Trust And Estate Wealth Advisor

Advise affluent clients through trust, estate, and wealth solutions at BMO in Edmonton, using specialized expertise and relationship management.As a Trust and Estate Advisor, you will deliver holistic advice to affluent and high-net-worth individuals, families, business owners, and professional advisors. You will support growth across an assigned market and portfolio through customized solutions, referral networks, and integrated collaboration. Your work connects clients with trust, estate, power of attorney, tax, investment, private banking, and broader wealth management expertise.Key Responsibilities:
Provide specialized trust and estate expertise to clients and partnersBuild relationships with affluent and high-net-worth clientsDevelop business strategies supporting growth, sales, and relationshipsIdentify opportunities across trust, estate, tax, and investmentsCollaborate across Wealth Management to deliver integrated solutionsRequirements:
Completion of the Canadian Securities CourseTrust and Estate Practitioner designation preferredBroad knowledge of financial services and private wealthStrong communication, analytical, negotiation, and influencing capabilitiesSound judgment in complex and non-routine situationsBring trust expertise, technical knowledge, and consultative judgment to BMO’s wealth relationships and customized client solutions.
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