Job Description
A career as a Senior estate planner at National Bank Financial Wealth Management (NBFWM) means acting as a trusted expert in estate planning for high‑net‑worth clients and investment advisors. This role allows you to have a meaningful impact on complex personal, family, and business situations thanks to your deep knowledge of estate law, your consulting mindset, and your ability to translate complex concepts into practical and tailored solutions.
You quickly become a key reference for advisors and clients, supporting them through important life events while contributing to the continuous evolution of estate planning practices within the organization.
Your role• Act as a subject matter expert in estate planning by supporting investment advisors and their clients with complex estate and succession needs
• Conduct in‑depth client interviews to understand objectives, family dynamics, and constraints, and develop customized estate planning strategies
• Draft c...