Senior Estate Planning Specialist
1 month ago
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.
- 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.
- 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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Senior Estate Planning Specialist
1 month ago
Québec, Quebec, Canada NBC Full timeJob Title: Senior Estate Planning AdvisorAt 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...
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Senior Estate Planning Specialist
1 month ago
Québec, Quebec, Canada NBC Full timeJob Title: Senior Estate Planning AdvisorAt 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...
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Senior Estate Planning Specialist
2 weeks ago
Québec, Quebec, Canada NBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Estate Planning Advisor to join our team at National Bank Financial (NBF). As a key member of our client advisory team, you will play a critical role in supporting our clients and Investment Advisors (IAs) with their estate planning needs.Your primary responsibilities will include:Providing...
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Senior Estate Planning Specialist
4 weeks ago
Québec, Quebec, Canada NBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Estate Planning Advisor to join our team at National Bank Financial (NBF). As a key member of our client advisory team, you will play a critical role in supporting our clients and Investment Advisors with their estate planning needs.Your primary responsibilities will include:Providing...
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Senior Estate Planning Specialist
4 weeks ago
Québec, Quebec, Canada NBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Estate Planning Advisor to join our team at National Bank Financial (NBF). As a key member of our client advisory team, you will play a critical role in supporting our clients and Investment Advisors with their estate planning needs.Your primary responsibilities will include:Providing...
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Senior Estate Planning Specialist
2 weeks ago
Québec, Quebec, Canada NBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Estate Planning Advisor to join our team at National Bank Financial (NBF). As a key member of our client advisory team, you will play a critical role in supporting our clients and Investment Advisors (IAs) with their estate planning needs.Your primary responsibilities will include:Providing...
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Senior Estate Planning Specialist
4 weeks ago
Québec, Quebec, Canada NBC Full timeAbout the RoleWe are seeking a highly skilled Senior Estate Planning Advisor to join our team at National Bank Financial (NBF). As a key member of our client advisory team, you will play a critical role in supporting our clients and Investment Advisors with their estate planning needs.Your primary responsibilities will include:Providing expert advice on...
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Senior Estate Planning Specialist
4 weeks ago
Québec, Quebec, Canada NBC Full timeAbout the RoleWe are seeking a highly skilled Senior Estate Planning Advisor to join our team at National Bank Financial (NBF). As a key member of our client advisory team, you will play a critical role in supporting our clients and Investment Advisors with their estate planning needs.Your primary responsibilities will include:Providing expert advice on...
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Senior Estate Planning Advisor
2 weeks ago
Québec, Quebec, Canada NBC Full timeJob SummaryAs a Senior Estate Planning Advisor at National Bank Financial, you will play a key role in supporting clients and Investment Advisors with their estate planning needs. Your expertise will be instrumental in providing high-quality expertise and services in succession, retirement, and taxation.Key ResponsibilitiesCollaborate with colleagues to...
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Senior Estate Planning Advisor
1 month ago
Québec, Quebec, Canada NBC Full timeJob 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. Your mission will be to provide high-quality expertise and services in succession, retirement, and taxation.Your RoleCollaborate with colleagues to support the...
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Senior Estate Planning Advisor
1 month ago
Québec, Quebec, Canada NBC Full timeJob 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. Your mission will be to provide high-quality expertise and services in succession, retirement, and taxation.Your RoleCollaborate with colleagues to support the...
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Senior Estate Planning Advisor
2 weeks ago
Québec, Quebec, Canada NBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Estate Planning Advisor to join our team at National Bank Financial (NBF). As a key member of our client advisory team, you will play a crucial role in supporting our clients and Investment Advisors (IAs) with their estate planning needs.Your primary responsibilities will include:Providing...
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Senior Estate Planning Specialist
1 week ago
Québec, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly skilled Estate Planning Advisor to join our team at National Bank Financial (NBF). As a key member of our client advisory team, you will be responsible for providing expert guidance and support to our clients and Investment Advisors (IAs) in the area of estate planning.Key Responsibilities:Conduct client interviews and...
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Estate Planning Expert
2 months ago
Québec, Quebec, Canada NBC Full time{"h1": "Senior Estate Planning Advisor", "p": "At National Bank Financial, we're 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.Your primary responsibilities will include:*...
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Estate Planning Expert
2 months ago
Québec, Quebec, Canada NBC Full time{"h1": "Senior Estate Planning Advisor", "p": "At National Bank Financial, we're 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.Your primary responsibilities will include:*...
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Senior Wealth Planning Specialist
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Québec, Quebec, Canada NBC Full timeJob 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...
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Senior Wealth Planning Specialist
2 months ago
Québec, Quebec, Canada NBC Full timeJob 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...
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