TD

Senior Will Consultant

TD

full-time

Posted on:

Location Type: Office

Location: Toronto • Canada

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Salary

💰 CA$76,800 - CA$115,200 per year

Job Level

Senior

About the role

  • Support a specific group of Private Trust branches in a region by introducing prospective clients and guiding existing clients through the process of appointing The Canada Trust Company in their legal documents
  • Have strong interpersonal and communication skills to support frequent interactions with clients, internal partners and external centers of influence
  • Exercise sound judgment when interacting with clients and external professionals
  • Apply risk management skills and knowledge to ensure all Will/Power of Attorney for Property files comply with TCTC policy and relevant legislation/regulation
  • Fully document client records, including communications with clients, external legal counsel and internal partners
  • Ensure file documentation adheres to all aspects of company policy
  • Contribute to the Professional Practice Group's ongoing review and enhancement of Will clauses, policy, risk management, etc.
  • Participate in TD Wealth partner training in conjunction with the Trust Officers in assigned branches
  • Represent and advocate for TD Wealth Private Trust within the organization and professional community
  • Proficient in reviewing estate planning documents where more complex/sophisticated estate planning has been done to ensure adequacy of drafting from an administration/risk perspective
  • Engaged to assist other Will Consultants with client situations with a higher level of complexity of assets where guidance is needed
  • Serve as level up escalation point for situations where policy/procedure clarification is needed with clients and/or TD Wealth partners

Requirements

  • In-depth knowledge of incapacity, estate planning and administration
  • Exposure to estate and trust law in a legal environment and remaining apprised of ongoing developments
  • Collaborative problem-solver with exceptional critical-thinking skills
  • Strong written and oral communication skills
  • Enjoy interacting with high-value clients in a professional and responsive manner
  • Excellent organizational skills and strong attention to detail
  • Language skills are an asset (e.g. French-speaking or other languages)
  • Additional professional competencies, working towards completion of:
  • o STEP (Society of Trust and Estate Practitioners) TEP (Trust & Estate Practitioner) program, MTI program or equivalent
  • o CETA (Certificate on Estate and Trust Administration) designation an asset
  • o Canadian Securities Course an asset
  • o Other professional designations (e.g. CPA, CFP, PFP) considered an asset
  • o JD/LLB/LLM or equivalent an asset.
Benefits
  • health and well-being benefits
  • savings and retirement programs
  • paid time off
  • banking benefits and discounts
  • career development
  • reward and recognition programs
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
estate planningrisk managementestate and trust lawWill clausesPower of Attorneydocumentationcritical thinkingorganizational skillsattention to detailclient record management
Soft Skills
interpersonal skillscommunication skillscollaborative problem-solvingprofessionalismresponsivenesssound judgmentadvocacyclient interactionteam collaborationescalation management
Certifications
STEP TEP programCETA designationCanadian Securities CourseCPACFPPFPJDLLBLLM