Estate Planning Specialist
3 weeks ago
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
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