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 qualified 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 partners
- Build relationships using a holistic, advice-based approach
- Identify trust, estate, tax, investment, and private banking opportunities
- Develop proposals, presentations,



and customized client solutions
- Connect clients with appropriate internal and enterprise expertise

Requirements:

- Complete the Canadian Securities Course
- Hold or pursue a preferred TEP or Trust Institute designation
- Understand financial services, private wealth, taxation, and investments
- Build credibility with sophisticated clients and referral partners
- Communicate complex planning concepts clearly and professionally

Apply trust and estate expertise, sound judgment, and relationship management to BMO’s integrated wealth solutions.

📌 Trust and Estate Wealth Advisor (British Columbia)
🏢 BMO
📍 British Columbia