Advance your career to a Senior Will Consultant role with TD Wealth in London, Ontario. Leverage your estate planning knowledge to manage client relationships and ensure document accuracy.

As a Senior Will Consultant, you contribute to a robust wealth management solution by engaging clients and advising them through the estate documentation process. Your responsibility includes liaising with internal teams and external legal specialists to ensure alignment between client intentions and legal requirements. Uphold the standards of TD Wealth while representing our expertise within the community.

Key Responsibilities:



• Introduce clients to The Canada Trust Company’s services • Guide clients through their estate planning processes • Ensure compliance with TCTC policies in all documentation • Act as a point of escalation for complex situations • Document and review estate plans thoroughly

Requirements: • High-level understanding of incapacity and estate law • Solid critical-thinking and communication skills • Experience working with high-net-worth clients • Skilled designations such as TEP or JD are valued • Excellent organizational skills and attention to detail

Utilize your skills to strengthen TD Wealth’s client relationships and elevate trust in estate planning practices. #J-18808-Ljbffr

📌 Expert Will Consultant For Estate Planning Winnipeg (Canada)
🏢 TD
📍 Canada