Senior Advisor in Estate Planning

Banque Nationale du Canada; Montreal (administrative region); On-site; CAD 100,000 - 150,000; 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 Financial (NBF) seeks a Senior Advisor in Estate Planning to support clients and Investment Advisors with estate planning, providing tailored recommendations and expert guidance.

You will collaborate with financial and estate planners in the Montreal region, conducting client interviews and delivering training to advisors, while identifying opportunities to grow NBF services for high-net-worth clients.

Qualifications

• Member of the Barreau or Chambre des notaires du Québec.
• 10 years of relevant experience in estate planning/advisory roles.
• CPA or Tax Specialist designation 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 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 Montreal region offices of NBF, 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 tailored to 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 developments to evolve processes, systems, and methods through continuous improvement.
• Understand business issues and participate in developing practical solutions.

Skills

Estate Planning

Analytical Skills

Communication

Continuous Improvement

Notary

Teamwork

Training

Wealth Management

Business Acumen

Trust Laws

Education

Barreau du Québec member

10 years of relevant experience

CPA or Tax Specialist designation (asset)

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 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

Skills

Analytical Skills Communication Continuous Improvement Estate Planning Notary Teamwork Training Wealth Management Business Acumen Trust Laws

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 our 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?