A career as a Senior Advisor in Estate Planning at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with theirestate planningneeds by providing general or specific information. In other words, it's a rare100% 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 RoleBecome 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 theMontreal 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.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 current 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.PrerequisitesMember of the Barreau or of the Chambre des notaires du Québec10 years of relevant experienceIn-depth knowledge of estate planning concepts, including succession law, trusts, and administration of the property of othersSignificant experience in an expert advisory roleAbility 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

📌 Estate Planner (Montreal)
🏢 National Bank of Canada
📍 Montreal