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Estate and Trust Planning Lead
2 months ago
We are seeking a highly skilled and experienced Estate and Trust Planning Lead to join our team at MD Financial Management. As a key member of our Wealth Strategy Team, you will play a critical role in delivering exceptional estate and trust planning solutions to our clients.
Key Responsibilities- Develop and implement comprehensive estate and trust planning strategies for our clients, ensuring alignment with their financial goals and objectives.
- Collaborate with our team of financial advisors, planners, and specialists to provide expert guidance on estate and trust planning matters.
- Conduct thorough research and analysis to stay up-to-date on changes in estate, trust, and tax legislation, and provide recommendations to ensure compliance with relevant laws and regulations.
- Develop and maintain strong relationships with external partners, including lawyers, notaries, and other trust professionals, to provide expert advice and support to our clients.
- Design and deliver educational seminars and workshops to our clients and internal stakeholders on estate and trust planning topics.
- Manage and mitigate risk associated with estate and trust planning, ensuring that our clients' interests are protected and their assets are preserved.
- Participate in the development and implementation of our estate and trust planning policies and procedures, ensuring alignment with our company's values and objectives.
- Member in good standing of the Chambre des notaires du Québec or the Quebec Bar association.
- Proven experience in the estate and trust industry, including the regulatory environment.
- Extensive knowledge of the competitive estate and trust market – products, companies, taxation, and marketing concepts.
- Detailed knowledge of estate and trust law, including related Quebec Civil law, to resolve complex problems and provide guidance to our staff and clients.
- Demonstrated history of working with notaries/lawyers, advisors, and other trust professionals.
- Dynamic written, presentation, and public speaking skills.
- Ability to work non-standard hours and travel as required.
- Fluency in both French and English is required.
- Strong analytical and problem-solving skills, with the ability to think critically and strategically.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients, colleagues, and external partners.
- Ability to work independently and as part of a team, with a strong focus on delivering exceptional results and exceeding client expectations.
- University degree in Common law, with an ability to support Common Law provinces.
- Industry accreditation (Canadian Securities Commission, Institut québécois de planification financière (IQPF) diploma, Certified Financial Planner, Personal Financial Planner).
- Society of Trust and Estate Practitioners (STEP) designation (TEP), or equivalent.
- Diploma or master's degree in taxation.
