Join National Bank Financial as a Senior Advisor specializing in Estate Planning. This position focuses on consulting without the need for drafting or reception tasks, enabling deep client engagement.Based in Montreal, you'll be integral to the advisory team, providing high-quality estate planning services to clients and investment advisors. Conduct interviews, draft thorough planning recommendations, and lead training sessions to empower advisors.



You'll also identify growth opportunities for NBF's estate planning services while staying attuned to industry changes that affect your practice.Key Responsibilities:Conduct detailed client interviews to tailor estate solutionsPrepare comprehensive estate planning recommendationsFacilitate training sessions for investment advisorsDevelop and identify recent business opportunitiesStay informed of industry best practices and innovationsRequirements:Licensed member of Barreau or Chambre des notaires du QuébecMinimum of 10 years of advising experienceSignificant expertise in estate planning and trustsProven ability to foster professional relationshipsSkilled in communicating complex concepts simplyMake a difference in clients' wealth management through your estate planning expertise at National Bank Financial.

📌 Senior Estate Planning Consultant In Montreal
🏢 Banque Nationale du Canada
📍 Montreal