Estate Planning Advisor Associate

About the RoleThis is an exciting opportunity to join our team as an Estate Planning Advisor Associate. In this role, you will be responsible for providing high-quality administrative support to our Estate Planning Advisors, ensuring seamless day-to-day operations and exceptional client experiences.Key ResponsibilitiesAssist Estate Planning Advisors with...

pbJob Summary/b/ppWe are seeking a highly skilled Estate Planning Advisor Associate to join our team. The successful candidate will provide administrative support to our Estate Planning Advisors, ensuring the smooth operation of our business./ppbKey Responsibilities/b/pulliProvide comprehensive administrative support to Estate Planning Advisors, including...

Estate Planning Associate - Insurance SupportJob Summary: We are seeking an experienced Administrative Support Associate to join our Estate Planning team. As an Administrative Support Associate, you will provide high-quality administrative support to our Estate Planning Advisors, ensuring timely and efficient handling of new business and in-force...

Job SummaryThis role is responsible for providing high-quality administrative support to Estate Planning Advisors, ensuring timely and efficient handling of new business and in-force applications, and delivering exceptional client experiences.Key ResponsibilitiesProvide comprehensive administrative support to Estate Planning Advisors, including processing...

Job SummaryThis role is responsible for providing high-quality administrative support to Estate Planning Advisors, ensuring timely and efficient handling of new business and in-force applications, and delivering exceptional client experiences.Key ResponsibilitiesProvide comprehensive administrative support to Estate Planning Advisors, including processing...

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...

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...

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 Estate Planning Drafting Advisor to join our team at Banque Nationale du Canada. As a key member of our client advice center, you will play a critical role in providing expert advice and guidance to our clients.Key ResponsibilitiesDevelop and implement estate planning strategies for clientsCollaborate with...

About the RoleWe are seeking a highly skilled Estate Planning Drafting Advisor to join our team at Banque Nationale du Canada. As a key member of our client advice center, you will play a critical role in providing expert advice and guidance to our clients.Key ResponsibilitiesDevelop and implement estate planning strategies for clientsCollaborate with...

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 SummaryThis role is responsible for providing administrative support to Estate Planning Advisors, ensuring timely and efficient handling of new insurance applications, pending underwriting cases, and policy service support. The successful candidate will provide comprehensive support to sales generating service and support to all TD Wealth Sales...

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...

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 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 Estate and Trust Consultant to join our team at Scotiabank. As a key member of our wealth management team, you will be responsible for providing clients with premium wealth management experiences.Key ResponsibilitiesDeliver estate planning services and other estate and trust solutions to High Net Worth (HNW)...

Job SummaryWe are seeking a highly skilled Senior Financial Planning Associate to join our team at Scotiabank. As a key member of our Wealth Management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors. Your expertise will help our clients achieve their financial goals and objectives.Key...

Job SummaryWe are seeking a highly skilled Senior Financial Planning Associate to join our team at Scotiabank. As a key member of our Wealth Management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors. Your expertise will help our clients achieve their financial goals and objectives.Key...

About ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers, their families, and their communities achieve success through various advice, products, and services.A High-Paying OpportunityWe are offering a highly competitive salary of approximately $85,000 per year for this Senior Financial...

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...