TD Bank Group

Senior Will Consultant

TD Bank Group

1 month ago
Mississauga, Ontario
Onsite
Full Time
Senior
0 applicants
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TD Bank Group
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About this role

The Senior Will Consultant supports TD Wealth’s Private Trust business by facilitating the appointment of The Canada Trust Company in clients’ estate planning documents. The role deepens client relationships by acting as a trusted liaison between clients, wealth advisors, trust officers, and external legal counsel. It contributes to ensuring clients’ estate plans are accurately documented and administrable by TCTC.

Skills

Qualifications

STEP TEPMTICETACanadian Securities CourseCPA
TD Bank Group

About TD Bank Group

td.com

Explore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.

About TD Bank Group

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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