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Estate Planning Jobs in Quebec (NOW HIRING)

Td

Estate Planning Advisor (Insurance)

Montreal, QC · On-site

The Opportunity As a Estate Planning Advisor (Insurance), you will partner with some of the firm's most affluent clients, providing expert insurance guidance as an integral component of their overall ...

Td

Tax Estate Planner

Montreal, QC · On-site

CA$115K - CA$163K/yr

Tax and estate planning for high-net-worth clients that focuses on: * Creating a tax-efficient estate plan. * Protecting and increasing wealth. * Philanthropic planning; and US cross border issues.

Royal LePage Real Estate

Real Estate Agent

Quebec, QC · On-site

New Agents, Experienced Agents, or Those Planning to Become Licensed Grow your real estate career with powerful tools, proven support, and a trusted brand recognized nationwide. Whether you're newly ...

Royal LePage Real Estate

Real Estate Agent

Montreal, QC · On-site

New Agents, Experienced Agents, or Those Planning to Become Licensed Grow your real estate career with powerful tools, proven support, and a trusted brand recognized nationwide. Whether you're newly ...

Royal LePage Real Estate

Real Estate Agent

Montreal, QC · On-site

New Agents, Experienced Agents, or Those Planning to Become Licensed Grow your real estate career with powerful tools, proven support, and a trusted brand recognized nationwide. Whether you're newly ...

Royal LePage Real Estate

Real Estate Agent

Joliette, QC · On-site

New Agents, Experienced Agents, or Those Planning to Become Licensed Grow your real estate career with powerful tools, proven support, and a trusted brand recognized nationwide. Whether you're newly ...

Royal LePage Real Estate

Real Estate Agent

Montreal, QC · On-site

New Agents, Experienced Agents, or Those Planning to Become Licensed Grow your real estate career with powerful tools, proven support, and a trusted brand recognized nationwide. Whether you're newly ...

Royal LePage Real Estate

New Agents, Experienced Agents, or Those Planning to Become Licensed Grow your real estate career with powerful tools, proven support, and a trusted brand recognized nationwide. Whether you're newly ...

Royal LePage Real Estate

Real Estate Agent

Gatineau, QC · On-site

New Agents, Experienced Agents, or Those Planning to Become Licensed Grow your real estate career with powerful tools, proven support, and a trusted brand recognized nationwide. Whether you're newly ...

Royal LePage Real Estate

Real Estate Agent

Laval, QC · On-site

New Agents, Experienced Agents, or Those Planning to Become Licensed Grow your real estate career with powerful tools, proven support, and a trusted brand recognized nationwide. Whether you're newly ...

Royal LePage Real Estate

Real Estate Agent

Laval, QC · On-site

New Agents, Experienced Agents, or Those Planning to Become Licensed Grow your real estate career with powerful tools, proven support, and a trusted brand recognized nationwide. Whether you're newly ...

Royal LePage Real Estate

Real Estate Agent

Laval, QC · On-site

New Agents, Experienced Agents, or Those Planning to Become Licensed Grow your real estate career with powerful tools, proven support, and a trusted brand recognized nationwide. Whether you're newly ...

Royal LePage Real Estate

Real Estate Agent

Gatineau, QC · On-site

New Agents, Experienced Agents, or Those Planning to Become Licensed Grow your real estate career with powerful tools, proven support, and a trusted brand recognized nationwide. Whether you're newly ...

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Showing results 1-20

All JobsEstate Planning JobsEstate Planning Jobs in Quebec

Estate Planning information

See Quebec salary details

$25K

$79.6K

$151.5K

How much do estate planning jobs pay per year?

As of Sep 1, 2026, the average yearly pay for estate planning in Quebec is $79,567.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $100,000.00 per year, depending on experience, location, and employer.

What is estate planning?

Estate planning is the process of arranging for the management and transfer of a person's assets after their death or incapacitation. It involves creating legal documents such as wills, trusts, and powers of attorney to ensure that your wishes are carried out, your loved ones are provided for, and your estate is distributed according to your preferences. Estate planning can also help minimize taxes, avoid probate, and reduce potential disputes among heirs. Consulting with an estate planning attorney can help tailor a plan to your specific needs and goals.

What are the key skills and qualifications needed to thrive as an estate planning attorney, and why are they important?

To thrive as an Estate Planning Attorney, you need a Juris Doctor degree, state bar licensure, and expertise in wills, trusts, probate, and tax law. Familiarity with estate planning software, legal research databases like Westlaw or LexisNexis, and documentation management systems is typically required. Excellent interpersonal skills, attention to detail, and strong ethical judgment help build client trust and ensure precise legal work. Mastery of these skills is crucial for protecting client assets, ensuring legal compliance, and delivering tailored estate solutions.

What are some common challenges faced by estate planning professionals when working with clients?

Estate planning professionals often encounter challenges such as navigating complex family dynamics, addressing clients' emotional concerns about legacy and inheritance, and interpreting frequently changing tax laws. Effective communication is essential, as clients may have sensitive or conflicting wishes regarding asset distribution. Additionally, coordinating with other professionals like accountants and financial advisors is often necessary to ensure a comprehensive plan, which requires strong collaboration and project management skills.

