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Senior Legal Advisor Vulnerable Persons

Disability Solutions

Company : Disability Solutions

Location : Montreal, QC

Posted Date : 28 October 2025

Job Details

A career as a Senior Legal Advisor in the Client Relationship and Complaints Advisory Services - Legal Affairs, Capital Markets and Wealth Management team means acting as a strategic resource in complex files involving vulnerable individuals. This role allows you to make a positive impact on our organization through your legal expertise, analytical skills, and ability to support business lines in sensitive, high-stakes situations.

Your role

  • Advise, support, and guide business lines in their activities, particularly regarding vulnerable persons, powers of attorney, protection mandates, trusts, estates, and incapacity.
  • Analyze complaint files from legal, regulatory, and financial perspectives, assess risks (legal, regulatory, reputational), and provide tailored recommendations.
  • Negotiate amicable settlements in collaboration with internal and external stakeholders.
  • Issue legal opinions and recommend actions to ensure the protection and growth of the firm in line with its business objectives.
  • Collaborate on regulatory investigations and litigation related to complaints.
  • Develop and maintain tools and training related to issues involving vulnerable persons.
Your team

Within the Legal Affairs sector of National Bank Financial (NBF), you'll be part of a large team of 30 colleagues and report to the Assistant Vice President - Client Relationship and Complaints Advisory Services. You'll work closely with the Senior Manager responsible for issues related to vulnerable persons. Our team stands out for its human approach, deep expertise, and commitment to protecting vulnerable clients.

National Bank values continuous development and internal mobility. Our personalized training programs, based on experiential learning, help you master your role and expand your areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.

Prerequisites

  • Bachelor's degree in law and a minimum of 10 years of relevant experience.
  • Member in good standing of the Barreau du Québec or the Chambre des notaires du Québec.
  • In-depth knowledge of legal issues related to vulnerable persons, incapacity, powers of attorney, estates, and trusts.
  • Experience or knowledge in securities law.
Languages:

English, French

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

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Analytical Skills Communication Diversity & Inclusion Legal Advice Problem Solving Empathy Initiative Resiliency Active collaboration Prioritization Adaptability Agile Mindset Law Complaint Investigations

Your benefits

In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

* Health and wellness program, including many options

* Flexible group insurance

* Generous pension plan

* Employee Share Ownership Plan

* Employee and Family Assistance Program

* Preferential banking services

* Opportunities to get involved in community initiatives

* Telemedicine service

* Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

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