Job Description
Drive estate planning excellence as a Senior Will Consultant with TD Wealth in Ottawa. Help clients navigate their estate plans while ensuring all documentation is comprehensive and compliant.
In this Senior Will Consultant role at TD Wealth, you will facilitate the integration of The Canada Trust Company into clients' estate strategies. Your expertise in estate administration and law will enable you to act as a trusted liaison among clients, legal representatives, and internal partners. This position is fundamental in ensuring that all estate documents reflect clients’ needs while adhering to TCTC policies.
Key Responsibilities:
• Support a designated region by guiding clients through estate processes
• Fully document client interactions and legal consultations
• Contribute to policy enhancement and Will clause reviews
• Provide training and support for TD Wealth partners
• Escalate intricate cases requiring deeper policy insights
Requirements:
• Knowledge o...
In this Senior Will Consultant role at TD Wealth, you will facilitate the integration of The Canada Trust Company into clients' estate strategies. Your expertise in estate administration and law will enable you to act as a trusted liaison among clients, legal representatives, and internal partners. This position is fundamental in ensuring that all estate documents reflect clients’ needs while adhering to TCTC policies.
Key Responsibilities:
• Support a designated region by guiding clients through estate processes
• Fully document client interactions and legal consultations
• Contribute to policy enhancement and Will clause reviews
• Provide training and support for TD Wealth partners
• Escalate intricate cases requiring deeper policy insights
Requirements:
• Knowledge o...
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