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Added 14 mins ago
RB
Senior Manager, AI Engineering (AML &Fraud)
Royal Bank of Canada
Vancouver, BC
- Full-time
Address ethical AI, data governance, and regulatory considerations in financial services
Added 14 mins ago
TH
Loss Prevention Specialist Full Time- 6 Month Contract (WHITBY NORTH)
The Home Depot
Whitby, ON
- Full-time
The Asset Protection Specialist (APS) is primarily responsible for preventing financial loss caused by theft and fraud, organized retail crime and supporting safety and environmental…
Added 14 mins ago
CH
Health Care Aide - Relocation to Cardston, Alberta ($2,000 Bonus)
CBI Home Health
Calgary, AB · Edmonton, AB · AB · Hamilton, ON · Ottawa, ON · Peterborough, ON · Toronto, ON · Whitby, ON · Lethbridge, AB
- Part-time
CBI Home Health supports people at home and in the community. We are one of Canada’s leading specialized community services, home and integrated care providers, operating in more than 800…
Added 14 mins ago
J
Senior Manager, Credit Risk
Jobber
Remote, Canada
- Full-time
- Remote
Then Jobber might be the place for you. We're looking for a Senior Manager, Credit Risk to join our Fintech department.
Added 14 mins ago
CH
Health Care Aide - Relocation to Taber, Alberta ($2,000 Bonus)
CBI Home Health
Calgary, AB · Edmonton, AB · AB · Hamilton, ON · Ottawa, ON · Peterborough, ON · Toronto, ON · Whitby, ON · Lethbridge, AB
- Part-time
CBI Home Health supports people at home and in the community. We are one of Canada’s leading specialized community services, home and integrated care providers, operating in more than 800…
Added 14 mins ago
CH
Health Care Aide - Relocation to Milk River, Alberta ($2,000 Bonus)
CBI Home Health
Calgary, AB · Edmonton, AB · AB · Hamilton, ON · Ottawa, ON · Peterborough, ON · Toronto, ON · Whitby, ON · Lethbridge, AB
- Part-time
CBI Home Health supports people at home and in the community. We are one of Canada’s leading specialized community services, home and integrated care providers, operating in more than 800…
Added 14 mins ago
FT
Apprentice Automotive Technician
Fountain Tire
Leduc, AB
- Other
A retirement savings plan with company matching to help you achieve your financial goals
Added 14 mins ago
FT
Red Seal Automotive Technician (Vancouver, Marine Drive)
Fountain Tire
Vancouver, BC
- Other
A retirement savings plan with company matching to help you achieve your financial goals
Added 14 mins ago
FT
Automotive Technician (310S & 310T)
Fountain Tire
Sudbury, ON · Val Caron, ON
- Other
A retirement savings plan with company matching to help you achieve your financial goals
Added 14 mins ago
FT
Red Seal Automotive Technician
Fountain Tire
Vulcan, AB
- Other
A retirement savings plan with company matching to help you achieve your financial goals
Added 14 mins ago
FT
Red Seal Mechanic, Kelowna
Fountain Tire
Kelowna, BC
- Other
A retirement savings plan with company matching to help you achieve your financial goals
Added 14 mins ago
FT
Apprentice Automotive Technician, Prince Albert
Fountain Tire
Prince Albert, SK
- Other
A retirement savings plan with company matching to help you achieve your financial goals
Added 14 mins ago
CO
Supervisor of Cultural Services
City of Niagara Falls
Niagara Falls, ON
- Full-time
The Supervisor of Cultural Services is responsible for overseeing the day-to-day operations of cultural programming and revenue-generating activities at the Niagara Falls Exchange and…
Added 14 mins ago
FT
Apprentice Automotive Technician, Fort McMurray
Fountain Tire
Fort McMurray, AB
- Other
A retirement savings plan with company matching to help you achieve your financial goals
Added 29 mins ago
T
Personal Banking Associate (Future opportunities) - Montreal East (full-time)
TD
L'Assomption, QC · Lachenaie, QC · Mascouche, QC · Montreal, QC · Repentigny, QC · Terrebonne, QC
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 29 mins ago
Sr. Account Manager - West
United Services Group
Kelowna, BC · Vancouver, BC · BC
We are an established Canadian facility, maintenance company. We provide a variety of services to large retail and commercial businesses nationally.
Added 30 mins ago
SM
AML Senior Associate
