beBeeEstatePlanning Jobs in Canada

Estate Planning Specialist · We are seeking a highly skilled professional to join our Estate Solutions Group in Edmonton. · This role involves providing comprehensive legal services in estate planning, dispute resolution, and litigation. · Key Responsibilities: · Developing and i ...

Job Title: Tax, Retirement and Estate Planning ProfessionalTax, Retirement and Estate Planning Professional · The Tax, Retirement and Estate Planning (TREP) team provides tax, retirement and estate planning support to its Sales team, financial advisors and planners. This role wor ...

Support Estate Planning Professional · Our organization is looking for a highly skilled Support Estate Planning Professional to join our team. As a key member of the support team, you will be responsible for providing administrative support to our estate planning specialists in a ...

Job Title: Estate Planning Professional · Our team is seeking an experienced Estate Planning Professional to secure new clients and provide fiduciary services to our high-net-worth individuals. The successful candidate will be responsible for interacting with key stakeholders, in ...

Customized Estate Planning Solutions · A forward-thinking law firm is seeking an experienced Estate Planning Attorney in Quebec to develop comprehensive estate plans for young families. · The ideal candidate will possess 3-5 years of relevant experience, outstanding communication ...

Part-Time Estate Administrator · Drafting and notarizing estate documents, supporting executor duties, and adapting to client needs are key responsibilities of this role. A minimum of 3 years of experience and technology proficiency are required. · Proficient in legal document dr ...

Seeking a Senior Estate Planning Professional to leverage their expertise in providing tailored estate recommendations to clients of investment advisors. The ideal candidate will have 10 years of relevant experience, extensive knowledge of estate planning concepts, probate, trust ...

Estate Planning Specialist · This role offers the opportunity to become a trusted authority in estate planning, working closely with high net worth clients and their advisors. · Develop tailored estate recommendations that meet the unique needs of each client. · Collaborate with ...

Estate Planning Specialist — Growth & Development · We are seeking a detail-oriented professional with 2+ years of experience in estate tax planning to join our team. · Preparation and analysis of estate tax files · Validation of data · Collaboration with the Tax department · The ...

Job Description: · We are seeking a skilled legal professional to join our team as an Estate Planning Lawyer. As a key member of our team, you will be responsible for providing high-quality legal services related to Wills, Testamentary Trusts, and Estates. · Key Responsibilities: ...

Senior Estate Planning Specialist · Toronto | 5+ years · Experience advising on and drafting estate plans and wills for high-net-worth individuals · Strong, portable portfolio of clients · A highly skilled estate planning professional is required to join our national law firm in ...

Job Summary · We are seeking a highly skilled Estate Planning Expert to join our team. In this role, you will be responsible for providing high-quality expertise and services in matters of inheritance, retirement, and taxation. · Main Responsibilities: · Become a key reference in ...

Estate Planning Consultant · As an Estate Planning Consultant, you will play a pivotal role in providing expert guidance to clients on managing their assets and creating comprehensive estate plans. This position involves collaborating closely with investment advisors to deliver c ...

Job Title: Senior Tax and Estate Planning Professional · CI Financial is seeking a highly skilled professional to join its team of tax and estate planning experts at CI Global Asset Management (CI GAM). The successful candidate will be responsible for providing technical support ...

As a seasoned estate planning professional, you will be working with high-net-worth clients to create comprehensive plans for their assets. This role requires significant experience in drafting and advising on wills, estates, and trusts. · <h2 id= ...

Wills & Estates Lawyer Opportunity · Our law firm is seeking a skilled Wills & Estates Lawyer with 5+ years of experience to join its Toronto office. The ideal candidate will have expertise in advising on and drafting estate plans and wills, particularly for high-net-worth client ...

At the forefront of advanced insurance case support, this pivotal role plays a crucial part in delivering exceptional service and assistance to advisors and clients alike. · This position offers a flexible work arrangement, allowing you to work remotely from anywhere in Canada. Y ...

Estate Planning Assistant Job Description · We are seeking an experienced Estate Planning Assistant to support our high-net-worth clients in Montreal. This role involves reviewing insurance applications, providing exceptional client service, and preparing comprehensive insurance ...

Estate Planning Attorney Job Opportunity · We are seeking a skilled Estate Planning Attorney to develop tailored estate plans for young families in Quebec. · 3-5 years of relevant experience · Strong communication skills · Passion for educating clients about estate planning · Thi ...