Senior Consultant Wealth

Position: Senior Will Consultant at TD Wealth
Elevate estate planning solutions with TD Wealth as a Senior Will Consultant in Ottawa, Ontario. Collaborate with clients and legal partners to ensure accurate estate documentation and compliance.

As a Senior Will Consultant, you will play a vital role in providing wealth management solutions at TD Wealth. Your strong interpersonal skills will facilitate interactions with clients and legal counsel, ensuring their estate planning documents accurately reflect their intentions. You will be accountable for managing documentation and guiding clients through the appointment of The Canada Trust Company in their legal papers.

Key Responsibilities:

• Support Private Trust branches with prospective client introductions

• Document client communications and ensure adherence to policies

• Collaborate closely with clients and their lawyers

• Participate in ongoing review of Will clauses and policies

• Escalate complex situations requiring policy clarification

Requirements:

• In-depth knowledge of estate planning and administration

• Strong written and oral communication skills

• Organizational skills with attention to detail

• Progress towards relevant professional designations

• Language skills, especially in French, are an asset

Utilize your expertise in estate management and client consultations to enhance TD Wealth's service offerings in Ottawa.
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