Senior Will Consultant at TD Wealth

Elevate your career as a Senior Will Consultant with TD Wealth in Montréal, Quebec. This role emphasizes estate planning, client relationship management, and collaboration with legal professionals.
As a Senior Will Consultant, you'll play a pivotal role in delivering comprehensive wealth management solutions. Your main focus will be to liaise between clients and their legal advisors, ensuring that estate planning documents accurately reflect client intentions when appointing The Canada Trust Company. Your expertise will deepen client relationships and foster multi-generational wealth management strategies.
Key Responsibilities:
• Guide clients in appointing The Canada Trust Company in their documents
• Manage relationships with clients and external legal partners
• Document communications with clients and legal counsel thoroughly
• Ensure compliance with TCTC policies regarding estate documents
• Advocate for TD Wealth in professional settings
Requirements:
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