Trust And Estate Wealth Advisor
Bank N.A.
Apply trust and estate expertise at 595 Burrard Street while advising affluent clients and building sophisticated wealth relationships. Deliver holistic solutions through consultative sales and service.This Trust and Estate Advisor role provides advisory-based sales and relationship management for prospective and existing clients. You will develop customized trust, estate, and wealth solutions while connecting clients with internal expertise. The work includes business development, referral networks, proposals, and strategic recommendations.Key Responsibilities:
Provide specialized trust and estate expertise to clients and advisorsBuild relationships with affluent and high-net-worth individuals and familiesIdentify trust, estate, tax, investment, and private banking opportunitiesDevelop proposals and customized solutions for prospective clientsCollaborate across Wealth Management to deliver integrated experiencesRequirements:
Complete the Canadian Securities CourseHold or pursue TEP, STI, or MTI designationUnderstand private wealth, investments, taxation, and financial planningBuild trusted relationships with sophisticated clients and referral partnersCommunicate complex planning concepts clearly in writing and conversationBring technical knowledge, sound judgment, and relationship management skills to trust, estate, and wealth advisory work.
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Provide specialized trust and estate expertise to clients and advisorsBuild relationships with affluent and high-net-worth individuals and familiesIdentify trust, estate, tax, investment, and private banking opportunitiesDevelop proposals and customized solutions for prospective clientsCollaborate across Wealth Management to deliver integrated experiencesRequirements:
Complete the Canadian Securities CourseHold or pursue TEP, STI, or MTI designationUnderstand private wealth, investments, taxation, and financial planningBuild trusted relationships with sophisticated clients and referral partnersCommunicate complex planning concepts clearly in writing and conversationBring technical knowledge, sound judgment, and relationship management skills to trust, estate, and wealth advisory work.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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