Base: $69,700 - $98,400 cad; bonus/equity: not spe...
Estate planning and administration knowledge
Estate and trust law exposure
Risk management skills
The Will Consultant plays a key role in contributing to a complete wealth management solution for clients by acting as a liaison between clients, advisors, and legal counsel
Job Summary
The Will Consultant plays a key role in contributing to a complete wealth management solution for clients by acting as a liaison between clients, advisors, and legal counsel.
The role involves ensuring planning documents reflect client intentions, estate planning advice, and relevant legislation/company policy.
TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a competitive Total Rewards package.
Matching Summary
The Will Consultant plays a key role in contributing to a complete wealth management solution for clients by acting as a liaison between clients, advisors, and legal counsel.
Salary
Base: $69,700 - $98,400 CAD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Estate planning and administration knowledge
Estate and trust law exposure
Risk management skills
Client record documentation
Interpersonal and communication skills
Nice-to-have
Collaborative problem-solver
Professional and responsive client interaction
Language skills are an asset
Tax, insurance, investment knowledge
Key Requirements
In-depth knowledge of incapacity and estate planning
Exposure to estate and trust law
Exceptional critical-thinking skills
Strong written and oral communication skills
Excellent organizational skills and attention to detail
Additional professional competencies (e.g. TEP, CETA, CFP)