Senior Legal Advisor Estate Planning

Senior Advisor Estate Planning Expertise Centre National Bank Private Banking 1859

• Are you known for your extensive expertise in estate planning?
• Are you committed to offering excellent service to Private Banking 1859 clients? Do you have an exceptional advisory approach?
• Are you looking for a role where you can make use of your communication, analysis and advisory skills in estate planning?

If so, come join the team at Private Banking 1859.

Reporting to the Expertise Centre’s Senior Manager, you will support advisors in estate-related decisions, in particular by drawing up estate plans. Based on your multidisciplinary expertise, you will use your strengths and talents to support this team of nine professionals in achieving its business objectives.

Your main challenges:

• Serve as an expert advisor to clients and provide high-level expertise in estate planning
• Establish trust-based relationships with referred clients to build loyalty; carry out interviews with clients and ensure follow-up and coordination of the steps that follow each interview
• Play a leadership role in your area of expertise
• Maintain internal and external visibility as a high-level expert and build strong networks
• Provide professional assistance and training on estate planning to advisors
• Solve problems and encourage the various parties to work together, become involved and take concrete measures to do so
• Establish and maintain partnerships with the parties involved in the sector’s activities, specifically the other experts and specialists in your region, to achieve common goals

Competencies Required

• Completed bachelor’s degree in law and 10 years of relevant experience or completed master’s degree in a related field and 8 years of relevant experience
• Advanced knowledge of taxation
• Tax designation, an asset
• Member of the Law Society of Ontario
• Significant experience as an expert advisor
• Extensive knowledge of estate planning concepts
• Expertise in estate and trust law
• Ability to build solid professional relationships (internal and external clients)
• Ability to quickly raise interest and build trust
• Ability to explain complex estate planning concepts in a simple, complete and practical manner
• Ability to adapt to change
• English spoken and written, French would be considered an asset

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.

• 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
• Initiatives promoting community involvement
• Telemedicine service
• Virtual sleep clinic

These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

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 peoples' lives.

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?