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 new business opportunities to enhance service offerings at NBF.Key Responsibilities:Lead client interviews to develop customized estate plansEstablish and maintain trust relationships with clientsConduct training for investment advisors on estate planningIdentify cross-selling opportunities for NBF servicesEngage with current developments in estate planning for continuous improvementRequirements:Licensed member of the Barreau or Chambre des notaires du QuébecMinimum 10 years of advisory experienceRelevant designations like CPA considered beneficialStrong understanding of succession laws and trust conceptsExcellent relationship management and analytical skillsUtilize 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