Become a Senior Advisor in Estate Planning with National Bank Financial, working closely with Quebec's North Shore clients. Focused purely on consulting, this unique role avoids the typical drafting burdens. In this role with NBF, you'll collaborate with both investment advisors and estate planning specialists to provide expert guidance to high-net-worth clients.

You'll conduct interviews to identify specific needs and prepare detailed recommendations accordingly. Furthermore, your responsibilities include facilitating training sessions for advisors and spotting current business opportunities to enhance service offerings at NBF. Key Responsibilities:
Lead client interviews to develop customized estate plans
Establish and maintain trust relationships with clients




Conduct training for investment advisors on estate planning
Identify cross-selling prospects for NBF services
Engage with new developments in estate planning for continuous improvement Requirements:
Licensed member of the Barreau or Chambre des notaires du Québec
Minimum 10 years of advisory experience
Relevant designations like CPA considered beneficial
Robust understanding of succession laws and trust concepts
Excellent relationship management and analytical skills Utilize your profound estate planning knowledge to assist clients and elevate the advisory team at National Bank Financial in Quebec.

📌 Senior Advisor Estate Planning Nbf Quebec Laval
🏢 Banque Nationale du Canada
📍 Laval