Principal Advisor for Estate Planning Solutions

Advance your expertise as a Principal Advisor at National Bank's Centre d'expertise de Gestion privée 1859, focusing on estate planning and tax advisory roles. This position allows you to empower advisors and clients with strategic insights.

In this senior role, you will collaborate closely with Private Banking 1859 advisors to navigate complex financial scenarios. Your duties include executing estate planning initiatives and facilitating essential training for banking personnel. Maintaining a pulse on tax developments will enhance your ability to act as a resource for clients and colleagues alike.

Key Responsibilities:
• Support advisors with sophisticated financial inquiries
• Work together to critically analyze client situations
• Develop and execute estate plans for clients
• Conduct training for banking professionals
• Publish industry articles and lead presentations

Requirements:
• Bachelor's in Law; maste...