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Senior Estate Planning Consultant
2 months ago
Position Overview
The role of a Senior Estate Planning Consultant at National Bank involves providing expert guidance to clients and Investment Advisors (IAs) regarding their estate planning requirements. This position is exclusively focused on consulting, devoid of responsibilities related to the reception or drafting of legal documents.
Department Mission
The primary objective of our department is to deliver exceptional expertise and services in the areas of succession planning, retirement strategies, and tax implications.
Key Responsibilities
- Serve as a vital resource for the client advisory team within one of Quebec's leading asset management institutions.
- Collaborate with financial and estate planning professionals to assist IAs and clients in the region with their estate planning needs.
- Conduct comprehensive client interviews to establish trust and rapport, and formulate tailored estate planning recommendations for high-net-worth individuals.
- Design and present training sessions on estate planning topics for investment advisors.
- Remain updated on the latest developments in estate planning to enhance processes, systems, and methodologies in a continuous improvement framework.
Qualifications
In-depth understanding of estate planning principles, including succession law, trust management, and property administration.
Interpersonal Skills
Proven ability to cultivate strong professional relationships with a diverse range of professionals, including investment advisors, tax specialists, and financial planners.
Employee Benefits
Alongside competitive remuneration, new hires will have access to a comprehensive suite of flexible benefits designed to support personal and family well-being, including:
- Flexible group insurance options
- Generous pension plan
- Opportunities for community engagement
- Access to a virtual sleep clinic
Company Culture
At National Bank, we prioritize our people. We are a human-scale bank recognized for our courage, entrepreneurial spirit, and commitment to our clients.
