About this role
Conseiller sénior en planification successorale at National Bank of Canada. Location: Montreal, Quebec, Canada. Role: Becoming a reference in estate planning for the client advisory team, Interview clients, build trust, and draft tailored estate planning recommendations, Prepare and deliver training sessions on estate planning to financial advisors Requirements: Bar admission or membership with the Quebec Bar or Chambre des notaires; 10+ years of relevant experience; deep knowledge of estate planning, including trusts and succession law; proven expert advisor; strong relationship-building with professionals; ability to clearly explain complex concepts. Category: Legal and Compliance Seniority: Senior Level Certifications: bar admission, notary Commitment: Full Time Workplace: Hybrid Languages: French, English