What is the difference between Estate Planning vs Notary Public?

AspectEstate PlanningNotary Public
Required CredentialsLegal or financial certifications, often a lawyer or financial advisorCommissioned by state, no specific legal degree required
Work EnvironmentLaw firms, financial institutions, or private practicePublic settings, legal offices, or client homes
Industry UsageLegal and financial planning for estate transferAuthenticating documents and signatures
Common Search/ComparisonEstate Planning vs Notary Public

Estate Planning involves creating legal strategies to manage and transfer assets after death, often requiring specialized legal or financial credentials. Notary Publics authenticate signatures and documents but do not provide estate or legal planning services. While both roles operate within legal environments, their functions and credentials differ significantly.

Is estate planning in demand?

Estate planning is a growing field due to an aging population and increasing awareness of wealth transfer strategies. Estate planners and attorneys with certifications like the Certified Estate Planner (CEP) are in demand to help clients manage wills, trusts, and estate taxes. The job often requires strong legal knowledge, attention to detail, and familiarity with financial tools.

What degree do you need to be an estate planner?

Estate planners typically hold a bachelor's degree in fields such as law, finance, accounting, or estate planning. Many also pursue advanced certifications like the Certified Estate Planner (CEP) or Certified Financial Planner (CFP) to enhance their expertise and credibility in the field.

What does an estate planning do?

An estate planning professional helps clients organize and manage their assets to ensure their wishes are fulfilled after death. They create legal documents such as wills, trusts, and powers of attorney, and often work with attorneys and financial advisors to develop comprehensive estate plans. Strong knowledge of estate laws and attention to detail are essential in this role.

What are popular job titles related to Estate Planning jobs in Quebec?

For Estate Planning jobs in Quebec, the most frequently searched job titles are:

What job categories do people searching Estate Planning jobs in Quebec look for?

The top searched job categories for Estate Planning jobs in Quebec are:

Estate Planning jobs near you
Infographic showing various Estate Planning job openings in Quebec as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $79,567 per year, or $38.3 per hour.

Estate Planning Advisor (Insurance)

Td

Montreal, QC • On-site

Full-time

Medical, Retirement, PTO

Posted 21 days ago

Job description

Work Location:

Montreal, Quebec, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$0 - $0 CADThis role is eligible for commission based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

At TD Wealth Private Wealth Management (PWM), we work with High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals, families, and business owners to help them achieve what matters most. We deliver tailored wealth strategies that align with each client's unique goals, priorities, and legacy aspirations.

As part of this offering, Wealth Insurance Services plays a critical role in helping clients preserve, protect, and transition wealth through sophisticated insurance and estate planning solutions. By leveraging leading insurance products and advanced tax-efficient strategies, we help clients address complex financial, business succession, and estate planning needs with confidence.

The Opportunity

As a Estate Planning Advisor (Insurance), you will partner with some of the firm's most affluent clients, providing expert insurance guidance as an integral component of their overall wealth strategy. You will collaborate closely with Private Bankers, Investment Advisors, Financial Planners, and Estate Planning professionals to uncover opportunities, develop customized solutions, and deliver exceptional client outcomes.

What You'll Do

  • Develop sophisticated insurance and wealth transfer strategies for HNW and UHNW clients, ensuring plans are aligned with complex tax, estate, and wealth preservation objectives.

  • Identify, recommend, and implement customized life insurance solutions that support clients' broader financial and legacy planning goals.

  • Own the full client journey, from opportunity identification and client discovery through solution design, implementation, and ongoing relationship management.

  • Build strong partnerships across TD Wealth channels to expand access to affluent client opportunities and deepen client relationships.

  • Collaborate with leading insurance carriers and wholesalers to stay at the forefront of product innovation and market opportunities.

  • Promote comprehensive estate planning, insurance, and wealth protection solutions that create long-term value for clients.

  • Drive business growth through proactive client acquisition, relationship expansion, and strategic business development initiatives.

  • Deliver exceptional client experiences while ensuring operational excellence, compliance, and risk management standards are consistently maintained.

  • Stay current on industry developments, tax and estate planning trends, and evolving insurance solutions to provide forward-thinking advice.

  • Contribute ideas and best practices to enhance client solutions, business effectiveness, and overall service delivery.

What You Bring

  • University degree.

  • 8-10+ years of experience within the Canadian life insurance industry, ideally in a client-facing advisory, sales, or wealth planning environment.

  • Life Insurance License in good standing.

  • Professional designation such as CFP, CLU, CHFC, or equivalent.

  • French & English bilingualism is required.

  • Deep expertise in insurance planning, estate planning, taxation, and wealth transfer strategies.

  • Proven ability to influence and collaborate with affluent clients, centres of influence, and wealth management professionals.

  • Strong business development mindset with a track record of generating and growing client relationships.

  • Exceptional communication, presentation, and relationship management skills.

  • Ability to navigate complex client situations and deliver sophisticated advice with confidence and credibility.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.


Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.


Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!

Language Requirement (Quebec only):

Maitrise d'une langue autre que le francais pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le francais.

Apply