Senior Estate Planning Specialist

1 month ago


Québec, Quebec, Canada NBC Full time
Job Title: Senior Estate Planning Advisor

At National Bank Financial (NBF), we are seeking a highly skilled Senior Estate Planning Advisor to join our team. As a key member of our client advisory team, you will play a crucial role in supporting our clients and Investment Advisors with their estate planning needs.

Key Responsibilities:
  • Provide expert advice on estate planning concepts, including succession law, trusts, and administration of the property of others.
  • Conduct client interviews, establish trust relationships, and draft detailed estate planning recommendations tailored to each client's needs.
  • Collaborate with colleagues to support the region's Investment Advisors and clients in estate planning.
  • Manage complex cases with tight deadlines in a constantly evolving environment.
  • Prepare and deliver training sessions on estate planning to Investment Advisors.
  • Identify and develop business opportunities for all services and products offered by National Bank Financial.
Requirements:
  • Member of the Barreau or of the Chambre des notaires du Québec.
  • 10 years of relevant experience.
  • In-depth knowledge of estate planning concepts.
  • Significant experience in an expert advisory role.
  • Ability to build strong professional relationships with various types of professionals.
What We Offer:
  • Competitive compensation.
  • A wide range of flexible benefits to promote your wellbeing and that of your family.
  • A dynamic work environment and cutting-edge collaboration tools.
  • Opportunities to get involved in community initiatives.

We are a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We offer a barrier-free workplace that is accessible to all employees. We welcome all candidates and want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us.



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