Become a Senior Advisor in Estate Planning at National Bank Financial. This consulting position is perfect for those who excel in client interaction and advisory without administrative tasks.
Based in Montreal, your role is to support investment advisors and clients in navigating estate planning needs. You'll conduct in-depth client interviews, manage complex cases, and provide tailored recommendations that reflect best practices in succession and taxation. Sharing your expertise through training sessions will further enhance the advisory team’s capabilities.
Key Responsibilities:
• Act as a primary estate planning resource for clients
• Establish trust and rapport with high-net-worth clients
• Develop customized estate recommendations
• Conduct training sessions for investment advisors
• Explore and implement business opportunities at NBF
Requirements:
• Must hold a Barreau membership or equivalent
• At least 10 years of practical estate planning experien...