Senior Advisor in Estate Planning

National Bank of Canada; Montreal (administrative region); On-site; CAD 95,000 - 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

Community involvement

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 advanced estate planning advice. Based in the Quebec region offices, you will draft tailored recommendations for high-net-worth clients and train Investment Advisors on estate planning concepts.

You will stay ahead of regulatory changes, identify business opportunities, and collaborate to improve processes and client outcomes while traveling within the region as needed.

Qualifications

• Barreau membership in Québec is required or highly valued.
• 10 years of relevant experience in estate planning or advisory roles.
• Barreau or Chambre des notaires membership considered an asset.
• In-depth knowledge of estate planning concepts including succession, trusts, and administration.

Responsibilities

• Serve as a key reference in estate planning for the client advisory team at one of Quebec's largest asset management firms.
• Collaborate with regional IAs and professionals to support estate planning.
• Conduct client interviews and draft detailed, tailored estate planning recommendations for high-net-worth clients.
• Prepare and deliver training sessions on estate planning to investment advisors.

Skills

Analytical Skills

Business Acumen

Communication

Continuous Improvement

Estate Planning

Notary

Teamwork

Training

Trust Laws

Wealth Management

Education

Barreau membership (Québec)

Chambre des notaires du Québec membership

CPA or Tax Specialist designation (asset)

10 years of relevant experience

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 their estate planning needs by providing general or specific information. In other words, it's a rare 100% 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, Notary, 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! What can you bring to our team?

Join us!