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Added 9 mins ago
MN
Senior Account Manager
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Toronto, ON
- Full-time
Senior Account Manager, B2B Experiential Marketing & Account Leadership
Added 9 mins ago
WI
Senior Project Manager, Municipal Engineering
WSP in Canada
Fort McMurray, AB
- Full-time
As a Senior Project Manager in our Municipal Engineering team, you will manage client relationships, oversee project delivery, support business development initiatives, and provide…
Added 9 mins ago
MN
Senior Account Manager
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Vancouver, BC
- Full-time
Senior Account Manager, B2B Experiential Marketing & Account Leadership
Added 9 mins ago
D
Senior Consultant or Manager, Zero Trust Architecture
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Toronto, ON
- Full-time
As a Senior Consultant or Manager in our Zero Trust practice, you will be a trusted advisor to Deloitte clients as they modernize how they secure access for their users, devices,…
Added 9 mins ago
WI
Senior Project Manager, Alternative Delivery
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Winnipeg, MB
- Full-time
Develop proposals, project cost estimates, budgets, contract specifications, documentation and presentation materials.
Added 9 mins ago
A
Senior Project Manager - Minerals and Metals
Ausenco
Vancouver, BC
- Full-time
Our team in Canada is growing. We are currently recruiting for a Senior Project Manager to join our Minerals and Metals Business line in the Vancouver office.
Added 9 mins ago
D
Manager, Strategic & Technology Change - Organization & Work Transformation
Deloitte
Winnipeg, MB
- Full-time
There are no typical days for a Manager in our Strategic & Technology Change practice. You will lead the design and delivery of change strategies that help organizations navigate complex…
Added 25 mins ago
RB
Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Ottawa, ON
- Full-time
The successful candidate must be mobile across multiple markets. Working territory will be discussed with hiring manager.
Added 25 mins ago
CR
Project Manager - Business Development
Cando Rail & Terminals
Canada
- Full-time
The Project Manager is involved in all aspects and phases of the project life cycle, including the technical assistance in the development of project proposals, design, build, trouble…
Added 25 mins ago
CR
Project Coordinator - Business Development
Cando Rail & Terminals
Canada
- Full-time
The Project Coordinator is responsible, in conjunction with the project manager and project team, to develop and execute strategies for new and existing operations throughout the company.…
Added 25 mins ago
NC
Software Developer
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Ottawa, ON
- Full-time
Ability to formulate and evaluate proposals, design concepts, test cases, and implementation plans of large computer systems.
Added 40 mins ago
B
Banking Officer, Banking Client Solutions Team
BMO
Toronto, ON · FCP
- Full-time
Assists in preparing new business proposals or presentations to clients/prospects.
Added 40 mins ago
B
Portfolio Analyst
BMO
Ottawa, ON · Toronto, ON · FCP
- Full-time
Supports credit-granting decisions by making recommendations to manager
Added 55 mins ago
Account Manager
Syntronic
Ottawa, ON
Collaborate with internal engineering teams to support customer requests and develop compelling proposals.
Added 1 hour ago
Senior Renewable Power Engineer
Hatch
Mississauga, ON
Lead utility scale renewable energy project delivery as the project manager, project engineer, or subject matter expert
Added 1 hour ago
A
Manager, Alberta, Electrical
AtkinsRéalis
Calgary, AB
- Full-time
Lead or oversee the preparation of proposals within the M&E practice.
Added 1 hour ago
A
Manager British Columbia, Mechanical
AtkinsRéalis
Vancouver, BC
- Full-time
Lead or oversee the preparation of proposals within the M&E practice.
Added 1 hour ago
Preconstruction PM - ICI Projects
EBC Inc.
Mississauga, ON
EBC is looking for a Preconstruction Project Manager to oversee all phases of the preconstruction process while working closely with
Added 1 hour ago
SC
Account Manager - Graphics
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Calgary, AB
- Full-time
We are currently looking for a Full-Time Account Manager - Graphics located in Calgary, Alberta, reporting to the Senior Director, Technology Solutions, Graphic Systems and Solutions.
Added 1 hour ago
R
Relationship Manager, Commercial Financial Services
RBC
Ottawa, ON
- Full-time
The successful candidate must be mobile across multiple markets. Working territory will be discussed with hiring manager.
Added 1 hour ago
L
Sales Manager - North America
LithologIQ
Canada
- Full-time
We are looking for an experienced, well-connected Sales Manager based in Canada to grow our business across North America, with a strong focus on the United States.
Added 1 hour ago
AI
Territory Sales Manager
AFC Industries
Saint-Magloire, QC · L'Islet, Quebec
- Full-time
The Territory Sales Manager is responsible for managing and growing AFC Canada's strategic business relationship with Umano Medical through the execution and management of a Vendor Managed…
Added 1 hour ago
D
Marketing Manager - Part Time
Duke
St. Catharines, ON
- $60,000 to $80,000 CAD / year
- Part-time
Monthly report on sales and project status, obstacles/challenges, evaluate risks and provide proposals for solutions/improvement/etc.
Added 1 hour ago
B
Trust and Estate Advisor
BMO
Vancouver, BC · Victoria, BC · FBT
- Full-time
Leads and contributes to the development of compelling proposals, presentations, and customized solutions for prospective and existing clients.
Added 1 hour ago
B
Trust and Estate Advisor
BMO
Edmonton, AB · Enbridge
- Full-time
Leads and contributes to the development of compelling proposals, presentations, and customized solutions for prospective and existing clients.

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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