Shape your career with TD Bank as a Senior Will Consultant in Toronto. Engage with high-value clients while facilitating the appointment of The Canada Trust Company in their estate plans.

In the Senior Will Consultant role, you are linked closely to TD's Private Trust offerings. This position requires effective relationship management and a solid understanding of legal documentation surrounding estate planning. You will collaborate with clients' legal teams to ensure compliance and clarity in all estate documents.

Key Responsibilities:



• Guide clients in the estate planning process • Document interactions and maintain communication records • Ensure compliance with legal policies and risks • Work with Trust Officers for effective client outcomes • Train Partners within TD Wealth on estate planning

Requirements: • In-depth insights into incapacity and estate administration • Skills in conveying complex legal concepts clearly • Proven organizational skills with attention to detail • Willingness to engage with high-net-worth clients • Relevant qualified qualifications in trust and estate

Join a committed team at TD Bank to enhance client estate planning and foster trust through expert guidance in Toronto. #J-18808-Ljbffr

📌 Senior Will Consultant with TD Bank (Winnipeg)
🏢 TD Bank Group
📍 Winnipeg