Senior Estate Planning Advisor

Area of Interest: Wealth management ...

A career as a Senior Estate Planning Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with their estate planning needs by providing general or specific information. In other words, it's a rare 100% consulting position without the reception or drafting of notarial acts! The mission of the...

A career as a Senior Estate Planning Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with their estate planning needs by providing general or specific information. In other words, it's a rare 100% consulting position without the reception or drafting of notarial acts! The mission of the...

**About the Role**National Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets.As a Senior Wealth Management Analyst, you will be a key member of our team, working closely with investment advisors to provide expert...

*** Please note that this position can be held from different cities in Quebec including Montreal and Quebec ***A career as a Senior Tax Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IA) in their tax needs by providing them with general or specific information. In other words, a rare 100%...

A career as a private wealth advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of...

Is this role right for you? In this role you will: You will steward the estate and trust offering for MDS clients, ensuring a compelling client experience, driving awareness, and developing client-facing content and tools. You will research, develop and provide estate and trust planning subject matter expertise to MDS advisors, financial planners, and...

Job SummaryJob DescriptionWhat is the opportunity?As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals...

p>National Bank Financial – Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior Wealth Management Analyst.ResponsibilitiesAssess and identify...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

National Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior Wealth Management Analyst. Your job Assess and identify...

  National Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior Wealth Management Analyst.  Your job  Assess and identify...

A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...

About the RoleA career as a Banking Advisor at National Bank offers a dynamic and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.You'll adopt a friendly approach and use your analytical skills to offer a people-centric experience for branch clients.This role...

A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...

A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...

A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...

A career as a Senior Financing Analyst in National Bank's Real Estate Finance group means working with our Portfolio Management Directors and Account Managers in the management of the financing granted to our clients. This job allows you to have a positive impact on our organization, thanks to your

Requisition ID: 189476 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...

Requisition ID: 189476 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...