Expert Trust Services - Estate settlement

Banque Nationale du Canada; Montreal (administrative region); Hybrid; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank (Banque Nationale du Canada) seeks an Expert in Fiduciary Services within the Trust and Estate Services team in Montreal. This role focuses on acting as a legal specialist for estates, trusts, and protection mandates, delivering tailored recommendations and ensuring high-quality client experiences.

The successful candidate will coordinate legal activities, analyze documents, manage file progress, and liaise with internal partners and clients, contributing to the bank’s fiduciary

Qualifications

• Experience in estate settlement, trust administration or protection mandates.
• Experience in an advisory role and client service.
• Knowledge of wills, legal documents and administration of property obligations.
• Knowledge of investments, estate taxation or financial planning is an asset.

Responsibilities

• Coordinate the legal activities on each file to ensure proactive management with deadlines.
• Analyze wills and legal documents when opening files or during administration, provide recommendations to the Director of Fiduciary Services.
• Oversee progress and closure of files, communicate updates to partners, clients and specialists.
• Act as administrator for corporations related to estate, trust and protection mandate files with collaboration from specialists.
• Conduct legal research and monitor regulatory developments related to estates, trusts and mandates.
• Participate in client communications and meetings to provide legal explanations and contribute to client experience.

Skills

Estate settlement

Trust administration

Protection mandates administration

Advisory role

Wills & legal documents

Investments knowledge

Estate taxation knowledge

Job description

Hybrid

Job number

35221

Category

Senior Professional

Status: Permanent

Schedule: Full-Time

03-Sep-2026

Area(s) of interest: Wealth management

Location(s): Montreal

A career as an Expert in Fiduciary Services within the Trust and Estate Services team at National Bank means acting as a legal specialist in the administration of estates, trusts and protection mandates. This role allows you to make a positive impact on the client experience and the management of sensitive files through your legal expertise, knowledge of fiduciary services and ability to provide tailored recommendations.

Your role

• Coordinate the legal activities related to each file to ensure proactive and thorough management while meeting established deadlines.
• Analyze wills and other legal documents when opening files or throughout their administration, and provide recommendations to the Director of Fiduciary Services.
• Oversee the progress and closure of the files under your responsibility, while regularly communicating updates to internal partners, clients and external specialists.
• Act as an administrator for corporations associated with estate, trust and protection mandate files, in collaboration with specialists responsible for financial statements, resolutions and other corporate documents.
• Conduct legal research and monitor regulatory developments related to estates, trusts and protection mandates.
• Participate in client communications and meetings to provide the required legal explanations and contribute to a distinctive client experience.

Your team

National Bank Trust provides fiduciary services to individuals as well as specialized advice to high-net-worth clients. For more than 90 years, it has acted as a fiduciary partner to several generations of clients. It stands out for its expertise, professionalism, impartiality and diplomacy.

Within the Trust and Estate Services sector, you will be part of a multidisciplinary team and report to the Director of Fiduciary Services. Our team stands out for its estate administration expertise, collaborative approach and complementary legal, accounting and administrative knowledge. We want to offer you as much flexibility as possible to support your quality of life. This includes a hybrid work environment and a flexible, adaptable schedule.

Prerequisites

• Have relevant experience in estate settlement, trust administration or the administration of protection mandates.
• Have experience in an advisory role and in client service.
• Demonstrate knowledge of wills, legal documents and the obligations applicable to the administration of property.
• Have knowledge of investments, estate taxation or financial planning, an asset.

Languages:

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during your initial conversations. We welcome all candidates! What can you bring to our team?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?