Senior Advisor, Notarial Law and Estate Planning

Posted 3 weeks ago

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About the role

  • Senior legal advisor guiding Desjardins clients on notarial law and estate planning. Developing strategic partnerships, retention initiatives, and tailored client solutions.

Responsibilities

  • Evaluate and act on business and partnership opportunities to boost the organization’s development and profitability
  • Advise members, clients and stakeholders to help them position, plan, develop, execute and monitor strategic initiatives
  • Develop, retain and ensure the satisfaction of members, clients and stakeholders
  • Develop retention tactics and strategies
  • Monitor the industry to understand and anticipate trends in the specialty area and make recommendations
  • Lead clients and practitioners on sales and service development projects, initiatives and activities impacting multiple business sectors
  • Analyze complex problems and develop and implement personalized solutions tailored to client needs
  • Serve as specialist and resource person for the unit, members and clients
  • Represent the unit before decision-making bodies
  • Help represent Desjardins and enter the organization into important agreements with clients
  • Develop and maintain business relationships and partnerships with important clients

Requirements

  • Bachelor's degree in Law or a related field
  • A minimum of six years of relevant experience
  • Other combinations of qualifications and relevant experience may be considered
  • Knowledge of French is required
  • Expertise in Taxation
  • Action oriented
  • Customer Focus
  • Differences
  • Interpersonal Savvy
  • Networks
  • Nimble learning
  • Strategic mindset

Benefits

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment
  • Hybrid work arrangement

Job title

Job type

Full Time

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

HybridMontrealCanada

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