Standish Management UK
Halifax, NS
- Full-time
…continuous monitoring alerts, maintain tracker for in house AML services, and assisting with other client reports. This role will report directly to the AML Manager. High performers will…
Added 44 mins ago
M
Business Development Associate
Manulife
Montreal, QC
- Full-time
…alongside a District Vice President and a Business Development Manager. Your mission? Help drive sales growth and build strong advisor…
Added 59 mins ago
A
Hearing Aid Specialist or Audiologist
Amplifon
Chilliwack, BC
- Full-time
…providing personalized consultations. Reporting to the Senior Area Manager, you will lead sales of hearing aids and accessories while educating the community on the importance of hearing…
Added 59 mins ago
Manager Health Services
Winnipeg Regional Health Authority
Winnipeg, MB
Under the direction of the Director Health Services or designate, the Manager Health Services oversees and manages inter-disciplinary team(s) consisting of staff who provide direct care to…
Added 59 mins ago
Manager, Health Services
Winnipeg Regional Health Authority
Beausejour, MB
Under the direction of the Director Health Services or designate, the Manager Health Services oversees and manages inter-disciplinary team(s) consisting of staff who provide direct care to…
Added 59 mins ago
IR
Manager, Health Services
Interlake-Eastern Regional Health Authority
Beausejour, MB
- Full-time
Under the direction of the Director Health Services or designate, the Manager Health Services oversees and manages inter-disciplinary team(s) consisting of staff who provide direct care to…
Added 59 mins ago
VF
Assistant Branch Manager
Valley First
Enderby, BC
- $64,400 to $82,500 CAD / year
- Full-time
The ABM is responsible for the leadership of an assigned team of branch advisory employees (up to the Financial Advisor position) and ensures current and potential members receive…
Added 59 mins ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
…restricted periods. Work directly with Sales Operations, People Data Services, PBPs, and the business leaders who will feel the impact, so Day-1 fiscal-year changes such as territory,…
Added 59 mins ago
AC
Marketing, Communications & Catering Manager
Aramark Canada
Toronto, ON
- Full-time
The Marketing, Communications & Catering Manager is responsible for developing and executing marketing initiatives, managing internal communications, and overseeing the planning,…

BMO

Trust and Estate Advisor

Vancouver, BC, Canada
Victoria, BC, Canada
FBT, 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:

595 Burrard Street

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 professional designation in accounting, law, financial planning, or a related discipline is considered an asset.
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).
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 developing business strategies to grow the wealth management portfolio. They collaborate with internal partners to deliver integrated, customized solutions and maintain strong relationships with professional advisors and referral sources.

Requirements

Candidates should possess a professional designation in accounting, law, or financial planning, with a preference for TEP or Trust Institute certifications. Strong technical knowledge of financial services and proven experience in relationship management and business development are essential for this role.

Skills

Trust and estate advisory
Wealth management
Business development
Relationship management
Financial planning
Taxation
Private banking
Investment strategy
Client profiling
Negotiation
Risk management
Strategic planning
Consultative sales
Referral networking
Technical analysis

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 Advisor
Wealth Management
TEP
STEP
CSI
Canadian Securities Course
CSC
Financial Planning
Taxation
Private Banking
Business Development
Risk Management
Relationship Management
High-net-worth
Estate Planning
Trust Services
Investment
Power of Attorney
Consultative Approach
Strategic Planning
Client Experience
Referral Networks
Financial Services
Portfolio Management
Regulatory Compliance

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