Trust and estate expertise drives this advisory-based Wealth Advisor position at BMO, serving affluent and high-net-worth clients at 595 Burrard Street.

The Trust and Estate Advisor builds relationships and grows a portfolio through holistic, customized wealth solutions. This role applies trust, estate, taxation, investment, and private banking knowledge. It also develops referral networks and collaborates with internal experts across Wealth Management. The work supports complex client needs through consultative advice, sound judgment, and integrated solutions.

Key Responsibilities:

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



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

Requirements:

- Completion of the Canadian Securities Course
- Trust and Estate Practitioner designation preferred
- Knowledge of private wealth and financial services
- Robust analytical, negotiation, and influencing capabilities
- Commitment to obtaining TEP designation within five years

Apply trust and estate knowledge, relationship management, and business development skills as a BMO Wealth Advisor serving sophisticated clients.

📌 Trust and Estate Wealth Advisor (Vancouver)
🏢 Bank of Montreal
📍 Vancouver