Estate Planning Specialist

2 months ago


Montreal, Quebec, Canada Banque Nationale du Canada Full time
About the Role

Pursuing a career as a Senior Estate Planning Drafting 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 Responsibilities
  • Develop and implement comprehensive estate plans for clients
  • Provide expert advice on wealth management and investment strategies
  • Collaborate with cross-functional teams to deliver exceptional client experiences
What We Offer

As a Senior Estate Planning Drafting Advisor at Banque Nationale du Canada, you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional client service. You will also have access to a comprehensive range of training and development programs to help you advance your career.



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