Your role

• Interact in trusted partnership with the team's investment advisors.
• Act as a high-level consultant to clients on estate planning, conduct interviews with clients and establish a relationship of trust with them.
• As a leader in your area of expertise, maintain high-level internal and external visibility and create strong networks.
• Solve problems and convince different stakeholders to collaborate, get involved and take concrete steps to do so.
• Identify and develop business opportunities
• Establish and maintain partnerships with stakeholders engaged in the activities of the sector, including other experts and specialists on your team, playing the role of the mobilizer to promote the achievement of common objectives.
• Be at the forefront of new developments in your sector of activity in order to be able to determine the orientations to be followed in order to continue the evolution of the process of systems and ways of doing things in a perspective of continuous improvement. 

This specific role is in Guy Côté Wealth Management Team brings together specialists in finance, portfolio management and client service. In addition, their clients can count on National Bank Financial's global offer of products, services and specialists and on a large network of experienced professionals to meet all the needs of a Family Office clientele. This has resulted in the Team ranking 7th in the ranking of the 150 best wealth management advisors in Canada and 1st in Quebec in 2021.

Then join National Bank Financial Wealth Management!  We are the fifth largest securities brokerage firm in Canada. There are more than 850 investment advisors in more than 85 branches across the country, managing the assets of more than 260,000 clients. 

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 scheduling arrangements to help you achieve work/life balance, and flexible time off you can take when it's important to you.

Competencies required

• Completed Bachelor of Laws and 10 years of relevant experience or Completed Master's degree, related to the industry, and 8 years of relevant experience
• Member of the Barreau or the Chambre des Notaires du Québec
• Hold the title of PL. Fin
• Ability to quickly generate interest and trust
• Excellent communication skills in french and adept at complex concepts related to estate planning
• Ability to adapt to change and work in a multi-stakeholder environment

Preferred competencies

• Knowledge of various insurance products
• Demonstrated customer service skills
• Master's degree in taxation

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