Senior Estate Planning Advisor

3 weeks ago


Laval, Quebec, Canada National Bank Full time

About the Role

We are seeking a highly skilled Estate Planning Expert to join our team at National Bank. As a key member of our wealth management team, you will be responsible for providing expert advice and guidance to our clients on estate planning matters.

Key Responsibilities

  • Provide expert advice on estate planning matters to clients and investment advisors
  • 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 investment advisors and clients
  • 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

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
  • Significant experience in an expert advisory role
  • Ability to build strong professional relationships with various types of professionals

What We Offer

  • Competitive compensation
  • Flexible benefits package
  • Opportunities for professional growth and development

About Us

National Bank is a leading financial institution in Quebec, committed to providing exceptional service and expertise to our clients. We are a dynamic and inclusive workplace, dedicated to fostering a positive employee experience.



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