Description
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 PB 1859 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 person for journalists in partnership with Public Affairs, when required.
- Publish articles or specialized information documents and act as conference speaker
- Closely follow any news on developments of various tax laws and other legislation
- Be conscious of reputational issues and risks for the Bank in your dealings with clients.
- Maintain relationships with the Bank’s internal and external experts.
Your team
Come join the team at Commercial & Private Banking 1859. Reporting to Francois Archambault, senior manager, you will support advisors with wealth management decisions, in particular by carrying out estate planning. Based on your multidisciplinary expertise, you will use your strengths and talents to support this team of nine professionals in achieving its business objectives.
Prerequisite
- Bachelor’s degree in Law and master’s degree in Taxation (an asset)
- Member of the Chambre des notaires du Québec or the Barreau du Québec
- At least ten (10) years of experience in estate planning
- Recognized expertise in estate planning
- Strong knowledge of estate law, trust law, and taxation
- Integrity and solid communication skills
- Excellent ability to influence
- Comfortable using Microsoft Office suite tools
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
