Estate Planning Senior Advisor — 100% Consulting (Quebec)

Banque Nationale du Canada; Quebec; On-site; CAD 110,000 - 170,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee assistance program

Preferential banking services

Community involvement

Virtual sleep clinic

Job summary

National Bank Financial is seeking a Senior Advisor in Estate Planning to support clients and Investment Advisors with estate planning needs, offering expert guidance in succession, retirement, and taxation.

Based in the Quebec region offices, you will interview clients, build trusted relationships, draft tailored estate planning recommendations for high-net-worth clients, and deliver training to advisors. Occasional travel within the region is required.

Qualifications

• Member of the Barreau or of the Chambre des notaires du Québec
• 10 years of relevant experience
• Relevant designation (e.g., CPA or Tax Specialist) is considered an asset
• 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 travel regularly within the region and provide their own transportation

Responsibilities

• 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 the Quebec region offices of NBF, you will collaborate with your colleagues 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 for high-net-worth clients
• 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 evolve processes, systems, and methods
• Understand business issues and, above all, participate in the development of practical solutions

Skills

Analytical Skills

Communication

Continuous Improvement

Estate Planning

Notary

Teamwork

Training

Wealth Management

Business Acumen

Trust Laws

Education

Barreau du Québec

Chambre des notaires du Québec

10 years of relevant experience

Job description

National Bank Financial is seeking a Senior Advisor in Estate Planning to support clients and Investment Advisors with estate planning needs, offering expert guidance in succession, retirement, and taxation.

Based in the Quebec region offices, you will interview clients, build trusted relationships, draft tailored estate planning recommendations for high-net-worth clients, and deliver training to advisors. Occasional travel within the region is required.