Senior Advisor for Estate Planning Strategies
National Bank of Canada • montreal (administrative region), Canada
Role Description
Become a Senior Advisor in Estate Planning with National Bank Financial, focusing solely on consultancy within Montreal’s vibrant financial landscape. This role provides a rare opportunity to advise clients and Investment Advisors without the conventional drafting responsibilities.
You will play a crucial role by offering expert estate planning advice, collaborating with financial and estate planners to develop tailored recommendations for high-net-worth clients. Your responsibilities will also include conducting detailed client interviews, initiating training for Investment Advisors, and continually enhancing the service offerings of NBF.
Key Responsibilities:
• Lead in estate planning advisory for clients and advisors
• Conduct in-depth client interviews to establish rapport
• Create specific estate planning recommendations tailored to clients
• Provide training sessions to investment advisors on estate planning
• Identify and pursue business opportunities within...
You will play a crucial role by offering expert estate planning advice, collaborating with financial and estate planners to develop tailored recommendations for high-net-worth clients. Your responsibilities will also include conducting detailed client interviews, initiating training for Investment Advisors, and continually enhancing the service offerings of NBF.
Key Responsibilities:
• Lead in estate planning advisory for clients and advisors
• Conduct in-depth client interviews to establish rapport
• Create specific estate planning recommendations tailored to clients
• Provide training sessions to investment advisors on estate planning
• Identify and pursue business opportunities within...