Trust And Estate Wealth Advisor
Bank of Montreal
Trust and estate expertise drives this advisory-based Wealth Advisor position at BMO, serving affluent and high-net-worth clients at 595 Burrard Street.The Trust and Estate Advisor builds relationships and grows a portfolio through holistic, customized wealth solutions. This role applies trust, estate, taxation, investment, and private banking knowledge. It also develops referral networks and collaborates with internal experts across Wealth Management. The work supports complex client needs through consultative advice, sound judgment, and integrated solutions.Key Responsibilities:
Provide specialized trust and estate expertise to clientsBuild relationships with affluent and high-net-worth clientsIdentify trust, estate, tax, and investment opportunitiesDevelop proposals, presentations, and customized client solutionsMonitor pipelines, opportunities, activities, and business resultsRequirements:
Completion of the Canadian Securities CourseTrust and Estate Practitioner designation preferredKnowledge of private wealth and financial servicesStrong analytical, negotiation, and influencing capabilitiesCommitment to obtaining TEP designation within five yearsApply trust and estate knowledge, relationship management, and business development skills as a BMO Wealth Advisor serving sophisticated clients.
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Provide specialized trust and estate expertise to clientsBuild relationships with affluent and high-net-worth clientsIdentify trust, estate, tax, and investment opportunitiesDevelop proposals, presentations, and customized client solutionsMonitor pipelines, opportunities, activities, and business resultsRequirements:
Completion of the Canadian Securities CourseTrust and Estate Practitioner designation preferredKnowledge of private wealth and financial servicesStrong analytical, negotiation, and influencing capabilitiesCommitment to obtaining TEP designation within five yearsApply trust and estate knowledge, relationship management, and business development skills as a BMO Wealth Advisor serving sophisticated clients.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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