Estate Planning Advisor
4 weeks ago
About the Role
We 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 Responsibilities
- Provide expert advice on estate planning concepts, including succession law, trusts, and administration of property.
- Collaborate with colleagues to support the region's investment advisors 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.
Requirements
- Member of the Barreau or Chambre des notaires du Québec.
- 10 years of relevant experience.
- In-depth knowledge of estate planning concepts.
- Significant experience in an expert advisory role.
What We Offer
As a Senior Estate Planning Advisor at National Bank, you will have the opportunity to work with a dynamic team and contribute to the development of practical solutions. You will also have access to a wide range of benefits, including a competitive compensation package, flexible group insurance, and a generous pension plan.
-
Estate Planning Advisor
4 weeks ago
Brossard, Quebec, Canada National Bank Full timeAbout 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...
-
Senior Estate Planning Advisor
4 weeks ago
Brossard, Quebec, Canada National Bank Full timeJob 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...
-
Senior Estate Planning Advisor
3 weeks ago
Brossard, Quebec, Canada National Bank Full timeAbout 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...
-
Estate Planning Specialist
4 weeks ago
Brossard, Quebec, Canada National Bank Full timeJob 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...
-
Estate Planning Specialist
4 weeks ago
Brossard, Quebec, Canada National Bank Full timeAbout 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,...
-
Estate Planning Specialist
3 weeks ago
Brossard, Quebec, Canada National Bank Full timeA 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 timeJob 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...
-
Financial Planning and Investment Advisor
4 weeks ago
Brossard, Quebec, Canada BMO Full timeJob 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...
-
Gatineau Real Estate Management Expert
3 weeks ago
Brossard, Quebec, Canada COGIR Immobilier Full timeAt 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...
-
Senior Banking Professional
3 weeks ago
Brossard, Quebec, Canada National Bank Full timeAbout 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...
-
Expert Banking Advisor
4 weeks ago
Brossard, Quebec, Canada Royal Bank of Canada Full timeJob 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...
-
Sun Life Financial Advisor
4 weeks ago
Brossard, Quebec, Canada Sun Life Full timeUnlock 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 Sun Life Full timeUnlock 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...
-
Rental Property Specialist
4 weeks ago
Brossard, Quebec, Canada Hedhofis Full timeKey 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...
-
Professional Banking Advisor Position
1 week ago
Brossard, Quebec, Canada National Bank Full timeJob 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...
-
Customer Service Associate
1 week ago
Brossard, Quebec, Canada National Bank Full timeJob OverviewWe are seeking a highly skilled Customer Service Associate to join our Wealth Management team at National Bank. In this role, you will be responsible for delivering exceptional customer service and supporting wealth advisors in their business development.About the JobAs a Customer Service Associate, you will be the first point of contact for...
-
Detailed Payroll Coordinator Position in Finance
3 weeks ago
Brossard, Quebec, Canada Fed Finance Full timeAt Fed Finance, we specialize in recruitment for accounting and finance professionals. Our team of experts offers personalized service, ensuring a seamless job search and career development experience.We are seeking a skilled Payroll Coordinator to join our client, a prominent real estate group. This is a permanent full-time position in a hybrid work...
-
Leisure Program Coordinator
1 week ago
Brossard, Quebec, Canada Cogir Immobilier Full timeJob 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: ...
-
Wealth Management Associate
4 weeks ago
Brossard, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring their needs are...
-
Property Manager in Gatineau
4 weeks ago
Brossard, Quebec, Canada COGIR Immobilier Full timeJob Title: Property Manager in GatineauCOGIR Immobilier is a leading real estate company with 16,000 employees who are passionate about delivering exceptional service and improving the quality of life for our clients. Our team manages over 420 properties across Quebec, Ontario, and the United States, ranking us 41st among the largest companies in Quebec.Job...