Estate Planning Specialist

3 weeks ago


Brossard, Quebec, Canada National Bank Full time

A highly sought-after career as an Estate Planning Specialist at National Bank Financial (NBF) in the Montreal South Shore region involves providing expert advice and guidance to clients and Investment Advisors (IAs) with their estate planning needs.

As a key member of the client advisory team, you will have the opportunity to support clients in succession, retirement, and taxation planning, while also collaborating with colleagues to enhance the region's services.

Your primary role will be to conduct client interviews, establish trust relationships, and draft detailed estate planning recommendations tailored to each high-net-worth client's needs. You will also be responsible for managing complex cases with tight deadlines in a constantly evolving environment.

With 10 years of relevant experience and in-depth knowledge of estate planning concepts, including succession law, trusts, and administration of the property of others, you will be well-equipped to excel in this role.

Salary: $110,000 - $140,000 per year

Assets:

  • Experience/master degree in taxation
  • Knowledge of insurance strategies
  • Knowledge of wealth management

Benefits:

  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic

At National Bank, we value our employees' well-being and offer a range of benefits to support their physical and mental health. We also prioritize inclusivity and diversity, providing a barrier-free workplace that is accessible to all employees.

About National Bank:

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, and our core values of partnership, agility, and empowerment inspire us to excel in our work.

Join us in the Montreal South Shore region and become an Estate Planning Specialist at National Bank Financial. We look forward to welcoming you to our team



  • Brossard, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Estate Planning Specialist to join our team at National Bank. As a Senior Wealth Management Advisor, you will play a key role in supporting our clients and Investment Advisors with their estate planning needs.Key ResponsibilitiesProvide expert advice on estate planning concepts, including succession law, trusts,...


  • Brossard, Quebec, Canada National Bank Full time

    Job Title: Senior Estate Planning AdvisorJoin National Bank Financial as a Senior Estate Planning Advisor and play a key role in supporting clients and Investment Advisors with their estate planning needs. As a trusted advisor, you will provide expert guidance and recommendations to help individuals achieve their financial goals.Key...


  • Brossard, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Estate Planning Advisor to join our team at National Bank. As a key member of our advisory team, you will play a crucial role in supporting our clients and investment advisors with their estate planning needs.Key ResponsibilitiesProvide expert advice on estate planning concepts, including succession law, trusts,...


  • Brossard, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Estate Planning Advisor to join our team at National Bank Financial. 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.Key ResponsibilitiesProvide expert advice and guidance on estate...


  • Brossard, Quebec, Canada National Bank Full time

    Job Title: Senior Estate Planning AdvisorAs a Senior Estate Planning Advisor at National Bank, you will play a key role in supporting clients and Investment Advisors with their estate planning needs. Your expertise will be invaluable in providing high-quality services in succession, retirement, and taxation.Your Key Responsibilities:Conduct client interviews...


  • Brossard, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Senior Estate Planning Advisor to join our team at National Bank Financial. As a key member of our advisory team, you will play a critical role in supporting our clients and investment advisors with their estate planning needs.Key ResponsibilitiesProvide expert advice on estate planning concepts, including...


  • Brossard, Quebec, Canada Cogir Immobilier Full time

    Job Title: Compliance Risk SpecialistJob Summary:Cogir Immobilier is seeking a Compliance Risk Specialist to join our team. As a Compliance Risk Specialist, you will be responsible for performing daily review, verification and monitoring tasks to ensure that our residence portfolio complies with internal policies and procedures.Key Responsibilities:-...


  • Brossard, Quebec, Canada COGIR Immobilier Full time

    At COGIR Immobilier, we are passionate about delivering exceptional real estate services and enhancing our clients' quality of life. With a diverse portfolio of over 420 properties spanning Quebec, Ontario, and the United States, our team is dedicated to providing top-notch service and a better standard of living for our clients.Job OverviewWe are seeking a...


