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 solutions
- Prepare comprehensive estate planning recommendations




- Facilitate training sessions for investment advisors
- Develop and identify current business opportunities
- Stay informed of industry best practices and innovations

Requirements:

- Licensed member of Barreau or Chambre des notaires du Québec
- Minimum of 10 years of advising experience
- Significant expertise in estate planning and trusts
- Proven ability to foster professional relationships
- Skilled in communicating complex concepts simply

Make 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