Senior Estate Planning Advisor

4 weeks ago


Brossard, Quebec, Canada National Bank Full time
Job Title: Senior Estate Planning Advisor

As 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 and establish trust relationships
  • Draft detailed estate planning recommendations tailored to each client's needs
  • Collaborate with colleagues to support the region's IAs and clients in estate planning
  • Manage complex cases with tight deadlines in a constantly evolving environment
  • Prepare and deliver training sessions on estate planning to investment advisors
Requirements:
  • Member of the Barreau or of the Chambre des notaires du Québec
  • 10 years of relevant experience
  • In-depth knowledge of estate planning concepts, including succession law, trusts, and administration of the property of others
What We Offer:
  • Competitive compensation
  • Flexible benefits to promote your wellbeing and that of your family
  • Opportunities to get involved in community initiatives


  • 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 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 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 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

    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,...

  • 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 RoleWe are seeking a seasoned professional to join our team as a Senior Banking Advisor. In this role, you will have the opportunity to leverage your expertise and passion for banking to make a positive impact on the lives of our clients.


  • Brossard, Quebec, Canada BMO Full time

    Job Summary:We are seeking a highly skilled Financial Planning and Investment Advisor to join our team at BMO. As a key member of our virtual financial services team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Provide financial planning and investment advice to clients to deliver...


  • 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

    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 Hedhofis Full time

    Key Responsibilities:Support the senior sales advisor in achieving business objectives.Follow up with prospects to ensure timely communication and conversion.Welcome potential clients and provide them with a comprehensive understanding of our services.Explain different packages, their functionalities, and benefits, and help clients choose a package suitable...


  • Brossard, Quebec, Canada Cogir Immobilier Full time

    **About Us:**Cogir Immobilier is a leading provider of senior living communities, dedicated to creating a warm and welcoming environment for our residents.**Job Summary:**We are seeking a part-time Recreation Coordinator to join our team at our Brossard location. As a Recreation Coordinator, you will be responsible for planning and implementing activities...


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

    Job Opportunity:We are seeking a skilled and experienced Financial Advisor to join our team at Royal Bank of Canada. As an RBC Financial Advisor, you will play a key role in attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key Responsibilities:Consistently demonstrate empathy, kindness, and take the...


  • Brossard, Quebec, Canada Sun Life Full time

    Unlock your earning potential as a Sun Life Financial Advisor. Build a business that brings you financial independence and work-life balance.As a Sun Life advisor, you'll receive exceptional training and support to help you succeed. Enjoy competitive compensation and ongoing recognition for your achievements.Take control of your life and determine your own...


  • Brossard, Quebec, Canada Cogir Immobilier Full time

    COGIR Immobilier, a leading seniors' residence company, is seeking an Ambitious Recreation Coordinator to join our team. With over 25 years of experience in providing exceptional service, we prioritize building strong relationships between residents and staff.Job OverviewThe successful candidate will be responsible for creating engaging activities that cater...


  • Brossard, Quebec, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life AdvisorTake control of your financial future and build a successful business with Sun Life as your partner. As a Sun Life advisor, you'll enjoy exceptional training, competitive compensation, and ongoing recognition for your achievements.What We Offer:Be your own boss and enjoy financial independenceDedicated leadership...


  • 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 National Bank Full time

    Job DescriptionA dynamic opportunity awaits a driven professional to join our team as a Banking Advisor at National Bank. This varied role offers a chance to live your ambitions and have a positive impact on clients' and colleagues' lives.Key ResponsibilitiesClients' NeedsClient-Focused SolutionsMortgage RenewalsClient SatisfactionSpecialist...


  • Brossard, Quebec, Canada National Bank Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Operations Agent to join our team at National Bank. As an Operations Agent, you will play a key role in supporting our clients and colleagues by carrying out administrative tasks in accordance with Bank policies, standards, and procedures.Key ResponsibilitiesWelcome clients to the branch and...