Will & Estate Consultant

Join our team as a Will & Estate Consultant, supporting Wealth Management Services by providing expert advice to investment advisors and clients. Engage in client consultations, maintain professional relationships, and stay informed on legislation. Ideal for candidates with significant Canadian law expertise and a strong background in estate planning.

Skills

• canadian law degree
• member of the quebec board of notaries
• canadian bar association membership
• canadian legislation
• wills administration
• estate planning
• trust administration
• tax planning
• insurance products
• client counseling
• customer needs analysis
• customer service management
• group problem solving
• long term planning
• multi-level communication
• product services
• insurance planning
• cross-border estate law
• estate and trust experience
• society of trust and estate practitioners membership