Estate Planning Specialist

4 weeks ago


Mercier, Quebec, Canada National Bank Full time
Senior Estate Planning Advisor

As a Senior Estate Planning Advisor at National Bank Financial, you will play a critical role in supporting our clients and Investment Advisors with their estate planning needs. Your expertise will be invaluable in providing general or specific information to help them achieve their goals.

Key Responsibilities:

  • Support clients and Investment Advisors with estate planning needs
  • Provide general or specific information to help clients achieve their goals
  • Work closely with clients and Investment Advisors to understand their estate planning requirements

About National Bank Financial

National Bank Financial is a leading financial institution that provides a wide range of financial services to individuals, businesses, and institutions. Our team of experts is dedicated to helping our clients achieve their financial goals and objectives.



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