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MG
Manager Project Management Office
Maxxit Group
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Maxxit Systems Inc. is looking for a full time permanent dynamic Manager, Project Management Office (PMO) who will be responsible for leading the Project Management Office (PMO) within a…
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F
Brand Reputation Manager / Gestionnaire de la réputation de marque
FlightHub
Montreal, QC
- Full-time
We are looking for a Brand Reputation Manager, someone who combines strong media instincts, analytical thinking, and a passion for technology. Someone who doesn't just execute traditional…
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FB
Document Controller
Forbes Bros. Group of Companies
AB · Edmonton, AB
- Full-time
…recurring revenue operations. Reporting to the Document Control Manager, this role is responsible for administering controlled project and corporate documentation, maintaining document…
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TC
Finance Manager
The Crump Group, Inc.
Mississauga, ON
- $100,000 to $120,000 CAD / year
- Full-time
The Crump Group is hiring a proactive, systems-savvy Finance Manager to lead finance partnership with our Sales and Marketing teams and play a key role in company-wide FP&A. You will be the…
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PE
Human Resources Generalist
PEGASUS EVO-LUTION INC.
Mississauga, ON
- Full-time
● Foundational HR Development: Lead the creation and implementation of core HR policies, procedures and the first comprehensive Employee Manual, ensuring relevance across our Canadian, US,…
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Manager, Contracted Services
AGLC
AB · Edmonton, AB
- $104,810 to $144,114 CAD / year
- Temporary
…like to hear from you. The Procurement Branch is looking for a Manager of the Contracted Services section for a temporary span of 2…
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Operational Excellence Manager
The Coca-Cola Company
Peterborough, ON · Canada - ON - Peterborough
- Full-time
Lead the development and implementation of operating models using leading indicators and performance data to identify gaps, prioritize action, and drive measurable improvement.
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Sr Analyst, Systems Management
University of Guelph
Guelph, ON
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Manager, Global Banking and Markets Data Platform Governance
Scotiabank
Toronto, ON
…and coordination with key stakeholders to ensure effective implementation of data governance…
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HM
Safety Professional
Heidelberg Materials
Vancouver, BC
- Full-time
Heidelberg Materials is seeking a Health and Safety Coordinator. Reporting to the Area Safety Manager, the ideal candidate will have a strong WorkSafeBC background in heavy manufacturing,…
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MI
Electrical Support
Magna International
Guelph, ON
- Full-time
- PLC, Robot & HMI programming, implementation and troubleshooting
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MI
Robot Technician
Magna International
Guelph, ON
- Full-time
- Contribution and implementation of Continuous Improvement Ideas related to equipment and process performance.
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Construction Manager (YNSE)
Aecon
Toronto, ON · North York, ON
We are currently seeking a Construction Manager to support the team delivering a major infrastructure project in Ontario. The role is ideal for individuals that are willing to develop their…
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Deputy Construction Director
Aecon
Hamilton, ON
Accountable for all site safety and human performance issues, and for collaborating with the project Safety Manager
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Document Controller
Forbes Bros. Group of Companies
AB
…recurring revenue operations. Reporting to the Document Control Manager, this role is responsible for administering controlled project and corporate documentation, maintaining document…
Added just now
VV
IT Project Manager
Veracity Ventures Inc.
Victoria, BC
- $80 to $90 CAD / hour
- Full-time
The Project Manager will work closely with business stakeholders, technical teams, project sponsors, vendors, and other relevant parties to support effective project governance and…
Added 3 mins ago
PC
Manager, Learning & Development
Provincial Credit Union
Charlottetown, PE
- Full-time
We’re looking for a Manager, Learning & Development to lead and strengthen how our people learn, grow and develop. This is an opportunity to shape learning across the organization, build…
Added 15 mins ago
MC
Financial Services Representative - Full Time - 5 Month Contract
Meridian Credit Union
Toronto, ON
- $50,000 to $53,000 CAD / year
- Full-time
Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian
Added 15 mins ago
FB
Operations Manager, Virtual Services
Farm Business Consultants
London, ON
- Other
The Operations Manager, Virtual Services leads the Company's virtual service delivery model. The role oversees the people, processes, and tools that power virtual service across all…
Added 15 mins ago
FB
Operations Manager, Virtual Services
Farm Business Consultants
Calgary, AB
- Other
The Operations Manager, Virtual Services leads the Company's virtual service delivery model. The role oversees the people, processes, and tools that power virtual service across all…
Added 15 mins ago
AH
Health & Safety Specialist
Argonauts Holdings Limited Partnership
Toronto, ON · Scotiabank Arena
- Full-time
Reporting to the Vice President, Human Resources, this role is responsible for the development and implementation of Health & Safety programs for all venues owned or operated by MLSE. As a…
Added 15 mins ago
M(
Health & Safety Specialist
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON · Scotiabank Arena
- Full-time
Reporting to the Vice President, Human Resources, this role is responsible for the development and implementation of Health & Safety programs for all venues owned or operated by MLSE. As a…
Added 15 mins ago
AA
Plant Manager - Manufacturing
Augment and Recruit
Nairn Centre, ON
- $110,000 to $130,000 CAD / year
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To effectively manage the project lifecycle from the concept and detail of design, through implementation, testing and handover using engineering principles and techniques.
Added 30 mins ago
BP
VP, Biostatistics
BioCryst Pharmaceuticals, Inc.
NB · Chiasson Office, NB
- Full-time
…is also responsible for the identification, evaluation, and implementation of new processes and technologies that align Biostatistics responsibilities. Performance in this role relies on an…
Added 30 mins ago
UL
Manager, Professional Resources & Legal Support
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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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