Principal Advisor Estate Planning

Area(s) of interest: Advisory services, Commercial banking

Location(s): Montreal

A career as an expert advisor in the team of the Centre d'expertise de Gestion privée 1859, at National Bank, means acting as a financial planner and tax specialist for GP1859's clients. This job allows you to have a positive impact on our organization, thanks to your communication and analytical skills and your experience in financial planning and taxation.

Your role

• Provide support and guidance on complex questions to Private Banking 1859 advisors.
• Work with advisors to analyze different situations.
• Carry out estate planning for PB1859 clients.
• Meet with clients (and their legal professionals and tax experts, as required) and advisors to present estate planning to their files.
• Devise and conduct training activities with targeted organizations inside and outside the Bank.
• Act as a resource perso...