Senior Advisor in Estate Planning

A career as a Senior Advisor in Estate Planning at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with their estate planning needs by providing general or specific information. In other words, it's a rare 100% consulting position without the reception or drafting of notarial acts! The mission of the department is to offer high-quality expertise and services in succession, retirement, and taxation.

Your Role

• Become one of the key references in estate planning for the client advisory team of one of the largest asset management firms in Quebec!
• Based in the Quebec region offices of NBF, you will collaborate with your colleagues (financial and estate planners) to support the region's IAs and clients in estate planning.
• Conduct client interviews, establish a trust relationship with them, and draft detailed estate planning recommendations tailored to each high-net-worth client’s needs.
• Prepare and deliver training sessions on estate planning to investment advisors.
• Identify and develop business opportunities for all services and products offered by National Bank Financial.
• 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.
• Understand business issues and, above all, participate in the development of practical solutions.

Prerequisites

• Member of the Barreau or of the Chambre des notaires du Québec
• 10 years of relevant experience
• Relevant designation (e.g., CPA or Tax Specialist) is considered an asset
• In-depth knowledge of estate planning concepts, including succession law, trusts, and administration of the property of others
• Significant experience in an expert advisory role
• Ability to build strong professional relationships with various types of professionals (investment advisors, internal and external tax specialists, financial planners, etc.)
• Skills in simplifying complex information
• Ability to travel regularly within the region and provide their own transportation