Senior Consultant

Position: Senior Will Consultant
Work Location
Halifax, Nova Scotia, Canada

Hours
37.5

Line Of Business
Legal

Pay Details
$73,000 - $109,400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience  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
The Senior Will Consultant plays a key role in contributing to a complete wealth management solution for clients. The appointment of The Canada Trust Company ("TCTC") as Attorney under a Power of Attorney for Property, Executor and/or Trustee provides a solution to TD Wealth clients or other external clients looking for a professional in these roles. The appointment of TCTC by a client implies a significant level of trust, deepening the connection with TD Bank and creating opportunities for advising multiple generations on wealth management.

These appointments are a central component of the Private Trust business within TD Wealth.

Through effective relationship management, the Senior Will Consultant will act as a liaison between the client, their Wealth advisor or Trust Officer, and external legal counsel to assist in the implementation of the client's estate plan through the appointment of The Canada Trust Company in their estate planning documents. The key objective of the Senior Will Consultant role is to ensure that the clients' estate planning documents accurately represent the estate planning advice obtained by the clients from their legal advisor as well as to ensure that the estate planning documents include TCTC's relevant administrative provisions.

The Senior Will Consultant will work with the client and their lawyer to ensure the planning documents reflect the client's intentions and are able to be effectively administered. The Senior Will Consultant will report to the Will Consultant Manager.

Job Accountabilities
The successful candidate will:

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

January 2026

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…