A career as a Paralegal at National Bank Financial (NBF) means acting as a trusted partner and collaborator with estate planners in the province of Quebec, assisting them in the estate planning process and the drafting of plans. You will report to the Vice-President, Quebec, Wealth Management Solutions.
Your role: 

• Receive and analyze requests for estate planning investment advisors
• Support estate planners and collaborate in the drafting of estate plans and other documents
• Conduct an initial audit and revision of the documents obtained for the preparation of the estate plan (wills, protection mandates, trust deed, etc.) and follow up if necessary
• Prepare a summary analysis of the legal documents received
• Produce the estate balance sheet, death taxes and estate cash flow
• Compile data, participate in the development of monitoring tables ensure the maintenance and indexing of classification systems
• Manage and organize multiple files with tight deadlines
• Answer general questions about estate planning and internal service offering processes

A career at National Bank Financial (NBF) means participating in transformation to have a direct impact on the client. It is home to more than 850 investment advisors in more than 85 branches across the country, managing the assets of more than 260,000 clients.  This position reports to the Vice-President, Wealth Management Solution - Quebec. 

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

Required competencies :

• Bachelor's degree in law or college diploma in paralegal technology
• 3 to 5 years of experience in estate planning
• Strong legal writing skills
• Ability to adapt to change
• Exceptional organizational skills, autonomy and good ability to synthesize
• Strong knowledge of computer tools (Word, Excel, PowerPoint)

Preferred competencies :

• Experience in a notary office, trust company or portfolio management firm
• Good communication skills and ability to popularize complex concepts 
• Ability to adapt to change and work in a multi-stakeholder environment

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.