Estate Planning Specialist

4 weeks ago


Brossard, Quebec, Canada National Bank Full time

About the Role

We 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 Responsibilities

  • Provide expert advice on estate planning concepts, including succession law, trusts, and administration of the property of others.
  • Collaborate with colleagues to support the region's IAs and clients in estate planning.
  • Conduct client interviews, establish trust relationships, and draft detailed estate planning recommendations.
  • Manage complex cases with tight deadlines in a constantly evolving environment.
  • Prepare and deliver training sessions on estate planning to investment advisors.
  • Identify and develop business opportunities for all services and products offered by National Bank Financial.

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.
  • Significant experience in an expert advisory role.
  • Ability to build strong professional relationships.

What We Offer

  • Competitive compensation.
  • Flexible benefits to promote wellbeing and that of your family.
  • Opportunities to get involved in community initiatives.


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