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Estate plannerNational Bank • Montreal, Québec, Canada
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Estate planner

National Bank
  • CA
    Montreal, Québec, Canada
  • CA
    Montreal, Québec, Canada
Apply Now

About

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 the Montreal region offices of NBF (especially Place Ville-Marie), 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.
  • Be a team player and maintain relationships with numerous internal and external stakeholders.
  • Manage several complex cases with tight deadlines in a constantly evolving environment.
  • 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
  • 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
  • Listening skills necessary for understanding clients' sensitive issues
  • Availability for travel to NBF offices

Assets

  • Experience/master degree in taxation
  • Knowledge of insurance strategies
  • Knowledge of wealth management

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 such as:


* 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!

  • Montreal, Québec, Canada

Languages

  • English
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