Pursue your passion for estate planning with TD’s Senior Will Consultant position in Langley, British Columbia. Engage with high-value clients and facilitate their estate management needs seamlessly. As a Senior Will Consultant, you'll enhance TD Wealth's offerings by guiding clients through the appointment process of The Canada Trust Company. You'll ensure that all estate planning documents align with clients' wishes while adhering to company policies and legislation.

Your role will also involve significant interaction with Wealth advisors and legal professionals. Key Responsibilities:
Support a designated region's Private Trust branches
Document all client interactions thoroughly
Oversee the integration of TCTC in estate documents
Collaborate on complex estate planning scenarios
Represent TD Wealth in qualified settings Requirements:
In-depth knowledge of estate and trust law
Strong interpersonal and communication skills
Organized with a keen eye for detail
Problem-solving capabilities in team-oriented settings
Relevant skilled designations advantageous Leverage your expertise to ensure clients' estate plans are effectively managed at TD Wealth.

📌 Langley Senior Will Consultant At Td
🏢 TD
📍 Langley