Drive estate planning expertise at National Bank as a Principal Advisor in Montreal, focusing on impactful financial planning and tax strategies. Collaborate with clients and Private Banking 1859 advisors to develop comprehensive estate solutions.
In this prominent role at the Centre d'expertise de Gestion privée 1859, you will provide vital support to advisors while directly engaging clients throughout the estate planning process. You'll leverage your deep knowledge of estate law and taxation to not only influence decisions but also to enhance the client experience.
Key Responsibilities:
• Guide advisors with complex estate planning inquiries
• Analyze client situations collaboratively
• Host estate planning meetings with clients and legal professionals
• Develop and lead training initiatives
• Stay informed on tax law developments and serve as a resource
Requirements:
• Bachelor's in Law; master's in Taxation is advantageous
• At least ten years in estat...