Senior Advisor in Estate Planning

National Bank of Canada; Montreal; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank Financial (NBF) seeks a Senior Advisor in Estate Planning to support clients and Investment Advisors with estate planning needs, providing general or tailored information. This 100% consulting role does not involve reception or drafting of notarial acts.

The department focuses on succession, retirement, and taxation expertise. You will be a key reference for client advisory teams, collaborating with financial and estate planners to deliver high-value guidance.

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 colleagues to support the region's IAs and clients in estate planning.
• Conduct client interviews, establish a trust relationship, and draft detailed estate planning recommendations for high-net-worth clients.
• Prepare and deliver training sessions on estate planning to investment advisers.
• Identify and develop business opportunities for all services and products offered by National Bank Financial.
• Stay at the forefront of new developments to evolve processes, systems, and methods in a continuous improvement perspective.
• Understand business issues and participate in developing practical solutions.

Skills

Analytical skills

Communication

Teamwork

Training

Wealth management

Education

Barreau or notary admission

Tools

Estate planning software

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 theQuebec region officesof NBF, 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
• 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 build strong
  professional relationships with various types of professionals (investment
  advisors, internal and external tax specialists, financial planners, etc.)
• Skills
  in simplifying complex information
• Ability to travel regularly within the region and provide their own transportation

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 theQuebec region officesof NBF, 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
• 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 build strong
  professional relationships with various types of professionals (investment
  advisors, internal and external tax specialists, financial planners, etc.)
• Skills
  in simplifying complex information
• Ability to travel regularly within the region and provide their own transportation

Languages: French

Required skills: Analytical Skills, Business Acumen, Communication, Continuous Improvement, Estate Planning, Notarial Practice, Teamwork, Training, Trust Laws, Wealth Management

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• 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 our initial conversations. We welcome all candidates!

Join us!