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Added 8 mins ago
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Senior Analyst
BMO
Toronto, ON · FCP
- Full-time
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Added 8 mins ago
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Senior Compliance Officer, Capital Markets Regulatory Enquiries & Governance (12-months Contract)
BMO
Toronto, ON · FCP
- Full-time
Added 38 mins ago
Senior Director, Technology Risk Assessments
Scotiabank
Toronto, ON
This role is broader than traditional assessment delivery. It is an enterprise leadership and transformation opportunity to turn fragmented, document-heavy processes into an integrated,…
Added 52 mins ago
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Senior Manager, Social Content & Communities
RBC
Toronto, ON
- Full-time
RBC Enterprise Social Media is our center of excellence - the place where social strategy is conceived, built, and scaled across one of Canada's most recognized brands. We're looking for an…
Added 52 mins ago
GD
AI Governance & Risk Manager
General Dynamics Missions System International
Ottawa, ON
- $120,000 to $160,000 CAD / year
- Full-time
Reporting to the Chief Digital & Information Officer (CDIO), the Manager, AI Governance & Risk will lead the establishment, execution, and continuous evolution of the enterprise AI…
Added 53 mins ago
NA
Senior Director Finance
Nelson/Kraft and Associates
Calgary, AB
- $125,000 to $130,000 CAD / year
- Full-time
…finance leader and trusted second-in-command. The role provides enterprise leadership across accounting, financial reporting, grants, budgeting and forecasting, treasury, audit, internal…
Added 53 mins ago
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Senior ServiceNow Developer
Procom
Toronto, ON
- Contract
…Asset Management (HAM), Software Asset Management (SAM), and enterprise inventory management. The position involves hands-on development, integration, and optimization of ServiceNow…
Added 53 mins ago
CI
Senior Manager, ERP
Calian in Space & Technology
Ottawa, ON
- Full-time
We are looking for a Senior Manager, Enterprise Resource Planning (ERP) to lead the strategy, delivery, support, governance, and continuous improvement of Calian’s ERP and HRIS ecosystem,…
Added 1 hour ago
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Pharmacy Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Kingston, ON
- Full-time
Proven ability to drive and build the business, lead by example and support enterprise programs
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Trust and Estate Advisor
BMO
Vancouver, BC · Victoria, BC · FBT
- Full-time
…opportunity assessment, deal triage, and connectivity across the…
Added 1 hour ago
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Trust and Estate Advisor
BMO
Edmonton, AB · Enbridge
- Full-time
…opportunity assessment, deal triage, and connectivity across the…
Added 1 hour ago
Senior Talent Programs Advisor
Trans Mountain
Calgary, AB
Drive the end-to-end development, delivery, sustainment and continuous improvement of key enterprise talent programs, including Performance Management, Succession Planning and Development…
Added 1 hour ago
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Technical Manager, Quality Process Management - APQR - ** 12 Month Contract Position**
Roche
Mississauga, ON · Canada Pharma Campus
- Full-time
The Technical Manager, Quality Process Management - APQR, supports and executes the APQR process per Annual Product Quality Review (APQR) Requirements and Annual Product Quality Review…
Added 1 hour ago
Program Manager
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Reporting to the Director of Portfolio Management & Governance, the Program Manager provides delivery leadership for large, complex business and technology programs within the Insurance…
Added 1 hour ago
Senior Consultant, Professional Services
Bell
Montreal, QC
On the Bell Business Markets team, you’ll be a vital part of making innovation happen for enterprise-scale customers. You’ll deliver advanced solutions in areas such as IoT, Mobility/5G,…
Added 1 hour ago
GD
AI Governance & Risk Manager
General Dynamics Mission Systems–Canada
Ottawa, ON
- $120,000 to $160,000 CAD / year
- Full-time
Reporting to the Chief Digital & Information Officer (CDIO), the Manager, AI Governance & Risk will lead the establishment, execution, and continuous evolution of the enterprise AI…
Added 1 hour ago
GD
AI Governance & Risk Manager
General Dynamics Mission Systems–Canada
Ottawa, ON
- $120,000 to $160,000 CAD / year
- Full-time
Reporting to the Chief Digital & Information Officer (CDIO), the Manager, AI Governance & Risk will lead the establishment, execution, and continuous evolution of the enterprise AI…
Added 1 hour ago
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Principal Product Manager
Absorb
Remote, Canada
- Full-time
- Remote
We’re looking for a Principal Product Manager to define the future of our Enterprise Customer Education segment, helping Absorb’s enterprise clients train and enable their customers at…
Added 1 hour ago
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Senior IT Developer
TD
London, ON · Mississauga, ON · Toronto, ON
- Full-time
Application design and development activities. Hands-on experience with Mainframe applications.
Added 1 hour ago
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HR Vendor Relationship Manager
McKesson
Mississauga, ON
- Full-time
The HR Technology Vendor Relationship Manager owns the business relationship and value realization for a portfolio of HR owned technology vendors and platforms. This role works autonomously…
Added 2 hours ago
Account Manager, Higher Education
D2L
Canada
Every application we receive is personally reviewed by a member of our Talent Acquisition team - yes, a real person looks at your resume! While we use AI tools internally to streamline…
Added 2 hours ago
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Manager, Business Continuity
BMO
Toronto, ON · YNG
- Full-time
Provides guidance for mid-sized to large enterprise-wide BCM initiatives and event management incidents.
Added 2 hours ago
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Key Account Manager- Onsite in Markham, ON- Canada (C2C)
KPG99 INC
Markham, ON
- Contract
- The role is intentionally broad across IT service delivery, application support, infrastructure, cloud, enterprise platforms, and digital business programs. Near-term emphasis is HACC…
Added 2 hours ago
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Senior Program Manager
Manpower
Toronto, ON · North York, ON
- Contract
The Senior Program Manager is accountable for the end-to-end leadership of complex, enterprise technology programs comprising multiple projects and interdependent workstreams. The role…
Added 2 hours ago
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Operations Officer I
Robertson & Company Ltd.
Toronto, ON
- Contract
Process subject matter expert in a range of technical processes and procedures Generally reports to a Team Manager.

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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