Elevate TD Bank's Private Trust services as a Senior Will Consultant in Ottawa. Focus on estate planning and foster client relationships to ensure effective implementation of plans. In this senior role within TD Wealth, you will be instrumental in guiding clients through the appointment of The Canada Trust Company in their estate planning documents.
Your proficiency with estate planning and solid communication skills will help bridge client intentions with legal advice. The role requires a commitment to risk management and documenting client interactions thoroughly. Key Responsibilities:
Support Private Trust branches by introducing prospective clients
Guide clients through appointment processes in legal documentation
Document all communications and client interactions
Ensure compliance with TCTC policies and legislation
Participate in training for wealth partners and promote TD Wealth Requirements:
In-depth knowledge of estate planning and incapacity
Solid critical-thinking and problem-solving skills
Excellent organizational abilities and attention to detail
Enjoy skilled interactions with high-value clients
Language skills are a plus, especially French Become a trusted advisor in estate planning and enhance client relationships at TD Bank's Private Trust division.