Senior Will Consultant

TD

Halifax, Nova Scotia, Canada
Base: $73,000 - $109,400 cad; bonus/equity: not sp...
Estate planning document review
Client relationship management
Risk management and compliance
The Senior Will Consultant plays a key role in contributing to a complete wealth management solution for clients by ensuring estate planning documents accurately reflect client intentions and comply with policies

Job Summary

  • The Senior Will Consultant plays a key role in contributing to a complete wealth management solution for clients by ensuring estate planning documents accurately reflect client intentions and comply with policies.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
  • TD fosters a respectful and inclusive workplace that values diverse perspectives and supports colleague growth through training, mentoring, and regular development conversations.

Matching Summary

The Senior Will Consultant plays a key role in contributing to a complete wealth management solution for clients by ensuring estate planning documents accurately reflect client intentions and comply with policies.

Salary

Base: $73,000 - $109,400 CAD; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Estate planning document review
  • Client relationship management
  • Risk management and compliance
  • Interpersonal and communication skills
  • Collaboration with legal counsel
  • Private Trust business support

Nice-to-have

  • Multilingual abilities
  • Critical thinking and problem solving
  • Organizational skills and attention to detail
  • Professional development opportunities
  • Mentoring and training participation

Key Requirements

  • In-depth knowledge of estate planning and administration
  • Exposure to estate and trust law
  • STEP TEP or equivalent in progress
  • CETA designation an asset
  • Canadian Securities Course an asset
  • JD/LLB/LLM or equivalent an asset

Work Rights

Not specified

Tailored Resume

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