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Added 6 mins ago
IF
Financial Performance Advisor
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
Are you driven by financial performance, strategic analysis, and the optimization of management processes, and eager to contribute to the purpose of the Investments sector, at the heart of…
Added 6 mins ago
IF
Internal Wholesaler
iA Financial Group
Vancouver, BC
- Full-time
…will contribute directly to the commercial performance of a strategic…
Added 6 mins ago
SCM Category Manager, Pipeline Construction, Pacific Link
Trans Mountain
Calgary, AB
…Manager, Pipeline Construction. In this role, you will lead strategic sourcing, contracting, and supplier relationship management activities for major pipeline construction projects,…
Added 6 mins ago
Scotia Jarislowsky Fraser Portfolio Manager - Vancouver
Scotiabank
Vancouver, BC
This position is a trusted advisor of private wealth services that meet high net worth client’s short- and longterm holistic wealth management and investment growth goals, through a firm…
Added 6 mins ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
Saskatoon, SK
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 6 mins ago
MN
Senior Account Manager
Mosaic North America
Toronto, ON
- Full-time
We're looking for a Senior Account Manager to join our B2B Experiential Marketing team, serving as a strategic client leader and trusted partner while driving the planning and execution of…
Added 6 mins ago
C
Senior Financial Analyst
Confidential
Toronto, ON · Etobicoke, ON
- Full-time
Serve as a strategic financial advisor, translating financial data into operational insights for leaders and executives.
Added 6 mins ago
WI
Senior Project Manager, Municipal Engineering
WSP in Canada
Fort McMurray, AB
- Full-time
Build and maintain strong client, stakeholder, and industry relationships to drive strategic growth and position WSP as a trusted advisor.
Added 6 mins ago
MN
Senior Account Manager
Mosaic North America
Vancouver, BC
- Full-time
We're looking for a Senior Account Manager to join our B2B Experiential Marketing team, serving as a strategic client leader and trusted partner while driving the planning and execution of…
Added 6 mins ago
M
Senior Delivery Lead, Strategic Accounts
Monks
Toronto, ON
- Full-time
In this Senior Delivery Lead, Strategic Accounts – Programmatic role, you will serve as a strategic advisor and primary point of contact for a portfolio of large, complex clients. You'll…
Added 6 mins ago
C1
Senior Sourcing Manager-(Hybrid)
Central 1
Toronto, ON
- Full-time
Join Central 1 as a Senior Sourcing Manager and play a key role in shaping how we manage our most strategic supplier relationships and investments. You’ll lead high-impact, enterprise-wide…
Added 6 mins ago
C1
Senior Sourcing Manager-(Hybrid)
Central 1
Vancouver, BC
- $110,000 to $134,000 CAD / year
- Full-time
Join Central 1 as a Senior Sourcing Manager and play a key role in shaping how we manage our most strategic supplier relationships and investments. You’ll lead high-impact, enterprise-wide…
Added 6 mins ago
C1
Senior Sourcing Manager-(Hybrid)
Central 1
Vancouver, BC
- $110,000 to $130,000 CAD / year
- Full-time
Join Central 1 as a Senior Sourcing Manager and play a key role in shaping how we manage our most strategic supplier relationships and investments. You’ll lead high-impact, enterprise-wide…
Added 6 mins ago
A
Sr AI Architect
Accenture
Ottawa, ON · Toronto, ON · Montreal, QC
- Full-time
…and positioned to deliver lasting competitive advantage. This strategic partnership with client leadership distinguishes you as both a trusted advisor and a principal…
Added 6 mins ago
Client Solutions Lead
Insight Enterprises, Inc.
Montreal, QC
Trusted advisor approach with client executives and the ability to build long-term relationships.
Added 6 mins ago
RC
Tax Supervisor - Private Company
RSM Canada
Calgary, AB
- Full-time
…our clients. Our private company offering features a team of strategic advisors who focus exclusively on helping business owners and high net worth families strengthen their wealth and…
Added 6 mins ago
CI
Senior Customs Analyst
Cole International
Regina, SK
- Full-time
Provide strategic advice to clients on customs requirements, tariff classifications, and trade programs.
Added 22 mins ago
Y
Creative Solutions Lead
Yahoo
CA - Canada
- Full-time
…Product, Analytics, and external vendors. You will serve as both a strategic advisor and hands-on project lead, overseeing programs from ideation and presentation through production,…
Added 22 mins ago
RB
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
Kelowna, BC · Penticton 1, BC · Vancouver, BC · Vernon, BC · West Kelowna, BC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 22 mins ago
RB
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
Saskatoon, SK
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 22 mins ago
RB
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
Calgary, AB
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 22 mins ago
O
Senior Public Affairs Advisor
OPTrust
Toronto, ON
- Full-time
The Senior Public Affairs Advisor is responsible for managing OPTrust’s organizational reputation to external audiences, including media, stakeholders, Sponsors, and policy makers. The…
Added 22 mins ago
M
Technology Program Management, Vice President
MUFG
Toronto, ON
- Full-time
· Business & Strategic Acumen: Understands the business, the industry, and the role IT plays in driving financial success. Aligns technology strategy with organizational goals and vision to…
Added 22 mins ago
C
Senior Director, Communications
Cogeco
Burlington, ON · Montreal, QC
- Full-time
As Senior Director, Communications, you will serve as the strategic engine behind our enterprise narrative and corporate reputation, driving both our internal and external mobilization.
Added 37 mins ago
A
Health, Safety and Environment Specialist***Spécialiste, santé, sécurité, et environnement
Aliaxis
AB · CA - Edmonton - Distribution
- Full-time
…safety performance across multiple locations while supporting strategic HSE initiatives throughout the…

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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