Trust And Estate Wealth Advisor

Advise affluent clients through trust and estate expertise, relationship management, and customized wealth solutions at 10175 101 Street NW. Deliver holistic advice across complex financial needs.This Trust and Estate Advisor role provides advisory-based sales and relationship management for prospective and existing clients. You will build relationships with high-net-worth individuals, families, business owners, and professional advisors. The work connects trust, estate, private banking, investments, taxation, and broader wealth management expertise.Key Responsibilities:
Provide specialized trust and estate expertise to clients and partnersDevelop business strategies supporting growth, sales, and relationship objectivesIdentify trust, estate, tax, investment, and private banking opportunitiesLead customized proposals, presentations, and integrated client solutionsMonitor pipelines, opportunities, business development activities, and resultsRequirements:
Trust and Estate Practitioner or Trust Institute designation preferredCommitment to obtaining TEP designation within five years, if neededCompletion of the Canadian Securities CourseBroad knowledge of financial services and private wealthStrong communication, collaboration, judgment, and technical knowledgeApply trust and estate expertise, business development, and sound judgment to deliver integrated solutions for sophisticated wealth clients.
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