Trust And Estate Wealth Advisor
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As a Trust and Estate Advisor, you will deliver holistic advice to affluent and high-net-worth individuals, families, business owners, and professional 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 partnersBuild relationships with affluent and high-net-worth clientsDevelop business strategies supporting growth, sales, and relationshipsIdentify opportunities across trust, estate, tax, and investmentsCollaborate across Wealth Management to deliver integrated solutionsRequirements:
Completion of the Canadian Securities CourseTrust and Estate Practitioner designation preferredBroad knowledge of financial services and private wealthStrong communication, analytical, negotiation, and influencing capabilitiesSound judgment in complex and non-routine situationsBring trust expertise, technical knowledge, and consultative judgment to BMO’s wealth relationships and customized client solutions.
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Trust And Estate Wealth Advisor
2 days ago
Winnipeg, MB, Winnipeg Census Division, MB; Manitoba, Canada Bank N.A. Full-timeApply trust and estate expertise at 595 Burrard Street while advising affluent clients and building sophisticated wealth relationships. Deliver holistic solutions through consultative sales and service.This Trust and Estate Advisor role provides advisory-based sales and relationship management for prospective and existing clients. You will develop customized...
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Trust And Estate Wealth Advisor
2 days ago
Winnipeg, MB, Winnipeg Census Division, MB; Manitoba, Canada BMO Full-timeAdvise 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...
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Trust And Estate Wealth Advisor
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Trust and Estate Wealth Advisor
3 hours ago
Winnipeg, Manitoba, Canada Bank N.A. Full-timeApply trust and estate expertise at 595 Burrard Street while advising affluent clients and building sophisticated wealth relationships. Deliver holistic solutions through consultative sales and service. This Trust and Estate Advisor role provides advisory-based sales and relationship management for prospective and existing clients. You will develop...
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Trust and Estate Wealth Advisor
3 hours ago
Winnipeg, Manitoba, Canada BMO Full-timeAdvise 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...
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Trust and Estate Wealth Advisor
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Winnipeg, Manitoba, Canada Bank of Montreal Full-timeTrust 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...
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Trust And Estate Advisor
2 days ago
Winnipeg, MB, Winnipeg Census Division, MB; Manitoba, Canada BMO Financial Group Full-time €70,000 - €150,000 TemporaryApplication Deadline:11/29/2026Address:10175 101 Street NWJob Family Group:Wealth Sales & ServiceRole OverviewProvides advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospective and existing client relationships while delivering an exceptional client experience. Demonstrates a deep understanding of client needs...
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Trust And Estate Advisor
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Winnipeg, MB, Winnipeg Census Division, MB; Manitoba, Canada BMO Full-time €70,000 - €150,000 TemporaryRole Overview Provides advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospective and existing client relationships while delivering an exceptional client experience. Demonstrates a deep understanding of client needs through the proactive delivery of holistic advice and customized wealth, trust, and estate...
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Trust And Estate Advisor
2 days ago
Winnipeg, MB, Winnipeg Census Division, MB; Manitoba, Canada Bank of Montreal Full-time €70,000 - €150,000 TemporaryApplication Deadline: 11/29/2026 Address: 595 Burrard Street Job Family Group: Wealth Sales & ServiceRole Overview Provides advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospective and existing client relationships while delivering an exceptional client experience. Demonstrates a deep understanding of client...