Expert Estate Planner High-Net-Worth Clients

Position: Expert Estate Planner for High-Net-Worth Clients
Elevate your career as a Senior Estate Planner at National Bank Financial Wealth Management. Utilize your extensive estate law knowledge to support high-net-worth clients effectively.

This position requires a deep understanding of estate planning complexities, as you will assist investment advisors with tailored solutions that address intricate client needs. You'll conduct comprehensive consultations to grasp family dynamics and objectives, and draft clear reports to outline strategic recommendations. Additionally, your role will emphasize collaboration with various professionals to ensure an integrated wealth management approach.

Key Responsibilities:

• Serve as a subject matter expert in estate planning

• Conduct comprehensive client interviews for tailored strategies

• Create clear estate planning reports for client situations

• Collaborate with multidisciplinary wealth and tax professionals

• Train investment advisors on estate planning practices

Requirements:

• Bachelor’s degree in law with Alberta Bar membership

• At least ten years of relevant estate planning experience

• Strong capability in trust and succession law

• Significant advisory experience with affluent clients

• Proven skills in analyzing and synthesizing complex concepts

Leverage your expertise in estate planning to provide exceptional service and value to clients at National Bank.
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