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Estate Planning Expert

2 months ago

Québec, Quebec, Canada NBC Full time
{"h1": "Senior Estate Planning Advisor", "p": "At National Bank Financial, we're seeking a highly skilled Senior Estate Planning Advisor to join our team. 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.

Your primary responsibilities will include:

* Conducting client interviews and establishing trust relationships with high-net-worth clients
* Drafting detailed estate planning recommendations tailored to each client's unique needs
* Collaborating with colleagues to support the region's Investment Advisors and clients in estate planning
* Managing complex cases with tight deadlines in a constantly evolving environment
* Preparing and delivering training sessions on estate planning to Investment Advisors
* Identifying and developing business opportunities for all services and products offered by National Bank Financial

To be successful in this role, you will need:

* 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
* Skills in simplifying complex information
* Listening skills necessary for understanding clients' sensitive issues

In return, you can expect:

* Competitive compensation
* A wide range of flexible benefits to promote your wellbeing and that of your family
* Opportunities to get involved in community initiatives
* A dynamic work environment and cutting-edge collaboration tools

If you're a motivated and experienced professional looking to make a meaningful impact, we encourage you to apply for this exciting opportunity.

At National Bank Financial, we're committed to creating a positive and inclusive work environment that values diversity and promotes employee growth and development.

We look forward to hearing from you"}