Work Location:Toronto, Ontario, CanadaHours:37.5Line of Business:LegalPay Details:$81,600 - $115,200 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job Description:Department OverviewThe Skilled Practice Group (PPG) is a National Office department supporting the Private Trust business. Private Trust delivers three core services: power of attorney, executor and trustee services where The Canada Trust Company is either acting through an appointment to these roles or as an agent. PPG assists in identifying and proactively managing the risk within the personal trust business through policy development/maintenance and assisting the field with the day-to-day discretionary decisions required in the delivery of service.Private Trust is part of TD Wealth one of Canada's largest Wealth Management companies providing a suite of integrated services: investment management, private banking, insurance, estate and trust solutions to high net worth individuals. With an approach based on establishing close-knit, long-term relationships with clients,



TD Wealth brings together the expertise and resources of a team of multi-disciplinary experts to provide customized client solutions.Job DescriptionReporting to the Senior Manager, Business Risk Management, the Consultant will provide specialized legal and practical guidance and support to the Private Trust business. This position supports Private Trust employees in the 17 branch locations across Canada with the day-to-day decisions required in the business to meet its fiduciary requirements as executor, attorney under a power of attorney for property, or in its capacity as a trustee. These decisions need to be supported by a sound understanding of the legal requirements and assessment of risk balanced by practical realities. This position will also support the PPG team with the ongoing updating and enhancing of policies, researching of a wide variety of topics to answer questions, reporting requirements and assist with ad hoc projects as they arise (e.G. changes in legislation).Specific areas of responsibility include:Legal – Decision-MakingAct as a member of Regional Discretionary Powers CommitteeSupport the field on fiduciary decisionsEvolve best practices for making informed, quality decisionsLegal – Documentation ReviewReview legal documentation relating to PT files (e.G. settlement agreements, notices of application, draft orders, management plans, affidavits, legal opinions)Review documentation relating to potential new business (e.G. escrow agreements, Indigenous Trust Services deeds,



blind trust deeds)Review service agreements, fee schedules, and internal forms/letters/checklistsGovernance/Regulatory/Monitoring and SurveillanceMaintain relationships with Compliance, Legal, Governance and ControlInternal regulatory licensing requirements, as needed (e.G. notarial signing)Assist with monthly Business Risk Meeting with control partnersPrepare and communicate regular reporting requirements to key stakeholdersStay abreast of legislative changes and industry practices impacting the business through industry blogs and bulletins, continuing legal education webinars and via Legal and CompliancePolicy ManagementReview and ongoing updating of policies according to scheduleWork with Governance & Control and other required parties for approval of policy changesRecord retention policySpecial ProjectsHandle ad hoc requests as they ariseJob RequirementsExperience in an estate and trust environmentExperience dealing with matters of a legal natureStrong analytical and critical thinking abilityExcellent communication skills, both verbal and writtenAbility to work as part of a team as well as the confidence to work independently with minimal oversightAbility to critically identify and assess fiduciary riskComfortable in working with senior management and other external departments e.G. Legal, ComplianceAbility to deliver prompt, practical and risk appropriate decisions, recommendations and solutionsStrong attention to detailAbility to review legislation and regulation and undertake legal researchSelf-motivated and resourcefulAbility to develop external networking relationships and represent the trust company within the industryWho We Are:TD is one of the world's leading global financial institutions and is the fifth largest

📌 Consultant, Professional Practice Group - C$81,600 - C$115,200 A Year (Toronto)
🏢 TD
📍 Toronto