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Added 9 mins ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Kelowna, BC
- $18.25 to $20.95 CAD / hour
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 23 mins ago
I
Seasonal Customer Experience Representative
Indigo
Kelowna, BC
- $18.25 to $20.95 CAD / hour
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 53 mins ago
BM
Bilingual talent acquisition specialist
Brand Momentum
Mississauga, ON
- Contract
Brand Momentum is a nationally integrated leader in Sales, Marketing, and Retail, with headquarters in Toronto. We foster authentic and enduring human connections across the nation. As a…
Added 53 mins ago
B
Mortgage Specialist Associate
BMO
London, ON
- Full-time
…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…
Added 53 mins ago
Sales Development Manager, Small Store
CONA Services
Vaudreuil-Dorion, QC
…employees coast-to-coast, we operate in every province through 50+ sales and distribution centres, and five manufacturing…
Added 53 mins ago
Sales Development Manager, Small Store
CONA Services
Vaudreuil-Dorion, QC
…employees coast-to-coast, we operate in every province through 50+ sales and distribution centres, and five manufacturing…
Added 1 hour ago
DT
Assistant Manager I
Dollar Tree Stores
Salmon Arm, BC
- Part-time
Please note, this job description is not a contract of employment and may be modified to meet evolving business needs. Employment is at-will, meaning that either the employee or the company…
Added 1 hour ago
DT
Assistant Manager I
Dollar Tree Stores
Castlegar, BC
- Part-time
Please note, this job description is not a contract of employment and may be modified to meet evolving business needs. Employment is at-will, meaning that either the employee or the company…
Added 2 hours ago
RB
Client Advisor
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Bonnyville, AB
- Part-time
This position is a 6 month contract opportunity**
Added 3 hours ago
PC
Corporate Finance Senior Associate (Bilingual FR/EN)
PwC Canada
QC · Clarke City, QC
- Full-time
…from initiation through to deal completion. In short, we’re a part of helping companies across industries originate, create, execute, and realize value from deals. Through data driven…
Added 3 hours ago
D
Account Executive, Mobility & Immigration, Enterprise | North America
Deel
Canada
- Full-time
Account Executive is responsible for driving sales growth by acquiring new customers and/or managing relationships within mobility & immigration services; selling to our Enterprise clients…
Added 3 hours ago
MI
Sales Executive
Marriott International
Edmonton, AB
- Contract
Handles customer inquires and acts as the on-property liaison for group sales within the pre-defined peak room parameters for Property Sales. Contracts and closes group business in addition…
Added 4 hours ago
R
Client Advisor
RBC
Bonnyville, AB
- Part-time
This position is a 6 month contract opportunity**
Added 4 hours ago
SL
Specialist, Supplier Relationship Management
Sun Life
Waterloo, ON · Sun Life Waterloo King
- Full-time
This role requires Reliability Security Clearance. In addition to a law enforcement inquiry and a credit check, as part of your application, the Government of Canada will ask if you lived…
Added 4 hours ago
CB
Accounts Payable Clerk (Contract)
Clark Builders
Edmonton, AB
- Full-time
…safety, innovation, and sustainability to everything we do. As part of the Turner Construction family, we offer the personalized culture of a local team with the strength of a global…
Added 4 hours ago
AA
Auto Body Technician (Halifax Downtown)
Assured Automotive
Halifax, NS
- Full-time
At Assured Automotive, we have been providing quality workmanship on every collision repair for over 30 years. As part of The Boyd Group, we have numerous locations throughout Western and…
Added 4 hours ago
C
Service Account Executive - Building Automation Systems
Convergint
Calgary, AB
- Full-time
Job Description: Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Service Account Executive - Building Automation Systems to join our amazing culture…
Added 5 hours ago
TB
Distribution Coordinator - Contract
The Beer Store
Bolton, ON
- Contract
…Forecasting & Replenishment. This vacancy is a 14-month, full-time contract opportunity. This role is responsible for overseeing and managing full goods listing activities across Beer Store…
Added 5 hours ago
TB
Digital & eCommerce Specialist
The Beer Store
Bolton, ON
- Full-time
Becoming experts on beer doesn't happen overnight. Since 1927, The Beer Store has been part of communities across Ontario, growing into an integrated business that includes Ontario's…
Added 5 hours ago
AA
Auto Body Refinisher (Guelph)
Assured Automotive
Guelph, ON
- Full-time
At Assured Automotive, we have been providing quality workmanship on every collision repair for over 30 years. As part of The Boyd Group, we have numerous locations throughout Western and…
Added 5 hours ago
B
Client Service Associate
BMO
Calgary, AB · CALG
- Full-time
…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…
Added 5 hours ago
GL
Customer Solutions Specialist
goeasy Ltd.
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- Full-time
Join easyhome - Canada’s largest lease-to-own business and a proud part of the goeasy family. At goeasy, our people and culture are the heartbeat of everything we do, and we’re proud to be…
Added 5 hours ago
CO
Fitness Specialist
City of Markham
Markham, ON
- Part-time
Work Hours: 24 hours per week. Shifts will include days, evenings and weekend shifts. Part-time contract up to 12 months.
Added 6 hours ago
Sales Associate - Kildonan Place Winnipeg
Rogers Communications
Winnipeg, MB
…commitment to doing what’s right for our customers needs, every…
Added 6 hours ago
MC
Credit Condition Fulfillment Representative - Full Time - 8 Month Contract
Meridian Credit Union
St. Catharines, ON
- $50,000 to $55,000 CAD / year
- Full-time
Personal Lending is part of Meridian’s Risk Management function at both the Toronto & St. Catharines Corporate Offices. The Department is accountable for providing prompt adjudication and…

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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