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Will Consultant at TD Bank - ApplyBlast

Will Consultant

TD Bank

4 months ago

Ottawa, Ontario

Onsite

Full Time

Senior

0 applicants

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About this role

The Senior Will Consultant acts as a liaison between clients, wealth advisors, and external legal counsel to facilitate the appointment of The Canada Trust Company in estate planning documents. This role ensures client estate plans are accurately implemented with necessary administrative provisions while managing complex assets across Private Trust branches. Candidates will guide high-value clients through wealth management solutions and advocate for TD Wealth's Private Trust business within the organization and professional community.

Responsibilities

Guide clients through appointing The Canada Trust Company in estate documents
Ensure will and power of attorney files comply with TCTC policy
Document client records and communications with legal counsel
Review complex estate planning documents for administrative adequacy
Serve as escalation point for policy clarification and complex asset situations

Skills

Qualifications

STEP TEP Trust & Estate Practitioner designationCETA Certificate on Estate and Trust AdministrationCanadian Securities CourseJD/LLB/LLM

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).