Elevate your career with TD Wealth as a Senior Will Consultant in Toronto. This pivotal role involves estate planning and client relationship management, guiding clients through appointing The Canada Trust Company.

The Senior Will Consultant is essential within the Private Trust sector of TD Wealth. This position requires solid interpersonal skills, effective communication, and the ability to collaborate with clients, legal counsel, and financial advisors. You will manage intricate estate planning matters and ensure compliance with relevant policies and regulations while representing TD firmly.

Key Responsibilities:



• Support Private Trust branches with client introductions • Guide clients through estate planning processes • Document all communications and maintain client records • Ensure compliance with TCTC policies and relevant law • Assist in training and advocating for TD Wealth solutions

Requirements: • Deep knowledge of estate planning and administration • Exposure to trust law and regulations • Strong critical thinking and problem-solving skills • Excellent written and verbal communication abilities • Attention to detail and organizational excellence

Join TD Wealth to shape meaningful estate planning outcomes and foster client relationships in Toronto. #J-18808-Ljbffr

📌 Senior Will Consultant at TD Wealth (Toronto)
🏢 TD Bank Group
📍 Toronto