Senior Will Consultant
TD Bank Group(16 days ago)
About this role
The Senior Will Consultant supports estate planning within TD Wealth by ensuring legal documents accurately reflect clients' wishes and are compliant with policies and legislation. The role involves liaising with clients, legal professionals, and internal teams to facilitate estate and trust appointments, mainly involving the appointment of The Canada Trust Company.
Required Skills
- Estate Planning
- Trust Law
- Legal Documentation
- Client Relations
- Risk Management
- Communication Skills
- Legal Compliance
- Trust and Estate Law
- Document Review
- Wealth Management
About TD Bank Group
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