Opportunity Description
Join National Bank as an Expert Advisor in Estate Planning within the Centre d’expertise de Gestion privée 1859. This role is ideal for professionals with a strong background in financial and tax planning.
In this Principal Advisor position, you will provide essential support for estate planning processes, directly engaging with Private Banking 1859 clients and their legal advisors. Your experience will enable you to devise effective training programs and publish resources on estate law and taxation.
Key Responsibilities:
• Guide complex estate planning questions for advisors
• Analyze client needs and work with advisors
• Develop estate strategies for clients' diverse situations
• Conduct training for both internal and external stakeholders
• Write articles and speak at events related to estate planning
Requirements:
• Bachelor’s degree in Law, Master’s in Taxation preferred
• At least ten years of relevant estate planning experience
• Strong understan...
In this Principal Advisor position, you will provide essential support for estate planning processes, directly engaging with Private Banking 1859 clients and their legal advisors. Your experience will enable you to devise effective training programs and publish resources on estate law and taxation.
Key Responsibilities:
• Guide complex estate planning questions for advisors
• Analyze client needs and work with advisors
• Develop estate strategies for clients' diverse situations
• Conduct training for both internal and external stakeholders
• Write articles and speak at events related to estate planning
Requirements:
• Bachelor’s degree in Law, Master’s in Taxation preferred
• At least ten years of relevant estate planning experience
• Strong understan...
Interested in this opportunity? Apply now through Expertini.
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