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Estate and Trust Professional
2 months ago
As the Estate and Trust Lead, MD Signature Private Wealth - Quebec, you will be responsible for developing and implementing robust estate and trust plans that meet the needs of our clients.
Key Responsibilities:
- Collaborate with the Director, Financial Planning, to create and execute estate and trust strategies
- Provide expert advice on trust and estate planning to clients and their families
- Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practices
About MD Signature Private Wealth:
MD Signature Private Wealth is a leading wealth management firm committed to delivering exceptional client service and results-driven solutions. Our team is dedicated to helping clients achieve their financial goals and build lasting legacies.
