Trust and Estate Wealth Advisor

Apply 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 trust, estate, and wealth solutions while connecting clients with internal expertise. The work includes business development, referral networks, proposals, and strategic recommendations.

• Provide specialized trust and estate expertise to clients and advisors
• Build relationships with affluent and high-net-worth individuals and families
• Identify trust, estate, tax, investment, and private banking opportunities
• Develop proposals and customized solutions for prospective clients
• Collaborate across Wealth Management to deliver integrated experiences

• Complete the Canadian Securities Course
• Hold or pursue TEP, STI, or MTI designation
• Understand private wealth, investments, taxation, and financial planning
• Build trusted relationships with sophisticated clients and referral partners
• Communicate complex planning concepts clearly in writing and conversation

Bring technical knowledge, sound judgment, and relationship management skills to trust, estate, and wealth advisory work.