Estate Planning Specialist

Job SummaryWe are seeking a highly skilled Estate Planning Specialist to join our team at National Bank Financial (NBF). As a Senior Advisor for Wealth Management, you will play a key role in providing expert advice to our clients and supporting our estate planning specialists in their mandates.The ideal candidate will have a strong background in estate...

About the RoleWe are seeking a highly skilled and experienced Estate Planning Specialist to join our team at National Bank Financial (NBF). As a key member of our client advice center, you will work closely with our estate planning specialists (lawyers and notaries) to provide expert advice to our clients.The successful candidate will have a strong...

About the RoleWe are seeking a highly skilled and experienced Estate Planning Specialist to join our team at National Bank Financial (NBF). As a key member of our client advice center, you will work closely with our estate planning specialists (lawyers and notaries) to provide expert advice to our clients.The successful candidate will have a strong...

About the RoleWe are seeking a highly skilled Estate Planning Specialist to join our team at National Bank Financial (NBF). As a Senior Advisor for Wealth Management, you will play a key role in providing expert advice to our clients and supporting our estate planning specialists in their mandates.The ideal candidate will have a strong background in estate...

Job SummaryWe are seeking a highly skilled Estate Planning Specialist to join our team at National Bank Financial (NBF). As a key member of our client advice center, you will work closely with our estate planning specialists to provide expert advice to our clients.Your primary responsibility will be to draft recommendations and provide advice to investment...

Pursuing a career as a Senior Estate Planning Advisor at Banque Nationale du Canada means being at the heart of client advice and working in collaboration with our team to provide expert guidance.About the Role:As a Senior Estate Planning Advisor, you will be responsible for providing strategic advice to clients on estate planning, wealth transfer, and...

About the RolePursuing a career as a Senior Estate Planning Advisor at Banque Nationale du Canada means being at the heart of our client advice center and working in collaboration with our team to provide expert guidance on estate planning and wealth management.Key ResponsibilitiesDevelop and implement estate planning strategies for high net worth...

About the RoleWe are seeking a highly skilled Senior Estate Planning Drafting Advisor to join our team at National Bank Financial in Quebec. This is a unique opportunity to work collaboratively with our estate planning specialists, including lawyers and notaries, to provide expert advice to clients.The ideal candidate will have a strong background in estate...

About the RoleWe are seeking a highly skilled Notary licenced in Quebec to join our team at ClearEstate. As an external Wills & Estates Notary, you will play a crucial role in helping us serve our clients and build our platform.Key ResponsibilitiesDraft and notarize estate planning and settlement documents with precision and attention to detail.Represent...

About the RoleWe are seeking a highly skilled Notary licenced in Quebec to join our team at ClearEstate. As an external Wills & Estates Notary, you will play a crucial role in helping us serve our clients and build our platform.Key ResponsibilitiesDraft and notarize estate planning and settlement documents with precision and attention to detail.Represent...

ClearEstate's mission is to empower estate executors by delivering transparent estate settlement and planning solutions through highly trained professionals and state-of-the-art technology.We are seeking a Notary licenced in Quebec with experience drafting and notarizing estate documents to join our team as an External Estate Services Expert. This role will...

ClearEstate is a leading provider of estate settlement and planning solutions, empowering executors with transparent and efficient services.We are seeking a Notary licenced in Quebec with experience in drafting and notarizing estate documents to join our team of professionals. This role will involve working closely with our operations and professional...

About the RoleWe are seeking a highly skilled and experienced Estate Administration Specialist to join our team at ClearEstate. As a Senior Estate Specialist, you will be responsible for managing professional estate, trust, and Power of Attorney files, providing fiduciary services for these accounts.Key Responsibilities:Manage professional estate, trust, and...

About ClearEstateWe are a fast-growing tech start-up revolutionizing the estate settlement industry. Our mission is to make estate planning and settlement easy and accessible for families across North America.Job DescriptionWe are seeking a highly organized and detail-oriented Senior Estate Specialist to join our team. As a key member of our Professional...

About ClearEstateWe are a fast-growing tech start-up revolutionizing the estate settlement industry. Our mission is to make estate planning and settlement easy and accessible for families across North America.Job DescriptionWe are seeking a highly organized and detail-oriented Senior Estate Specialist to join our team. As a key member of our Professional...

OverviewNational Bank Financial (NBF) is a leading asset management firm in Quebec, and as a Senior Estate Planning Drafting Advisor, you will be at the heart of our client advice center, collaborating with estate planning specialists to serve our clients.Estimated Salary:$110,000 - $150,000 per year, depending on experience and qualifications.Job...

About the RoleWe are seeking a highly skilled and detail-oriented Estate Planning Advisor Associate to join our team. As a key member of our estate planning team, you will be responsible for providing exceptional administrative support to our estate planning advisors, ensuring seamless execution of their daily operations.Key ResponsibilitiesProvide...

About the RoleWe are seeking a highly skilled and detail-oriented Estate Planning Advisor Associate to join our team. As a key member of our estate planning team, you will be responsible for providing exceptional administrative support to our estate planning advisors, ensuring seamless execution of their daily operations.Key ResponsibilitiesProvide...

Are you looking for a challenging role that will utilize your analytical and organizational skills? We are seeking a Regional Estate Specialist to join our team at Scotiabank.Key Responsibilities:Support the Estate and Trust team in managing client relationships and ensuring timely completion of tasks.Provide administrative support to Estate and Trust...

High Net Worth Advisory OpportunityWe are seeking a highly skilled Senior Estate Planning Specialist to join our team at National Bank Financial in Quebec. As a trusted partner to estate planners, you will play a key role in drafting recommendations and providing advice to high net worth clients.About the Role:You will become one of the references in estate...