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Estate and Trust Lead

2 months ago

Québec, Quebec, Canada MD Financial Management Full time
About the Role

We are seeking a highly skilled and experienced Estate and Trust Lead to join our team at MD Financial Management. As a key member of our Wealth Planning team, you will play a critical role in delivering exceptional client experiences and driving business growth.

Key Responsibilities
  • Develop and implement estate and trust planning strategies to meet the needs of our clients.
  • Collaborate with cross-functional teams to integrate estate and trust planning expertise into our financial planning offerings.
  • Provide subject matter expertise on estate and trust planning to our advisors, financial planners, and specialists.
  • Stay up-to-date on changes in estate, trust, and tax legislation and provide recommendations to ensure compliance.
  • Lead by example and foster a high-performance team environment that prioritizes client satisfaction and business growth.
Requirements
  • Member in good standing of the Chambre des notaires du Québec or the Quebec Bar association.
  • Proven experience in the estate and trust industry, including the regulatory environment.
  • Extensive knowledge of the competitive estate and trust market – products, companies, taxation, and marketing concepts.
  • Detailed knowledge of estate and trust law, including related Quebec Civil law, to resolve complex problems and provide guidance to MDS staff and clients.
  • Demonstrated history of working with notaries/lawyers, advisors, and other trust professionals.
  • Dynamic written, presentation, and public speaking skills.
  • Ability to work non-standard hours and travel.
  • Fluency in both French and English is required.
What We Offer
  • A dynamic and collaborative work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation package.
  • A comprehensive benefits program.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking to join a leading financial services company, please submit your application.