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Principal Advisor Estate Planning

Attendance
Hybrid
Job number
32601
Category
Senior Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
28-Apr-2026
Area(s) of interest: Advisory services, Commercial banking
Location(s): Montreal

A career as an expert advisor in the team of the Centre d'expertise de Gestion privée 1859, at National Bank, means acting as a financial planner and tax specialist for GP1859's clients. This job allows you to have a positive impact on our organization, thanks to your communication and analytical skills and your experience in financial planning and taxation.


Your role

  • Provide support and guidance on complex questions to Private Banking 1859 advisors.
  • Work with advisors to analyze different situations.
  • Carry out estate planning for PB 1859 clients.
  • Meet with clients (and their legal professionals and tax experts, as required) and advisors to present estate planning to their files.
  • Devise and conduct training activities with targeted organizations inside and outside the Bank.  
  • Act as a resource person for journalists in partnership with Public Affairs, when required.
  • Publish articles or specialized information documents and act as conference speaker
  • Closely follow any news on developments of various tax laws and other legislation
  • Be conscious of reputational issues and risks for the Bank in your dealings with clients.
  • Maintain relationships with the Bank’s internal and external experts.

 

Your team  


Come join the team at Commercial & Private Banking 1859.  Reporting to Francois Archambault, senior manager, you will support advisors with wealth management decisions, in particular by carrying out estate planning.  Based on your multidisciplinary expertise, you will use your strengths and talents to support this team of nine professionals in achieving its business objectives. 


Prerequisite

  • Bachelor’s degree in Law and master’s degree in Taxation (an asset)
  • Member of the Chambre des notaires du Québec or the Barreau du Québec
  • At least ten (10) years of experience in estate planning
  • Recognized expertise in estate planning
  • Strong knowledge of estate law, trust law, and taxation
  • Integrity and solid communication skills
  • Excellent ability to influence
  • Comfortable using Microsoft Office suite tools
 

 

Languages:
French

Skills

Artificial Intelligence Diversity & Inclusion Teamwork Cybersecurity Empathy Initiative Learning Agility Resiliency
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 such as:

* 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
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

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For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

See more

Discover our culture

Duration: 1 min 25 sec
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Flexibility
Wellbeing
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Inclusive Environment

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