National Bank Financial is seeking a Senior Advisor in Estate Planning to support clients and Investment Advisors with estate planning needs, offering expert guidance in succession, retirement, and taxation. Based in the Quebec region offices, you will interview clients, build trusted relationships, draft tailored estate planning recommendations for high-net-worth clients, and deliver training to advisors. Occasional travel within the region is required.
#J-18808-Ljbffr
📌 Estate Planning Senior Advisor — 100% Consulting (Quebec) (Winnipeg)
🏢 Banque Nationale du Canada
📍 Winnipeg
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.