Estate Planning Drafting Advisor
1 week ago
1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. *** Please note that this position can be held from different cities in Quebec including Montreal, Laval, Brossard or Quebec ** Pursuing a career as a Senior Estate Planning Drafting Advisor at National Bank Financial (NBF) means being at the heart of our client advice center and working in collaboration with our various estate planning specialists (lawyers and notaries) in order to serve the NBF Quebec clientele. You play the key role of trusted partner to estate planners, particularly in drafting recommendations and providing advice to be offered to the clients of investment advisors and the NBF. The sector's mission is to offer high‑quality expertise and services in matters of inheritance, retirement and taxation. Your job Become one of the references in estate planning for the client advisory team of one of the largest asset management firms in Quebec Support the team's lawyers and notaries in their mandates with investment advisors, particularly for the preparation of complex files, the analysis of legal documents, legal research but above all, the drafting of detailed estate recommendations adapted to the needs of every high net worth client Be a team player, maintain relationships with numerous internal stakeholders Manage several complex files with tight deadlines in a constantly evolving environment Maintain internal visibility and create strong interpersonal connections Be at the cutting edge of new developments in your sector of activity If interested, meeting with clients We aim to offer you maximum flexibility in your work to promote your quality of life. This translates in particular to hybrid work in the office and remotely, the organization of working time to reconcile professional and personal life, and flexible leave at times that matter. Prerequisites Minimum of 10 years of relevant experience Knowledge of estate planning concepts, probate, trusts and administration of property of others Rigorous, autonomous, organized, good spirit of synthesis Desired skills Knowledge in taxation Experience within a trust company or within a portfolio management company Good communication skills and able to popularize complex concepts Ability to adapt to change and work in an environment with multiple stakeholders Additional attribute Be a member of the Chambre des Notaires du Québec or the Barreau Your benefits 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 Additional required languages: French Seniority level Mid‑Senior level Employment type Full‑time Job function Consulting, Information Technology, and Sales Banking Referrals increase your chances of interviewing at National Bank of Canada by 2x Get notified about new Planning Advisor jobs in Montreal, Quebec, Canada. #J-18808-Ljbffr
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Estate Planning Drafting Advisor
21 hours ago
Montreal, Canada National Bank Full time*** Please note that this position can be held from different cities in Quebec including Montreal, Laval, Brossard or Quebec **Pursuing a career as a Senior Estate Planning Drafting Advisor at National Bank Financial (NBF) means being at the heart of our client advice center and working in collaboration with our various estate planning specialists (lawyers...
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Estate Planning Drafting Advisor
2 days ago
Montreal, Quebec, Canada National Bank of Canada Full time*****Please note that this position can be held from different cities in Quebecincluding Montreal, Laval, Brossard or Quebec ****Pursuinga career as a Senior Estate Planning Drafting Advisor at National BankFinancial (NBF) means being at the heart of our client advice center andworking in collaboration with our various estate planning specialists (lawyersand...
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Senior Estate Planning Drafting Advisor
1 week ago
Montreal, Canada National Bank of Canada Full timeA major financial institution is seeking a Senior Estate Planning Drafting Advisor in Montreal to collaborate with estate planning specialists and provide high-quality recommendations for high-net-worth clients. The ideal candidate will have at least 10 years of relevant experience in estate planning, a good understanding of taxation, and strong...
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Montreal, Canada National Bank of Canada Full timeSenior Advisor in Planning at the Real Estate Department A career as a Senior Advisor in Planning at National Bank means being responsible for supporting, prioritizing, and coordinating real‑estate projects that impact our entire portfolio. In this role you will optimize processes, lead with positivity, and manage priorities effectively to drive positive...
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Senior Planning Advisor – Real Estate Strategy
3 weeks ago
Montreal, Canada National Bank of Canada Full timeA major financial institution is seeking a Senior Advisor in Planning for its Real Estate Department in Montreal. The advisor will support and coordinate real-estate projects, optimize processes, and lead planning strategies. Candidates should have a Bachelor’s degree and substantial experience in needs analysis and space planning. This full-time position...
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Montreal, Canada Banque Nationale du Canada Full timeSenior Advisor in Planning at the Real Estate Department Hybrid Job number 29280 Category Senior Professional Status: Permanent Schedule: Full-Time 19-Nov-2025 Area(s) of interest: Operations Location(s): Montreal A career as a Senior Advisor in Planning at the Real Estate Department of National Bank means being responsible for supporting, prioritizing, and...
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Montreal, Canada Banque Nationale du Canada Full timeSenior Advisor in Planning at the Real Estate Department Hybrid Job number 29280 Category Senior Professional Status: Permanent Schedule: Full-Time 19-Nov-2025 Area(s) of interest: Operations Location(s): Montreal A career as a Senior Advisor in Planning at the Real Estate Department of National Bank means being responsible for supporting,...
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Montreal, Quebec, Canada National Bank of Canada Full timeAttendance: Hybrid Employment Category: Senior Professional Type of Contract: Permanent Benefits for vendors:A career as a Senior Advisor in Planning at the Real Estate Department of National Bank means being responsible for supporting, prioritizing, and coordinating real estate projects that affect our entire real estate portfolio. This position allows...
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Montreal, Canada National Bank Full timeAttendance Hybrid Job number 29280 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 19-Nov-2025 Area(s) of interest: Operations Location(s): Montreal A career as a Senior Advisor in Planning at the Real Estate Department of National Bank means being responsible for...
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Advisor, Real Property Planning
3 weeks ago
Montreal, Canada Alto Full timeJoin to apply for the Advisor, Real Property Planning role at Alto . Overview Alto is building Canada’s first high‑speed train, linking Quebec City and Toronto. We’re looking for an Advisor, Real Property Planning to help ensure that land, facilities and related assets are strategically purchased and managed to support sustainable growth. The...
