Lead Estate Planning Consultant

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...

Job SummaryJob DescriptionWhat is the Opportunity?As a key member of the Wealth Management Services team at Royal Bank of Canada, your role as an Estate Planning Consultant is to collaborate with Investment Advisors to provide expert consulting services to their clients, which can then be implemented in coordination with their own tax and legal...

Job SummaryJob DescriptionWhat is the Opportunity?As a key member of the Wealth Management Services team at Royal Bank of Canada, your role as an Estate Planning Consultant is to collaborate with Investment Advisors to provide expert consulting services to their clients, which can then be implemented in coordination with their own tax and legal...

About the RoleWe 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 ResponsibilitiesDevelop and implement comprehensive estate and...

About the RoleWe 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 ResponsibilitiesDevelop and implement comprehensive estate and...

Position Overview:As the Estate and Trust Lead for MD Signature Private Wealth, you will play a pivotal role in delivering a comprehensive estate and trust planning service tailored for our high-net-worth clientele in Quebec. Your expertise will ensure that our affluent clients receive timely and insightful guidance on complex estate matters.Key...

Position Overview:As the Estate and Trust Lead for MD Signature in Quebec, you will play a pivotal role in delivering a comprehensive estate and trust planning service tailored for our affluent clientele. Your expertise will ensure the timely and insightful provision of advanced estate and trust planning advice, education, and support to various...

Position Overview: This role is classified as Grade P7.Referral Level: Level 2Division: MI Retail DistributionCompany Overview: The Ladders is recognized as a prominent entity in the realm of diversified wealth and asset management, overseeing approximately $271 billion in total assets under management.Role Responsibilities: The successful candidate will be...

Is this position the right fit for you? In this role, you will: Oversee the estate and trust services for MD Financial Management clients, ensuring an exceptional client experience, enhancing awareness, and creating client-facing materials and resources. Conduct research and provide expert knowledge in estate and trust planning to MD advisors, financial...

Position Overview:As the Lead Estate and Trust Consultant for MD Signature Private Wealth, you will play a pivotal role in delivering comprehensive estate and trust planning services to our most affluent clientele. Your expertise will ensure that our clients receive timely and insightful guidance tailored to their complex financial needs.Key...

About the RoleWe are seeking a highly skilled Estate and Trust Lead to join our team at Scotiabank in Quebec, QC.Key ResponsibilitiesDevelop and implement robust estate and trust plans to meet client needs.Collaborate with the Director, Financial Planning to drive business growth and success.Provide expert advice on estate and trust matters to clients and...

About the RoleWe are seeking a highly skilled Estate and Trust Lead to join our team at Scotiabank in Quebec, QC.Key ResponsibilitiesDevelop and implement robust estate and trust plans to meet client needs.Collaborate with the Director, Financial Planning to drive business growth and success.Provide expert advice on estate and trust matters to clients and...

Position Overview: The role of a Senior Wealth Management Consultant at National Bank involves assisting clients and Investment Advisors (IAs) in navigating their estate planning requirements by offering both general and tailored insights. Key Responsibilities: Provide expert guidance on estate planning strategies to enhance client financial security....

Is this position a fit for you? In this capacity, you will: Oversee the estate and trust services for MD clients, ensuring an exceptional client journey, enhancing awareness, and crafting client-oriented materials and resources. Conduct research and deliver estate and trust planning expertise to MD advisors, financial consultants, and specialists. This...

About the RoleWe are seeking a highly skilled and experienced Estate and Trust Lead to join our team at Scotiabank. As a key member of our Wealth Planning group, you will be responsible for developing and delivering a comprehensive estate and trust planning offering to our most affluent clients.Key ResponsibilitiesSteward the estate and trust offering for...

About the RoleWe are seeking a highly skilled and experienced Senior Lawyer to join our team at Options Consulting Solutions. As a Senior Lawyer, you will be responsible for providing expert legal advice on a range of residential real estate matters.Key ResponsibilitiesManage residential real estate transactions from beginning to end, ensuring seamless...

About the RoleWe are seeking a highly skilled and experienced Senior Lawyer to join our team at Options Consulting Solutions. As a Senior Lawyer, you will be responsible for providing expert legal advice on a range of residential real estate matters.Key ResponsibilitiesManage residential real estate transactions from beginning to end, ensuring seamless...

Position: Trust AgentLocation: Canada : Quebec : QuebecCompany: Banque ScotiaRole Overview:As a Trust Agent, you will be responsible for delivering a tailored and exceptional customer experience to high-net-worth clients and their beneficiaries. Your role will involve:Providing a proactive and personalized service to affluent clienteleIdentifying and...

Job DescriptionAs a Senior Estate Planning Advisor at National Bank Financial (NBF), you will play a key role in supporting clients and Investment Advisors (IAs) with their estate planning needs. This is a unique opportunity to provide expert guidance and advice to high-net-worth individuals, helping them achieve their financial goals.Key...

Job DescriptionAs a Senior Estate Planning Advisor at National Bank Financial (NBF), you will play a key role in supporting clients and Investment Advisors (IAs) with their estate planning needs. This is a unique opportunity to provide expert guidance and advice to high-net-worth individuals, helping them achieve their financial goals.Key...