Estate planner at National Bank in Canada. Skills: Consulting, Investment Advice, Taxation, estate planning. Apply on NeverHard.
Company
National Bank
Location
Canada
Type
full_time
Required skills:
Consulting
Investment Advice
Taxation
estate planning
A career as a Senior Advisor in Estate Planning at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with their estate planning needs by providing general or specific information. In other words, it's a rare 100% consulting position without the reception or drafting of notarial acts ! The mission of the department is to offer high-quality expertise and services in succession, retirement, and taxation. Your Role Become one of the key references…