Elevate your career as a Senior Advisor in Estate Planning at National Bank Financial. This unique 100% consulting role is designed to support clients in tailored estate strategies and planning solutions. In this pivotal role based in Montreal, you will serve as a key resource for the client advisory team.

Collaborating with financial planners and investment advisors, you’ll conduct client interviews, build trust, and deliver customized estate recommendations. Your expertise will be invaluable in training sessions, identifying business opportunities, and implementing continuous improvements in estate planning procedures. Key Responsibilities:

- Provide tailored estate planning solutions for high-net-worth clients
- Build trust through client interviews and consultations




- Deliver training on estate planning to investment advisors
- Identify opportunities for National Bank Financial services
- Stay updated on industry developments to enhance practices Requirements:
- Member of Barreau or Chambre des notaires du Québec
- 10 years of relevant advisory experience
- In-depth knowledge of estate planning concepts
- Robust relationship-building skills with diverse professionals
- Ability to simplify complex information for clients Leverage your estate planning expertise to shape impactful client experiences at National Bank Financial.

📌 Estate Planning Senior Advisor at NBF (Montreal)
🏢 Banque Nationale du Canada
📍 Montreal