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 (Winnipeg)
🏢 BMO
📍 Winnipeg