Job Description
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 Montreal region offices of NBF (especially Place Ville-Marie), 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 plannin...