Senior Estate Planning Advisor

1 month ago

Laval, Canada National Bank Full time

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 department is to offer high-quality expertise and services in succession, retirement, and taxation.
Your Role
Become one of the key references in estate planning for the client advisory team of one of the largest asset management firms in Quebec
Based in the  Montreal North shore region offices  of NBF, you will collaborate with your colleagues (financial and estate planners) to support the region's IAs and clients in estate planning.
Conduct client interviews, establish a trust relationship with them, and draft detailed estate planning recommendations tailored to each high-net-worth client’s needs.
Be a team player and maintain relationships with numerous internal and external stakeholders.
Manage several complex cases with tight deadlines in a constantly evolving environment.
Prepare and deliver training sessions on estate planning to investment advisors.
Identify and develop business opportunities for all services and products offered by National Bank Financial.
Stay at the forefront of new developments in your field to determine the directions to follow to continue evolving processes, systems, and methods in a perspective of continuous improvement.
Understand business issues and, above all, participate in the development of practical solutions.
Prerequisites
Member of the Barreau or of the Chambre des notaires du Québec
10 years of relevant experience
In-depth knowledge of estate planning concepts, including succession law, trusts, and administration of the property of others
Significant experience in an expert advisory role
Ability to build strong professional relationships with various types of professionals (investment advisors, internal and external tax specialists, financial planners, etc.)
Skills in simplifying complex information
Listening skills necessary for understanding clients' sensitive issues
Availability for travel to NBF offices
Assets
Experience/master degree in taxation
Knowledge of insurance strategies
Knowledge of wealth management
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. Health and wellness program, including many options
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?
Come live your ambitions with us

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