Job Description

We are looking for someone passionate about estate planning to join a dynamic and growing team. If you want to thrive in a collaborative and stimulating environment, this position is for you.

  What we offer

National Bank Financial Wealth Management (NBFWM) is the largest securities broker in Canada. We have nearly 1,000 investment advisors in over 100 branches, helping more than 400,000 individual clients manage their assets. Since 1902, we have been building lasting relationships with Canadian families. From generation to generation, our mission is to protect our clients' wealth.

In this exciting role within the Khalil Advisory Group, you will act as a legal expert and work closely with other team members while providing support to other notaries in delivering their services to clients.

You will be part of a team of just over 40 people working in the field of wealth management. The Khalil Advisory Group, affiliated with National Bank Financial, manages nearly $4 billion in assets and serves a diverse clientele (professionals, specialists, entrepreneurs, etc.).

This is a permanent full-time position, with a minimum of three days per week in person. We have business locations in Quebec City, Rivière-du-Loup, and Rimouski. You will be based at one of these locations and may occasionally be required to travel from one city to another.

Your job

More specifically, your work will consist of:

• Obtaining and analyzing clients' legal documents (wills, protection mandates, trust deeds, shareholder agreements, insurance policies, etc.) in preparation for meetings to advise them on their estate planning.


• Establishing the family portrait and financial statement of clients.


• Participating with notaries in meetings with clients.


• In collaboration with the notary responsible for the file, evaluating and identifying estate planning needs and proposing appropriate solutions.


• Drafting document projects (reflection elements and estate plan) and submitting them for review to the notary assigned to the file.


• Ensuring the transmission of these documents to clients and the external professional responsible for the final drafting of legal documents.


• Establishing a relationship of trust with various team members (wealth management advisors, financial planners, etc.).


• Participating in the training of other group members and establishing your credibility to be recognized as an expert in your field of activity.

Prerequisites

• Notary registered with the Quebec Chamber of Notaries.


• One to four years of relevant experience.


• Good knowledge of estate planning, estates, and personal protection measures.


• General knowledge of wealth management (investments, insurance, financial planning, taxation, etc.) and a strong interest in developing in these various fields of expertise.


• Excellent interpersonal and communication skills.

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
* Opportunities to get involved in community initiatives
* 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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? 


Come live your ambitions with us!

Job Tags

Permanent employment, Full time, Flexible hours, 3 days per week,

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