch Manager (Willoughby Branch)
Envision Financial
Langley (District), BC · Langley, BC
- $64,400 to $82,500 CAD / year
- Full-time
We are currently seeking an Assistant Branch Manager to join our team.
Added 38 mins ago
C
Senior Manager, Complex Accounting-EN
CAE
Montreal, QC
- Full-time
As the Senior Manager of the Complex Accounting team, you will play a strategic role within the finance organization. You will act as an expert for management and business units on the…
Added 38 mins ago
Manager, Community Safety and Wellbeing
Region of Waterloo
Waterloo, ON
Added 38 mins ago
Addictions and Mental Health Worker
Health Sciences North
ON · Sudbury, ON
Under the general direction of the Clinical Manager, Lotus Program.
Added 38 mins ago
Addictions and Mental Health Worker
Health Sciences North
ON · Sudbury, ON
Under the general direction of the Clinical Manager, Lotus Program.
Added 38 mins ago
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Demonstrated Working knowledge of design document and specification interpretation, change directive process, as built drawing process, and operation and maintenance manual process as it…
Added 38 mins ago
Assistant Cook
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Under the direction of the Manager, Support Services and Cook, the Assistant Cook performs the assigned duties for the provision of regular, therapeutic and texture modified meals related…
Added 38 mins ago
Regional Manager, Facilities Management
Winnipeg Regional Health Authority
Selkirk, MB
Reporting to the Regional Director, Capital Planning & Facilities Management, the Regional Manager of Facilities Management is responsible for overseeing the Facility Managers. The Regional…
Added 1 hour ago
A
Support Systems Engineer - NAMER
Ashby
Canada
- Full-time
Develop and lead a change management plan that helps the team adopt new systems and workflows, with clear communication, thoughtful training, and structured feedback from frontline teams…
Added 1 hour ago
A
Project Manager
Actalent
Fort McMurray, AB
- $60 to $80 CAD / hour
- Contract
…projects concurrently through all stages of delivery. The Project Manager coordinates schedules, budgets, stakeholders, and contractors while ensuring projects remain aligned with municipal…
Added 1 hour ago
DB
Part Time Bridal Sales
David's Bridal
Winnipeg, MB
- $16 to $22.32 CAD / hour
- Part-time
…presentation and operations of the store. S/he reports to the Store Manager in partnership with the Sales Manager. Bridal Stylists are brand ambassadors and demonstrate the values and…
Added 1 hour ago
DR
Vice President, Operations
DMC Recruitment Group
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- Full-time
Added 1 hour ago
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Part Time Bridal Sales
David's Bridal
Hamilton, ON
- $16 to $25.8 CAD / hour
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…presentation and operations of the store. S/he reports to the Store Manager in partnership with the Sales Manager. Bridal Stylists are brand ambassadors and demonstrate the values and…
Added 1 hour ago
DB
Part Time Bridal Sales
David's Bridal
Mississauga, ON
- $16 to $25.8 CAD / hour
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…presentation and operations of the store. S/he reports to the Store Manager in partnership with the Sales Manager. Bridal Stylists are brand ambassadors and demonstrate the values and…
Added 1 hour ago
Associate, New Verticals - Canada
DoorDash Canada
Vancouver, BC · Toronto, ON
…stakeholders across North America. You will report into a Senior Manager on the team and be an individual…
Added 1 hour ago
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Clinical Leader | Temporary Full time | CVH | Birthing Suite
Trillium Health Partners
ON · ON, Canada
- Full-time
Working in close collaboration with all clinical areas of Women’s and Children’s, Clinical Manager and Educator, the BSU Clinical Leader (CL) is responsible for the daily planning,…

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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