Advise affluent clients through trust and estate expertise, relationship management, and customized wealth solutions at 10175 101 Street NW. Deliver holistic advice across complex financial needs.
This Trust and Estate Advisor role provides advisory-based sales and relationship management for prospective and existing clients. You will build relationships with high-net-worth individuals, families, business owners, and professional advisors. The work connects trust, estate, private banking, investments, taxation, and broader wealth management expertise.
Key Responsibilities: Provide specialized trust and estate expertise to clients and partners
Develop business strategies supporting growth, sales, and relationship objectives
Identify trust, estate, tax, investment, and private banking opportunities
Lead customized proposals, presentations,



and integrated client solutions
Monitor pipelines, opportunities, business development activities, and results
Requirements: Trust and Estate Practitioner or Trust Institute designation preferred
Commitment to obtaining TEP designation within five years, if needed
Completion of the Canadian Securities Course
Broad knowledge of financial services and private wealth
Solid communication, collaboration, judgment, and technical knowledge
Apply trust and estate expertise, business development, and sound judgment to deliver integrated solutions for sophisticated wealth clients.

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📌 Trust and Estate Wealth Advisor (Alberta)
🏢 Bank N.a.
📍 Alberta