Estate Planning Drafting Advisor
City : Montreal
Category : Permanent Full-Time
Industry : Wealth management
Employer : National Bank
*** Please note that this position can be held from different cities in Quebec including Montreal, Laval, Brossard or Quebec **
Pursuing a career as a Senior Estate Planning Drafting Advisor at National Bank Financial (NBF) means being at the heart of our client advice center and working in collaboration with our various estate planning specialists (lawyers and notaries) in order to serve the NBF Quebec clientele. You play the key role of trusted partner to estate planners, particularly in drafting recommendations and providing advice to be offered to the clients of investment advisors and the NBF.
The sector's mission is to offer high-quality expertise and services in matters of inheritance, retirement and taxation.
Your job:
- Become one of the references in estate planning for the client advisory team of one of the largest asset management firms in Quebec!
- Support the team's lawyers and notaries in their mandates with investment advisors, particularly for the preparation of complex files, the analysis of legal documents, legal research but above all, the drafting of detailed estate recommendations adapted to the needs of every high net worth client
- Be a team player, maintain relationships with numerous internal stakeholders
- Manage several complex files with tight deadlines in a constantly evolving environment
- Maintain internal visibility and create strong interpersonal connections
- Be at the cutting edge of new developments in your sector of activity
- If interested, meeting with clients
We aim to offer you maximum flexibility in your work to promote your quality of life. This translates in particular to hybrid work in the office and remotely, the organization of working time to reconcile professional and personal life, and flexible leave at times that matter.
Prerequisites:
- Minimum of 10 years of relevant experience
- Knowledge of estate planning concepts, probate, trusts and administration of property of others
- Strong legal writing skills
- Rigorous, autonomous, organized, good spirit of synthesis
Desired skills:
- Knowledge in taxation
- Experience within a trust company or within a portfolio management company
- Good communication skills and able to popularize complex concepts
- Ability to adapt to change and work in an environment with multiple stakeholders
An asset:
- Be a member of the Chambre des Notaires du Québec or the Barreau
Your benefits
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.
* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved in community initiatives
* Telemedicine service
* Virtual sleep clinic
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.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!