Join a leading financial institution in Toronto as a Senior Will Consultant. This role focuses on guiding clients through estate planning and ensuring the appointment of The Canada Trust Company.
As a Senior Will Consultant with TD, you play a crucial role in supporting clients with wealth management solutions. Strong collaboration skills and expertise in estate law are vital as you liaise with clients, wealth advisors, and external legal partners. Your goal is to ensure client intentions are accurately reflected in legal documents while managing risk effectively.
Key Responsibilities:
• Introduce clients to the appointment process of TCTC
• Ensure accurate documentation of estate planning communications




• Apply risk management knowledge for compliance
• Collaborate with professionals on complex estate matters
• Advocate for the Private Trust services within TD
Requirements:
• Extensive knowledge of estate planning processes
• Background in estate and trust law
• Solid communication and interpersonal skills
• Detail-oriented with excellent organization
• Skills in multiple languages are beneficial
Drive impactful estate planning initiatives with TD Wealth and support client trust in Toronto.
#J-18808-Ljbffr

📌 Toronto Senior Will Consultant Role
🏢 TD Bank Group
📍 Toronto