Trust and estate expertise meets relationship management at BMO’s 595 Burrard Street location, serving affluent and high-net-worth clients through holistic advice.

This Trust and Estate Advisor develops customized wealth, trust, and estate solutions for individuals, families, business owners, and professional advisors. The role combines specialized trust knowledge, business development, client profiling, and cross-enterprise collaboration to deliver integrated experiences. Solid judgment supports complex client situations.

Key Responsibilities:

- Provide specialized trust and estate expertise to clients and partners
- Build relationships with affluent and high-net-worth clients
- Identify trust, estate, tax, investment, and private banking opportunities
- Develop proposals, presentations,



and customized client solutions
- Monitor pipelines, opportunities, activities, and business development results

Requirements:

- Completion of the Canadian Securities Course
- Preferred Trust and Estate Practitioner or Trust Institute designation
- Broad knowledge of private wealth and financial services
- Strong communication, analytical, negotiation, and influencing capabilities
- Ability to exercise sound judgment independently

Use trust expertise, business development, and sound judgment to advance integrated wealth solutions for BMO clients and partners.

📌 Trust and Estate Advisor Vancouver
🏢 BMO
📍 Vancouver