Senior Estate Planner (Hybrid) (Calgary)

Job number 32407 – Senior Estate Planner (Hybrid) Location: Calgary, Edmonton, Winnipeg Category: Senior Professional | Status: Permanent | Type of Contract: Permanent | Schedule: Full‑time Overview

A career as a Senior Estate Planner at National Bank Financial Wealth Management means acting as a trusted expert in estate planning for high‑net‑worth clients and investment advisors. Your role impacts complex personal, family, and business situations, translating estate law into practical and tailored solutions. Responsibilities

Act as subject‑matter expert in estate planning, supporting investment advisors and their high‑net‑worth clients. Conduct in‑depth client interviews to understand objectives, family dynamics, and constraints, and develop customized estate planning strategies. Draft clear, structured, and compliant estate planning reports adapted to high‑net‑worth client situations. Collaborate closely with internal partners and external professionals to ensure an integrated approach to estate, tax, trust, and wealth planning. Deliver training sessions and provide ongoing guidance to investment advisors to strengthen their estate planning knowledge and practices. Contribute to the development of modern solutions, tools, and processes by identifying opportunities for continuous improvement and business development. Requirements

Bachelor’s degree in law and membership in good standing with the Alberta Bar Association. At least ten years of relevant legal experience. Strong expertise in estate planning, including succession law, trusts, and the administration of property of others. Significant experience in an expert or consulting advisory role with high‑net‑worth clients. Proven ability to structure, analyze, and synthesize complex legal and estate concepts into practical recommendations. Solid professional experience working with multidisciplinary partners in wealth management, taxation, and financial planning. Languages: English. Key skills: Client counseling, communication, estate law, teamwork, empathy, initiative, learning agility, and resiliency. Benefits

Competitive compensation. Health and wellness program with 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. Additional Information

The Bank values continuous development and internal mobility. Our personalized training programs, including the Data Academy, language training, the Harvard Learning Center, and coaching & mentoring support, are available to all employees. We welcome all candidates and are committed to providing a barrier‑free and accessible environment. If you require accommodations, please let us know during the recruitment process.

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