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Added 8 mins ago
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Principal Structural Designer
Worley
Calgary, AB · Edmonton, AB
- Full-time
…expertise. The Principal Structural Designer is a trusted technical advisor to project leadership and clients, and a key contributor to the development of best practices, standards, and…
Added 38 mins ago
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Account Executive, Enterprise (Restaurants)
Solink
Remote, Canada
- $240,000 to $300,000 CAD / year
- Full-time
- Remote
…growing our restaurant vertical by acquiring and expanding strategic accounts, acting as a trusted advisor to customers, and helping restaurant organizations improve visibility, reduce…
Added 1 hour ago
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Senior Buyer
Worley
Oakville, ON
- Full-time
…mitigate procurement risk. You will also serve as a trusted advisor to project teams and stakeholders, providing guidance on procurement best practices and contributing to successful…
Added 1 hour ago
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Group Finance Manager, Canada Enterprise Team
Microsoft
Toronto, ON
- Full-time
…Enterprise team. This is a great opportunity to become a trusted advisor to the ATU. In Microsoft's sales organization, the ATU (Account Team Unit) is the customer-facing account team that…
Added 1 hour ago
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Senior Manager, Complex Accounting
CAE
Montreal, QC
- Full-time
Be a strategic business partner and advisor on accounting related issues to management and different finance teams, including: business units, merger and acquisition, tax, treasury,…
Added 1 hour ago
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BUSINESS ADVISOR, ARTIFICIAL INTELLIGENCE, Advisory Services - Calgary
BDC
Calgary, AB
- Full-time
The Business Advisor for AI, serves as a trusted strategic advisor to Canadian entrepreneurs and executive teams seeking to leverage artificial intelligence to improve performance,…
Added 1 hour ago
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Client Solutions Lead
Insight
Montreal, QC
- Full-time
Trusted advisor approach with client executives and the ability to build long-term relationships.
Added 1 hour ago
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Conseiller(ère) principal(e) à la transformation
Hitachi
Varennes, QC · (HE)Office_QC, Varennes
- Full-time
As an HR Transformation Advisor, you will act as a catalyst between strategy, leaders and teams to coordinate initiatives related to workforce planning, skills development, organizational…
Added 1 hour ago
CC
Bilingual Technical Pre-Sales Consultant-Hybrid
Canon Canada
Quebec, QC
- $71,300 to $82,000 CAD / year
- Full-time
Strategic Discovery: Lead deep-dive discovery sessions with prospective clients to uncover operational pain points and document current-state workflows.
Added 1 hour ago
TC
Senior Category Management Specialist
TJX Canada – Winners, Marshalls, HomeSense
Mississauga, ON
- $76,620 to $107,268 CAD / year
- Full-time
We’re looking for a dynamic and strategic professional to support sourcing and contracting efforts for all non-merchandise areas of the business. In this role, you will play a key part in…
Added 2 hours ago
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Corporate Security Officer (CSO) , Canada
Saab UK
Ottawa, ON
- Full-time
…serve as Saab Canada's principal security authority and trusted advisor to the Canadian leadership team while maintaining close collaboration and alignment with Saab's global security…
Added 2 hours ago
CC
Labor Relations Specialist
Carlson Construction Group
North Vancouver, BC
- $80,000 to $95,000 CAD / year
- Full-time
…labor-management relationships. You will serve as a trusted advisor to leaders across the organization while helping ensure compliance, consistency, and strong workforce…
Added 2 hours ago
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Senior Manager, Learning & Knowledge Management
BMO
Toronto, ON · YNG
- Full-time
Acts as a trusted advisor and senior subject matter resource for learning, procedures, change management, communications, and program knowledge.
Added 2 hours ago
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BUSINESS ADVISOR, OPERATIONAL EFFICIENCY (Automation) - Calgary
BDC
Calgary, AB
- Full-time
…investment planning, productivity improvement initiatives, and strategic operations mandates. The Business Advisor helps clients evaluate, prioritize, and implement automation and…
Added 2 hours ago
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BUSINESS ADVISOR, CYBERSECURITY, ADVISORY SERVICES - Calgary
BDC
Calgary, AB
- Full-time
The Business Advisor, Cybersecurity in BDC Advisory Services, delivers standard and customized advisory services projects for a specific practice, with a focus on professional, high-quality…
Added 2 hours ago
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Senior Advisor, Product Line Management, Maintenance & Managed Services
Ciena
Canada
- Full-time
Serve as the expert portfolio advisor for complex maintenance, managed-service and resident-engineer opportunities.
Added 2 hours ago
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Account Manager
Vantage Circle
Remote, Canada
- $80,000 to $100,000 CAD / year
- Full-time
- Remote
…enterprise clients in Canada and the US. You will be their strategic partner for recognition: driving adoption, proving ROI, renewing contracts, and finding room to grow. You will work with…
Added 2 hours ago
Agency Partner Manager
Reddit
Toronto, ON
…Holding Companies and their clients. You'll manage and support strategic relationships. You’ll be detail oriented and output focused, have strong communication and people skills, and you…
Added 2 hours ago
Branch Manager, Vancouver
Odlum Brown
Vancouver, BC
Odlum Brown is seeking an experienced, dynamic leader for the Vancouver office. This pivotal role connects advisor operations, regulatory compliance, and strategic business growth.
Added 3 hours ago
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HR Advisor Specialized in Labor Relations - Temporary
Safran
Mirabel, QC
- Full-time
As a strategic partner in labor relations, you will support managers and the HR team in a stimulating unionized environment. You will handle sensitive and complex cases, provide informed…
Added 3 hours ago
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Senior Finance Analyst
TD
Toronto, ON
- Full-time
We are seeking a highly motivated, strategic, and analytical finance professional to support the GTS Wealth portfolio. In this role, you will serve as a trusted advisor to business leaders,…
Added 3 hours ago
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BUSINESS ADVISOR, STRATEGY OPERATIONS, ADVISORY SERVICES - Vancouver
BDC
Vancouver, BC
- Full-time
As a Business Advisor, Strategy and Operations within BDC Advisory Services, you act as a trusted advisor to entrepreneurs and leadership teams seeking to improve operational performance,…
Added 3 hours ago
TT
Senior Distribution Services Operations Trainer
The TJX Companies, Inc.
Mississauga, ON · CAN Home Office Mississauga ON
- $76,620 to $107,268 CAD / year
- Full-time
Serve as a trusted advisor and coach to Distribution Center leadership teams, offering guidance, sharing best practices, and strengthening operational capability and business acumen.Stay…
Added 3 hours ago
CU
Administrative Coordinator (TERM)
Carleton University
Ottawa, ON
- Other
The university’s Strategic Integrated Plan 2020-2025 is an ambitious vision for the future, anchored in Carleton’s strengths and student-centric, community-engaged values.
Added 3 hours ago
I
Brand Technical Specialist (Solutions) - Hashicorp
IBM
Toronto, ON
- $144,000 to $194,400 CAD / year
- Full-time
Serve as Trusted Advisor: You will act as a trusted advisor to aligned accounts, technical teams, and business stakeholders throughout the customer lifecycle.

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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