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Added 21 mins ago
HH
Fredericton Speech Language Pathologist 1 (SL01) PCN 1152173
Horizon Health Network
Fredericton, NB
- Temporary
…provided on your application. The official results will be shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the…
Added 21 mins ago
MA
Senior Marketing Manager
Marsh Agency
Toronto, ON
- Full-time
The Senior Marketing Manager brings a deep understanding of professional services marketing, with the ability to translate business goals into effective marketing programs and deliver…
Added 51 mins ago
HH
Fredericton Speech Language Pathologist 2 - Supervisor and/or Clinical Leader (SL02) PCN 1152494
Horizon Health Network
Fredericton, NB
- Full-time
…provided on your application. The official results will be shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the…
Added 51 mins ago
HH
Miramichi Dietitian 1 (DT01) PCN 1750865
Horizon Health Network
Miramichi, NB
- Temporary
…provided on your application. The official results will be shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the…
Added 51 mins ago
PH
Direct Care Nurse
Provincial Health Services Authority
Surrey, BC
- Part-time
Identifies own learning needs, reviews these with the Clinical Nurse Leader or Clinical Services Manager, and engages in a variety of activities to meet these needs. Maintains and updates…
Added 51 mins ago
HH
Miramichi File Clerk (1001) PCN 9757639
Horizon Health Network
Miramichi, NB
- Temporary
…provided on your application. The official results will be shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the…
Added 51 mins ago
HH
Saint John Social Worker 1 (SW01) PCN 1252657
Horizon Health Network
Saint John, NB
- Part-time
…provided on your application. The official results will be shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the…
Added 51 mins ago
HH
Saint John Physiotherapist 1 (PT01) PCN 1252694
Horizon Health Network
Saint John, NB
- Part-time
…provided on your application. The official results will be shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the…
Added 51 mins ago
HH
Miramichi Diagnostic Imaging Technologist 2 (DI02) PCN 1750785
Horizon Health Network
Miramichi, NB
- Full-time
…provided on your application. The official results will be shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the…
Added 51 mins ago
HH
Saint John Human Services Counselor (3013) PCN 1254624
Horizon Health Network
Saint John, NB
- Full-time
…provided on your application. The official results will be shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the…
Added 51 mins ago
HH
Saint John Registered Nurse Class D (RNCD) - Nurse Practitioner PCN 1258638
Horizon Health Network
Saint John, NB
- Full-time
…provided on your application. The official results will be shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the…
Added 51 mins ago
HH
Miramichi Licensed Counselling Therapist (LC01) PCN 1757475
Horizon Health Network
Miramichi, NB
- Full-time
…provided on your application. The official results will be shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the…
Added 51 mins ago
HH
Saint John Social Worker 1 (SW01) PCN 1252178
Horizon Health Network
Saint John, NB
- Full-time
…provided on your application. The official results will be shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the…
Added 51 mins ago
HH
Saint John Medical Physicist 2 (PI02) PCN 1251188
Horizon Health Network
Saint John, NB
- Full-time
…provided on your application. The official results will be shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the…
Added 51 mins ago
PH
Direct Care Nurse
Provincial Health Services Authority
Surrey, BC
- Part-time
Identifies own learning needs, reviews these with the Clinical Nurse Leader or Clinical Services Manager, and engages in a variety of activities to meet these needs. Maintains and updates…
Added 51 mins ago
PH
Direct Care Nurse, Maximum and Multi-Level Security Units
Provincial Health Services Authority
Port Coquitlam, BC
- Full-time
In accordance with the Mission, Vision and Values, and strategic directions of Provincial Health Services Authority patient safety is a priority and a responsibility shared by everyone at…
Added 51 mins ago
HH
Moncton Psychologist 2 - Clinical Leader (PL02) PCN 1005685
Horizon Health Network
Moncton, NB · Greater Moncton Metropolitan Area
- Full-time
…provided on your application. The official results will be shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the…
Added 51 mins ago
PH
Direct Care Nurse
Provincial Health Services Authority
Surrey, BC
- Part-time
Identifies own learning needs, reviews these with the Clinical Nurse Leader or Clinical Services Manager, and engages in a variety of activities to meet these needs. Maintains and updates…
Added 51 mins ago
HH
Moncton Physiotherapist 1 (PT01) PCN 1002105
Horizon Health Network
Moncton, NB · Greater Moncton Metropolitan Area
- Full-time
…provided on your application. The official results will be shared with the candidate, Human Resources and the requesting manager electronically and language results will be placed on the…
Added 51 mins ago
PH
Direct Care Nurse
Provincial Health Services Authority
Surrey, BC
- Part-time
Identifies own learning needs, reviews these with the Clinical Nurse Leader or Clinical Services Manager, and engages in a variety of activities to meet these needs. Maintains and updates…
Added 51 mins ago
PH
Program Manager, Indigenous Health
Provincial Health Services Authority
Vancouver, BC
- Full-time
In accordance with the Mission, Vision and Values, and strategic directions of Provincial Health Services Authority, patient safety is a priority and a responsibility shared by everyone at…
Added 51 mins ago
PH
Radiochemist
Provincial Health Services Authority
Vancouver, BC
- Full-time
In accordance with the Mission, Vision and Values, and strategic directions of Provincial Health Services Authority patient safety is a priority and a responsibility shared by everyone at…
Added 51 mins ago
PH
Direct Care Nurse
Provincial Health Services Authority
Surrey, BC
- Full-time
Identifies own learning needs, reviews these with the Clinical Nurse Leader or Clinical Services Manager, and engages in a variety of activities to meet these needs. Maintains and updates…
Added 51 mins ago
PH
Direct Care Nurse
Provincial Health Services Authority
Surrey, BC
- Full-time
Identifies own learning needs, reviews these with the Clinical Nurse Leader or Clinical Services Manager, and engages in a variety of activities to meet these needs. Maintains and updates…
Added 51 mins ago
PH
Project Manager I BCCA
Provincial Health Services Authority
Burnaby, BC
- Full-time
In accordance with the Mission, Vision and Values, and strategic directions of Provincial Health Services Authority patient safety is a priority and a responsibility shared by everyone at…

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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