Senior Estate Planning Specialist
4 weeks ago
We are seeking a highly skilled and experienced 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 Responsibilities- Provide expert estate planning advice and guidance to clients and Investment Advisors
- Conduct client interviews and establish trust relationships to understand their unique needs and goals
- Develop and implement tailored estate planning strategies to meet the complex needs of high-net-worth clients
- Collaborate with colleagues to support the region's Investment Advisors and clients in estate planning
- Stay up-to-date with new developments in estate planning and succession law to ensure our clients receive the best possible advice
- Member of the Barreau or Chambre des notaires du Québec
- 10 years of relevant experience in estate planning and taxation
- Strong knowledge of estate planning concepts, including succession law, trusts, and administration of property
- Significant experience in an expert advisory role
- Excellent communication and interpersonal skills
- Competitive compensation and benefits package
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
- Access to cutting-edge collaboration tools and technology
We are committed to creating a positive and inclusive work environment that values diversity and promotes employee well-being. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
-
Senior Estate Planning Consultant
2 days ago
Laval, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly experienced and 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 guidance and advice on estate...
-
Senior Estate Planning Specialist
4 weeks ago
Laval, Quebec, Canada National Bank Full timeEstate Planning at National BankWe are seeking a Senior Estate Planning Advisor to support our clients and Investment Advisors with their estate planning needs. This role involves providing general or specific information to help our clients achieve their goals.Key Responsibilities:Support clients and Investment Advisors with estate planning needsProvide...
-
Estate Planning Specialist
3 weeks ago
Laval, Quebec, Canada National Bank Full timeAbout the Role:We are seeking a skilled Senior Estate Planning Advisor to join our team at National Bank Financial (NBF). As a key member of our advisory team, you will be responsible for providing expert guidance to our clients and Investment Advisors on their estate planning needs.Main Responsibilities:Support clients in creating personalized estate plans...
-
Senior Estate Planning Advisor
4 weeks ago
Laval, Quebec, Canada National Bank Full timeAbout the RoleA career as a Senior Estate Planning Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with their estate planning needs by providing general or specific information. In other words, it's a rare 100% consulting position without the reception or drafting of notarial acts The mission...
-
Senior Estate Planning Advisor
4 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Senior Estate Planning AdvisorAs a Senior Estate Planning Advisor at National Bank Financial, 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:Become a...
-
Senior Estate Planning Advisor
4 weeks ago
Laval, Quebec, Canada National Bank Full timeJob Title: Senior Estate Planning AdvisorAs a Senior Estate Planning Advisor at National Bank Financial, 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 Responsibilities:Become a trusted...
-
Laval, Quebec, Canada National Bank Full timeA Senior Estate Planning and Wealth Management Expert at National Bank Financial (NBF) will play a key role in supporting high-net-worth clients and Investment Advisors (IAs) with their estate planning needs. With a strong focus on delivering high-quality expertise and services, this position involves providing general or specific information to clients and...
-
Senior Estate Planning Advisor
3 weeks ago
Laval, Quebec, Canada National Bank Full timeAbout the RoleWe 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 ResponsibilitiesProvide expert advice on estate planning matters to clients and investment...
-
Real Estate Appraisal Specialist
5 days ago
Laval, Quebec, Canada Paris, Ladouceur & Associés inc Full timeJob OverviewWe are seeking a highly skilled Real Estate Appraisal Specialist to join our team at Paris, Ladouceur & Associés inc.Job DescriptionThis is a permanent position that requires 35 hours of work per week. The successful candidate will have a Bachelor's degree and at least one year of experience in the field of real estate appraisal.The ideal...
-
Estate Planning Expert Advisor
2 days ago
Laval, Quebec, Canada National Bank Full timeJob OverviewWe are seeking a highly skilled Estate Planning Expert Advisor to join our team at National Bank. As a key member of our client advisory team, you will play a crucial role in supporting our clients and investment advisors with their estate planning needs.
-
Strategic Wealth Planning Consultant
5 days ago
Laval, Quebec, Canada National Bank Full timeNational Bank seeks a highly skilled Strategic Wealth Planning Consultant to join its team. This role is ideal for individuals with extensive experience in estate planning, taxation, and wealth management.About the RoleThis position involves working closely with clients and investment advisors to provide expert advice on estate planning matters. The...
-
Financial Planning Specialist
3 weeks ago
Laval, Quebec, Canada Scotiabank Full timeAre you passionate about delivering trusted financial advice to customers?In this role, you will:Be results-driven by taking a proactive approach to discovering our customers' needs, listening to understand what they are looking for.Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning...
-
Real Estate Law Expert
2 days ago
Laval, Quebec, Canada Patakfalvi Notaire inc. Full timeJob DescriptionPatakfalvi Notaire inc. is seeking a highly skilled Notary and Real Estate Specialist to join their team. This role offers an excellent opportunity for career advancement in the field of notarial law.The ideal candidate will possess a strong background in real estate law, with at least 2 years of experience in notarial law and 1 year in real...
-
Financial Planning Specialist
3 weeks ago
Laval, Quebec, Canada Scotiabank Full timeAre you passionate about delivering trusted financial advice to customers regarding complex investment and retirement planning?In this role, you will:Be results-driven by taking a proactive approach to discovering our customers' needs, listening to understand what they are looking for.Conduct comprehensive reviews for assigned customers including retirement...
-
Financial Planning and Investment Specialist
4 weeks ago
Laval, Quebec, Canada Scotiabank Full timeFinancial Planning and Investment RoleAs a Financial Planner/Investment Specialist at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their...
-
Financial Planning Consultant
7 days ago
Laval, Quebec, Canada Scotiabank Full timeExplore a dynamic role as an Investment & Personal Banking Specialist, Investment & Retirement Planning with Scotiabank.About the RoleThis exciting opportunity offers a competitive salary package tailored to your needs, ranging from $65,000 to $90,000 annually, depending on experience and location. As a skilled Financial Planner, you will play a key part in...
-
Financial Planning and Investment Specialist
3 weeks ago
Laval, Quebec, Canada Scotiabank Full timeRole SummaryAs a Financial Planner/Investment Specialist at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities...
-
Financial Planning and Investment Specialist
4 weeks ago
Laval, Quebec, Canada Scotiabank Full timeRole SummaryAs a Financial Planner/Investment Specialist at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities...
-
Property Manager
4 weeks ago
Laval, Quebec, Canada CT Real Estate Full timeJob SummaryCT Real Estate is seeking a highly skilled Property Manager to join our team. As a Property Manager, you will be responsible for managing property-related issues, acting as the main point of contact between store operators, landlords, and other stakeholders. Your responsibilities will include resolving property disputes, interpreting lease...
-
Appraisal Specialist
4 weeks ago
Laval, Quebec, Canada Paris, Ladouceur & Associés inc Full timeAt Paris, Ladouceur & Associés inc, we are seeking a skilled Appraisal Specialist to join our team. As an Appraisal Specialist, you will be responsible for appraising the value of property and buildings, assessing the value of land, buildings, structures, and property improvements for taxation, grants, and regional planning purposes. You will also review...