Canada's National Recruitment Firm Placing Top Legal Talent in Corporate Counsel, Quasi-Legal, Private Practice, and Executive Roles for 20 Years

Available View
Job Title: Estate and Trust Consultant / Consultant en planification successorale et fiduciaire (Montreal) ( ID: A4091 )
Career Category: Business Development, Estates, Trusts, Wealth Management
Posted Date: 2016-04-01
Location: Montreal
Our client, a wealth management firm, is expanding. They are looking to add an Estate and Trust Consultant to their Montreal team.

As Estate and Trust Consultant, you will assist the firm’s wealth management advisors with client relationship management and development. This role requires a combination of technical knowledge in relation to estates and wealth management, and business development skills.

The role will include:
• Assisting the firm’s wealth management advisors with high-level review of existing wealth management profiles and developing appropriate estate plans
• Developing business and deepening client relationships through recommendation of the firm’s products and services, making referrals to business partners, and cultivating new opportunities
• Recognizing risk management issues by following internal guidelines and supporting the firm with technical expertise
• Actively participating in the firm’s team environment by building and maintaining relationships across the organization, generating new ideas, sharing knowledge and experience, and pursuing employee development


You are the ideal candidate if you:

• Are a university graduate (civil law degree preferred, with provincial Bar membership).
• Are a Society of Trust and Estate Practitioners (STEP) Member. Trust industry accreditation and/or CFP designation are preferred.
• Have a thorough knowledge of estate, tax, trust, incapacity, business, family and charity law.
• Have a working knowledge of foreign jurisdiction connection issues and implications.
• Excellent oral and written communication skills, including the ability to clearly communicate technical and complex legal concepts to both professional and lay audiences, in both English and French.

If this describes you, and you are interested in joining a progressive, growing organization that provides a competitive compensation package, and a stimulating work environment, please send us your details.



Atlantic Canada (Halifax)
1959 Upper Water Street, Suite 1301
Purdy’s Wharf, Tower 1 Halifax, NS B3J 3N2
T: 866-227-1444 | F: 416-789-4114
Marine Building, 355 Burrard Street,
Suite 1000, Vancouver, B.C. V6C 2G8
T: 866-227-1444 | F: 416-789-4114
1000 de la Gauchetière Street West, Suite 2400, Montréal Québec H3B 4W5
T: 866-227-1444 | F: 416-789-4114
1920 Yonge Street
Suite 200, Toronto, Ontario M4S 3E2
T: 416-789-1444 | F: 416-789-4114
Copyright © 2016 Life After Law Inc.