Estate planner

National Bank of Canada; Montreal (administrative region); On-site; CAD 80,000 - 110,000; Full time

Job summary

National Bank of Canada is seeking a Senior Advisor in Estate Planning based in Montreal. This position is a 100% consulting role focused on providing specialized support to clients and investment advisors.

The ideal candidate will have 10 years of relevant experience in estate planning and must be a member of the Barreau or Chambre des notaires du Québec. Responsibilities include client consultations, drafting estate planning recommendations, and preparing training for investment advisors.

Qualifications

• 10 years of relevant experience.
• In-depth knowledge of estate planning concepts, including succession law and trusts.
• Significant experience in an expert advisory role.

Responsibilities

• Serve as a key reference in estate planning for the client advisory team.
• Conduct client interviews and establish trust relationships.
• Prepare and deliver training sessions on estate planning.

Skills

Estate planning expertise

Relationship building

Complex information simplification

Education

Member of the Barreau or of the Chambre des notaires du Québec

Job description

A career as a Senior Advisor in Estate Planning at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with theirestate planningneeds by providing general or specific information. In other words, it's a rare100% consulting position without the reception or drafting of notarial acts! The mission of the department is to offer high-quality expertise and services in succession, retirement, and taxation.

Your Role

• Become one of the key references in estate planning for the client advisory team of one of the largest asset management firms in Quebec!
• Based in theMontreal region offices of NBF (especially Place Ville-Marie), you will collaborate with your colleagues (financial and estate planners) to support the region's IAs and clients in estate planning.
• Conduct client interviews, establish a trust relationship with them, and draft detailed estate planning recommendations tailored to each high-net-worth client’s needs.
• 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.
• Stay at the forefront of new developments in your field to determine the directions to follow to continue evolving processes, systems, and methods in a perspective of continuous improvement.
• Understand business issues and, above all, participate in the development of practical solutions.

Prerequisites

• 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 (investment advisors, internal and external tax specialists, financial planners, etc.)
• Skills in simplifying complex information