Estate Planning Specialist
4 weeks ago
Join 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 Responsibilities:- 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 tailored to each client's needs.
- 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.
- 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.
- Competitive compensation and a wide range of flexible benefits to promote your wellbeing and that of your family.
- Opportunities to get involved in community initiatives.
- Telemedicine service and virtual sleep clinic.
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We want to offer an accessible, barrier-free workplace to all employees. We welcome all candidates who share our values of partnership, agility, and empowerment.
-
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,...
-
Estate Planning Advisor
4 weeks ago
Brossard, Quebec, Canada National Bank Full timeAbout the RoleWe 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 ResponsibilitiesProvide expert advice on estate planning concepts, including succession law, trusts,...
-
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...
-
Compliance Risk Specialist
4 weeks ago
Brossard, Quebec, Canada Cogir Immobilier Full timeJob Title: Compliance Risk SpecialistJob Summary:Cogir Immobilier is seeking a Compliance Risk Specialist to join our team. As a Compliance Risk Specialist, you will be responsible for performing daily review, verification and monitoring tasks to ensure that our residence portfolio complies with internal policies and procedures.Key Responsibilities:-...
-
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...
-
Financial Planning Relationship Specialist
2 days ago
Brossard, Quebec, Canada Royal Bank of Canada Full timeUnleash Your Potential as a Financial PlannerWe are seeking an experienced Financial Planner Relationship Specialist to join our team at Royal Bank of Canada. As a key member of our Personal and Commercial Banking division, you will be responsible for managing and growing a portfolio of mass affluent clients.About the OpportunityThis is a full-time role with...
-
Financial Planning Specialist
2 days ago
Brossard, Quebec, Canada Scotiabank Full timeBecome a key member of our Canadian Banking team in Brossard, Quebec.About the OpportunityThis role offers the chance to work with English-speaking clientele and develop strong relationships with customers.Deliver trusted financial advice and provide exceptional service throughout the customer's journey.Educate customers on relevant financial planning tools...
-
Payroll Operations Specialist
3 days ago
Brossard, Quebec, Canada Cogir Immobilier Full timeJob DescriptionWe are seeking a highly skilled Payroll Operations Specialist to join our team at Cogir Immobilier. This role will be based in Brossard and is a temporary full-time position with 40 hours per week.Company OverviewCogir Immobilier is a leading real estate company that prioritizes a strong sense of community and teamwork. Our head office in...
-
Senior Financial Planning Specialist
3 weeks ago
Brossard, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a key member of our team, you will have the opportunity to manage and grow a portfolio of mass affluent clients. Your primary responsibility will be to provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...
-
Compliance Risk Specialist
2 days ago
Brossard, Quebec, Canada Cogir Immobilier Full timeAbout UsCogir Immobilier is a leading commercial real estate and residential property manager with a portfolio of 6 million square feet of office space and 43,000 housing units. Our commitment to excellence is reflected in our comprehensive compliance framework, which ensures that our operations meet the highest standards.
-
Handyman Specialist
3 weeks ago
Brossard, Quebec, Canada Gestion Devimco Immobilier Inc. Full timeGestion Devimco Immobilier Inc. is seeking a skilled Handyman Specialist to join our team. As a Handyman Specialist, you will be responsible for performing a variety of tasks related to the maintenance and repair of our properties.RequirementsSecondary (high) school graduation certificate5 years or more of experience in a related fieldBenefitsHealth care...
-
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...
-
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...
-
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: ...
-
Brossard, Quebec, Canada Royal Bank of Canada Full timeJob Title: Associate, Investment and Retirement PlanningJob Summary:The Associate, Investment and Retirement Planning will provide administrative support to top-producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities. The successful candidate will be responsible for providing value-added...
-
Accounting Specialist
4 weeks ago
Brossard, Quebec, Canada Randstad Full timeAccounting Technician OpportunityAre you a detail-oriented accounting professional looking for a new challenge? We have an exciting opportunity for a full-time Accounting Technician in the real estate sector in Saint-Hyacinthe. As an Accounting Technician, you will be responsible for managing financial data, preparing financial statements, and ensuring...
-
Drywall Installation Specialist
4 weeks ago
Brossard, Quebec, Canada beBee Professionals Full time $45,000 - $65,000Drywall Installation SpecialistWe are seeking a skilled Drywall Installation Specialist to join our construction team in Brossard, Canada. As a Drywall Installation Specialist, you will be responsible for installing drywall panels, ensuring smooth and quality finishes in both residential and commercial properties.Key Responsibilities:Measure and cut drywall...