Trust And Estate Wealth Advisor
BMO
Advise affluent clients through trust, estate, and wealth solutions at BMO Financial Group. Build relationships while delivering holistic, customized advice.As a Trust and Estate Advisor, you will manage prospective and existing client relationships through advisory-based sales. You will support affluent and high-net-worth individuals, families, business owners, and professional advisors. The work combines trust and estate expertise, business development, referral-network growth, and collaboration across Wealth Management.Key Responsibilities:
Provide specialized trust and estate expertise to clients and partnersBuild relationships using a holistic, advice-based approachIdentify trust, estate, tax, investment, and private banking opportunitiesDevelop proposals, presentations, and customized client solutionsConnect clients with appropriate internal and enterprise expertiseRequirements:
Complete the Canadian Securities CourseHold or pursue a preferred TEP or Trust Institute designationUnderstand financial services, private wealth, taxation, and investmentsBuild credibility with sophisticated clients and referral partnersCommunicate complex planning concepts clearly and professionallyApply trust and estate expertise, sound judgment, and relationship management to BMO’s integrated wealth solutions.
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Provide specialized trust and estate expertise to clients and partnersBuild relationships using a holistic, advice-based approachIdentify trust, estate, tax, investment, and private banking opportunitiesDevelop proposals, presentations, and customized client solutionsConnect clients with appropriate internal and enterprise expertiseRequirements:
Complete the Canadian Securities CourseHold or pursue a preferred TEP or Trust Institute designationUnderstand financial services, private wealth, taxation, and investmentsBuild credibility with sophisticated clients and referral partnersCommunicate complex planning concepts clearly and professionallyApply trust and estate expertise, sound judgment, and relationship management to BMO’s integrated wealth solutions.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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