Elevate your career with TD Wealth as a Senior Will Consultant in London, Ontario. Focus on client estate planning and provide indispensable support for legal documentation processes.

In this key role, you will manage client relationships while working closely with Wealth advisors and legal experts. Your mission is to ensure clients’ estate plans are accurate and reflective of their wishes, along with compliance with company policies and regulations. Solid judgment and communication skills will be critical as you navigate high-value client interactions.

Key Responsibilities:



• Facilitate the appointment of The Canada Trust Company for clients • Support regional private trust branches in client introductions • Fully document communications with clients and partners • Participate in ongoing policy development • Liaise with complex client cases requiring specialized knowledge

Requirements: • Comprehensive understanding of estate and trust law • Proven interpersonal and problem-solving capabilities • Experience in the financial or legal sector preferred • Relevant skilled credentials like CPA or CFP an asset • Robust attention to detail in documentation

Bring your expertise in estate planning to enhance the client experiences at TD Wealth.

📌 Will Consultant At Td Wealth London
🏢 TD
📍 London