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Title posted on Jobillico - Senior Estate Planning Advisor
Posted on November 04, 2024 by Employer details National Bank
Job details
<div> <p><span>A career as a Senior Estate Planning Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with their <strong>estate planning</strong> needs by providing general or specific information. In other words, it's a rare <strong>100% consulting position without the reception or drafting of notarial acts</strong>! The mission of the department is to offer high-quality expertise and services in succession, retirement, and taxation.</span></p> <p><strong><span>Your Role</span></strong></p> <ul> <li><strong><span>Become one of the key references in estate planning for the client advisory team of one of the largest asset management firms in Quebec!</span></strong></li> <li><span>Based in the <strong>Montreal North shore region offices</strong> of NBF, you will collaborate with your colleagues (financial and estate planners) to support the region's IAs and clients in estate planning.</span></li> <li><span>Conduct client interviews, establish a trust relationship with them, and draft detailed estate planning recommendations tailored to each high-net-worth client?s needs.</span></li> <li><span>Be a team player and maintain relationships with numerous internal and external stakeholders.</span></li> <li><span>Manage several complex cases with tight deadlines in a constantly evolving environment.</span></li> <li><span>Prepare and deliver training sessions on estate planning to investment advisors.</span></li> <li><span>Identify and develop business opportunities for all services and products offered by National Bank Financial.</span></li> <li><span>Stay at the forefront of new developments in your field to determine the directions to follow to continue evolving processes, systems, and methods in a perspective of continuous improvement.</span></li> <li><span>Understand business issues and, above all, participate in the development of practical solutions.</span></li> </ul> <p><strong><span>Prerequisites</span></strong></p> <ul> <li><span>Member of the Barreau or of the Chambre des notaires du Québec</span></li> <li><span>10 years of relevant experience</span></li> <li><span>In-depth knowledge of estate planning concepts, including succession law, trusts, and administration of the property of others</span></li> <li><span>Significant experience in an expert advisory role</span></li> <li><span>Ability to build strong professional relationships with various types of professionals (investment advisors, internal and external tax specialists, financial planners, etc.)</span></li> <li><span>Skills in simplifying complex information</span></li> <li><span>Listening skills necessary for understanding clients' sensitive issues</span></li> <li><span>Availability for travel to NBF offices</span></li> </ul> <p><strong><span>Assets</span></strong></p> <ul> <li><span>Experience/master degree in taxation</span></li> <li><span>Knowledge of insurance strategies</span></li> <li><span>Knowledge of wealth management</span></li> </ul> </div> <strong>Your benefits</strong><div><br></div><div>In addition to competitive compensation, upon hiring you?ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.</div><div><ul><li>Health and wellness program, including many options</li><li>Flexible group insurance</li><li>Generous pension plan</li><li>Employee Share Ownership Plan</li><li>Employee and Family Assistance Program</li><li>Preferential banking services</li><li>Opportunities to get involved in community initiatives</li><li>Telemedicine service</li><li>Virtual sleep clinic</li></ul></div><div>These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. </div><div><br></div><div>Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees? ideas. Whether- LocationLaval, QC
- Workplace information On site
- SalaryNot available
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Jobillico #14614784
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