Description
A career as a Senior Estate Planning Advisor 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 North shore region offices of 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.
- 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
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
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
