Trust and Estate Advisor
Vancouver, BC +1Full Time
Bank of Montreal
Bank of Montreal requires strong knowledge of trust, estate, private banking, investments and tax, plus proven business development and relationship skills. A TEP or STI/MTI designation is preferred, and the CSC is required.
Trust and Estate Advisor
Edmonton, ABFull Time
Bank of Montreal
Bank of Montreal needs candidates with broad knowledge of financial services, trust and estate planning and taxation. Candidates should hold or pursue a TEP or Trust Institute designation and complete the Canadian Securities Course, with strong sales, relationship and communication skills.