senior planning and return analyst

National Bank; Montreal; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Senior Estate Planning Drafting Advisor. In this role, you will collaborate with estate planning specialists to draft recommendations for high net worth clients. The ideal candidate has over 10 years of experience in estate planning and strong legal writing skills. This position offers hybrid work flexibility and a comprehensive benefits package.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Telemedicine service

Qualifications

• Minimum of 10 years of relevant experience.
• Strong legal writing skills are essential.
• Knowledge of taxation is preferred.

Responsibilities

• Draft detailed estate recommendations tailored to high net worth clients.
• Support lawyers and notaries in preparing complex files.
• Manage multiple complex files with tight deadlines.

Skills

Knowledge of estate planning concepts

Strong legal writing skills

Good communication skills

Ability to adapt to change

Education

Relevant experience in estate planning

Job description

Title posted on Jobillico - Estate Planning Drafting Advisor

Posted onAugust 16, 2025 by Employer details National Bank

To add a job posting to your favourites, you need a Job Bank account. Sign in or sign up now!

senior planning and return analyst

Title posted on Jobillico - Estate Planning Drafting Advisor

Posted onAugust 16, 2025 by Employer details National Bank

Add to favourites

To add a job posting to your favourites, you need a Job Bank account. Sign in or sign up now!

Sign in Sign up for a Plus account

• Email
• Copy link

Job details

*** Please note that this position can be held from different cities in Quebec including Montreal, Laval, Brossard or Quebec **

Pursuing a career as a Senior Estate Planning Drafting Advisor at National Bank Financial (NBF) means being at the heart of our client advice center and working in collaboration with our various estate planning specialists (lawyers and notaries) in order to serve the NBF Quebec clientele. You play the key role of trusted partner to estate planners, particularly in drafting recommendations and providing advice to be offered to the clients of investment advisors and the NBF.

The sector's mission is to offer high-quality expertise and services in matters of inheritance, retirement and taxation.

Your job:

• Become one of the references in estate planning for the client advisory team of one of the largest asset management firms in Quebec!
• Support the team's lawyers and notaries in their mandates with investment advisors, particularly for the preparation of complex files, the analysis of legal documents, legal research but above all, the drafting of detailed estate recommendations adapted to the needs of every high net worth client
• Be a team player, maintain relationships with numerous internal stakeholders
• Manage several complex files with tight deadlines in a constantly evolving environment
• Maintain internal visibility and create strong interpersonal connections
• Be at the cutting edge of new developments in your sector of activity
• If interested, meeting with clients

We aim to offer you maximum flexibility in your work to promote your quality of life. This translates in particular to hybrid work in the office and remotely, the organization of working time to reconcile professional and personal life, and flexible leave at times that matter.

Prerequisites:

• Minimum of 10 years of relevant experience
• Knowledge of estate planning concepts, probate, trusts and administration of property of others
• Strong legal writing skills
• Rigorous, autonomous, organized, good spirit of synthesis

Desired skills:

• Knowledge in taxation
• Experience within a trust company or within a portfolio management company
• Good communication skills and able to popularize complex concepts
• Ability to adapt to change and work in an environment with multiple stakeholders

An asset:

• Be a member of the Chambre des Notaires du Québec or the Barreau

Your benefits 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.    * 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 * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic    These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your n

• Location Montréal , QC
• Work location On site
• Salary Not available
• Starts as soon as possible
• vacancies 1 vacancy
• Source Jobillico #16212937

• Montréal, QC

View the full job posting on Jobillico

Advertised until

2025-09-14

Important notice: This job posting has been provided by a partner site. Job Bank is not responsible for this content.

Report a problem with this job posting * What’s wrong? This job posting contains incorrect information Inaccurate salary Inaccurate job title Link to full job posting / Expired or closed job posting Provide more details: Report potential misuse of Job Bank

Thank you for your help!

You will not receive a reply. For enquiries, please contact us .

Sign up for a Plus account to get the most out of your job search and access all the tools available on Job Bank!

The median wage is the salary of a given occupation where half the workers earn more than that amount, and half earn less. This information is presented on job postings to help job seekers determine how the salary compares to the amount earned by other workers working the same job. Job Bank preferred indicating the median wage, which is less affected by extremely high or low wages, rather than the average wage which is calculated by adding up all the salaries of a group of people and then dividing that total by the number of people.