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 skilled 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 partners
- Build relationships with affluent and high-net-worth clients
- Develop business strategies supporting growth, sales, and relationships




- Identify opportunities across trust, estate, tax, and investments
- Collaborate across Wealth Management to deliver integrated solutions

Requirements:

- Completion of the Canadian Securities Course
- Trust and Estate Practitioner designation preferred
- Broad knowledge of financial services and private wealth
- Strong communication, analytical, negotiation, and influencing capabilities
- Sound judgment in complex and non-routine situations

Bring trust expertise, technical knowledge, and consultative judgment to BMO’s wealth relationships and customized client solutions.

📌 Trust and Estate Wealth Advisor (Edmonton)
🏢 BMO
📍 Edmonton