Estate Planning Specialist

Job SummaryWe are seeking a highly skilled Estate Planning Specialist to join our team at National Bank Financial (NBF). As a Senior Advisor for Wealth Management, you will play a key role in providing expert advice to our clients and supporting our estate planning specialists in their mandates.The ideal candidate will have a strong background in estate...

Job SummaryWe are seeking a highly skilled Estate Planning Specialist to join our team at National Bank Financial (NBF). As a key member of our client advice center, you will work closely with our estate planning specialists to provide expert advice to our clients.Your primary responsibility will be to draft recommendations and provide advice to investment...

Pursuing a career as a Senior Estate Planning Advisor at Banque Nationale du Canada means being at the heart of client advice and working in collaboration with our team to provide expert guidance.About the Role:As a Senior Estate Planning Advisor, you will be responsible for providing strategic advice to clients on estate planning, wealth transfer, and...

About the RolePursuing a career as a Senior Estate Planning Advisor at Banque Nationale du Canada means being at the heart of our client advice center and working in collaboration with our team to provide expert guidance on estate planning and wealth management.Key ResponsibilitiesDevelop and implement estate planning strategies for high net worth...

About the RoleWe are seeking a highly skilled Senior Estate Planning Drafting Advisor to join our team at National Bank Financial in Quebec. This is a unique opportunity to work collaboratively with our estate planning specialists, including lawyers and notaries, to provide expert advice to clients.The ideal candidate will have a strong background in estate...

ClearEstate's mission is to empower estate executors by delivering transparent estate settlement and planning solutions through highly trained professionals and state-of-the-art technology.We are seeking a Notary licenced in Quebec with experience drafting and notarizing estate documents to join our team as an External Estate Services Expert. This role will...

ClearEstate is a leading provider of estate settlement and planning solutions, empowering executors with transparent and efficient services.We are seeking a Notary licenced in Quebec with experience in drafting and notarizing estate documents to join our team of professionals. This role will involve working closely with our operations and professional...

About the RoleWe are seeking a highly skilled and experienced Estate Administration Specialist to join our team at ClearEstate. As a Senior Estate Specialist, you will be responsible for managing professional estate, trust, and Power of Attorney files, providing fiduciary services for these accounts.Key Responsibilities:Manage professional estate, trust, and...

OverviewNational Bank Financial (NBF) is a leading asset management firm in Quebec, and as a Senior Estate Planning Drafting Advisor, you will be at the heart of our client advice center, collaborating with estate planning specialists to serve our clients.Estimated Salary:$110,000 - $150,000 per year, depending on experience and qualifications.Job...

Are you looking for a challenging role that will utilize your analytical and organizational skills? We are seeking a Regional Estate Specialist to join our team at Scotiabank.Key Responsibilities:Support the Estate and Trust team in managing client relationships and ensuring timely completion of tasks.Provide administrative support to Estate and Trust...

High Net Worth Advisory OpportunityWe are seeking a highly skilled Senior Estate Planning Specialist to join our team at National Bank Financial in Quebec. As a trusted partner to estate planners, you will play a key role in drafting recommendations and providing advice to high net worth clients.About the Role:You will become one of the references in estate...

About the RoleThis is an exciting opportunity to join our team as an Estate Planning Advisor Associate. In this role, you will be responsible for providing high-quality administrative support to our Estate Planning Advisors, ensuring seamless day-to-day operations and exceptional client experiences.Key ResponsibilitiesAssist Estate Planning Advisors with...

About the RoleWe are seeking a highly skilled and experienced Estate Settlement Specialist to join our team at ClearEstate. As a Senior Trust Administrator, you will be responsible for managing professional estate, trust, and PoA files, providing fiduciary services for these accounts.Key Responsibilities:Manage professional estate, trust, and PoA files,...

pbJob Summary/b/ppWe are seeking a highly skilled Estate Planning Advisor Associate to join our team. The successful candidate will provide administrative support to our Estate Planning Advisors, ensuring the smooth operation of our business./ppbKey Responsibilities/b/pulliProvide comprehensive administrative support to Estate Planning Advisors, including...

About the RoleWe are seeking a highly skilled Estate Administration Specialist to join our team at ClearEstate. As a Senior Trust and Estate Professional, you will be responsible for managing professional estate, trust, and PoA files where ClearEstate is acting as agent for our trust partner.Key ResponsibilitiesManage professional estate, trust, and PoA...

About the RoleWe are seeking an experienced Estate Trust Support Specialist to join our team in a regional capacity. This role is designed to provide administrative support to Estate Trust Consultants (ETCs) and help them succeed in their roles.Key ResponsibilitiesSupport ETCs in Prospecting and Pipeline Management: Ensure new opportunities are properly...

Job SummaryEstate and Trust Solutions SpecialistAbout the RoleWe are seeking a highly skilled Trust Officer to join our team as an Estate and Trust Solutions Specialist. As a key member of our team, you will provide exceptional client service and expertise in managing complex estate and trust relationships.About the OpportunityAs an Estate and Trust...

Estate Planning Associate - Insurance SupportJob Summary: We are seeking an experienced Administrative Support Associate to join our Estate Planning team. As an Administrative Support Associate, you will provide high-quality administrative support to our Estate Planning Advisors, ensuring timely and efficient handling of new business and in-force...

Job Summary:We are seeking a highly skilled Payroll Specialist for Real Estate Development to join our team at beBee Professionals in Montreal. The successful candidate will be responsible for the accurate and timely processing of payroll for all employees in the Real Estate Development division. This includes the calculation of wages, deductions, and other...

We are a Series A startup backed by leading Fintech investors, focused on providing technology-enabled estate planning and settlement services. Our goal is to make this process easy and accessible for families across North America.As an Estate Professional - File Processing Manager, you will be responsible for managing professional estate trustee files,...