Senior Advisor Estate Planning Strategies

Position: Senior Advisor for Estate Planning Strategies
Location: Montreal

Become a Senior Advisor in Estate Planning with National Bank Financial, focusing solely on consultancy within Montreal’s vibrant financial landscape. This role provides a rare opportunity to advise clients and Investment Advisors without the conventional drafting responsibilities.

You will play a crucial role by offering expert estate planning advice, collaborating with financial and estate planners to develop tailored recommendations for high-net-worth clients. Your responsibilities will also include conducting detailed client interviews, initiating training for Investment Advisors, and continually enhancing the service offerings of NBF.

Key Responsibilities:

• Lead in estate planning advisory for clients and advisors

• Conduct in-depth client interviews to establish rapport

• Create specific estate planning recommendations tailored to clients

• Provide training sessions to investment advisors on estate planning

• Identify and pursue business opportunities within NBF’s services

Requirements:

• Licensed member of Barreau or Chambre des notaires du Québec

• 10+ years of experience in estate planning

• Deep knowledge of trusts and estate law

• Proven expertise in advisory relationships

• Capability to convey complex ideas simply

Contribute your insights to improve the estate planning strategies of National Bank Financial and support clients in their financial journeys.