  • Brossard, Quebec, Canada Royal Bank of Canada Full time

    Unleash Your Potential as a Financial PlannerWe are seeking an experienced Financial Planner Relationship Specialist to join our team at Royal Bank of Canada. As a key member of our Personal and Commercial Banking division, you will be responsible for managing and growing a portfolio of mass affluent clients.About the OpportunityThis is a full-time role with...


  • Brossard, Quebec, Canada Scotiabank Full time

    Become a key member of our Canadian Banking team in Brossard, Quebec.About the OpportunityThis role offers the chance to work with English-speaking clientele and develop strong relationships with customers.Deliver trusted financial advice and provide exceptional service throughout the customer's journey.Educate customers on relevant financial planning tools...


  • Brossard, Quebec, Canada Cogir Immobilier Full time

    Job DescriptionWe are seeking a highly skilled Payroll Operations Specialist to join our team at Cogir Immobilier. This role will be based in Brossard and is a temporary full-time position with 40 hours per week.Company OverviewCogir Immobilier is a leading real estate company that prioritizes a strong sense of community and teamwork. Our head office in...


  • Brossard, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryAs a key member of our team, you will have the opportunity to manage and grow a portfolio of mass affluent clients. Your primary responsibility will be to provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...


  • Brossard, Quebec, Canada Cogir Immobilier Full time

    About UsCogir Immobilier is a leading commercial real estate and residential property manager with a portfolio of 6 million square feet of office space and 43,000 housing units. Our commitment to excellence is reflected in our comprehensive compliance framework, which ensures that our operations meet the highest standards.

  • Handyman Specialist

    3 weeks ago


    Brossard, Quebec, Canada Gestion Devimco Immobilier Inc. Full time

    Gestion Devimco Immobilier Inc. is seeking a skilled Handyman Specialist to join our team. As a Handyman Specialist, you will be responsible for performing a variety of tasks related to the maintenance and repair of our properties.RequirementsSecondary (high) school graduation certificate5 years or more of experience in a related fieldBenefitsHealth care...

  • Banking Advisor

    4 weeks ago


    Brossard, Quebec, Canada National Bank Full time

    Job SummaryWe are seeking a highly skilled Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking needs.Key ResponsibilitiesListen to clients' needs and resolve complex situations.Give advice and offer appropriate solutions for...


  • Brossard, Quebec, Canada National Bank Full time

    About the Role:The National Bank is seeking a skilled Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking needs.Key Responsibilities:Listen to clients' needs and resolve complex situations.Provide advice and offer appropriate solutions for...


  • Brossard, Quebec, Canada Cogir Immobilier Full time

    Job Requirements and Responsibilities: We are currently looking for a part-time Recreation Technician to join our team at COGIR Immobilier. The ideal candidate will have experience in managing activities related to older people and hold a degree in recreation or a related field. Flexibility with the work schedule is also a must. Key Responsibilities: ...


  • Brossard, Quebec, Canada Royal Bank of Canada Full time

    Job Title: Associate, Investment and Retirement PlanningJob Summary:The Associate, Investment and Retirement Planning will provide administrative support to top-producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities. The successful candidate will be responsible for providing value-added...

  • Accounting Specialist

    4 weeks ago


    Brossard, Quebec, Canada Randstad Full time

    Accounting Technician OpportunityAre you a detail-oriented accounting professional looking for a new challenge? We have an exciting opportunity for a full-time Accounting Technician in the real estate sector in Saint-Hyacinthe. As an Accounting Technician, you will be responsible for managing financial data, preparing financial statements, and ensuring...


  • Brossard, Quebec, Canada beBee Professionals Full time $45,000 - $65,000

    Drywall Installation SpecialistWe are seeking a skilled Drywall Installation Specialist to join our construction team in Brossard, Canada. As a Drywall Installation Specialist, you will be responsible for installing drywall panels, ensuring smooth and quality finishes in both residential and commercial properties.Key Responsibilities:Measure and cut drywall...