Base: $69,700 - $98,400 cad; bonus/equity: not spe...
Estate planning and administration knowledge
Incapacity planning knowledge
Relationship management
The Will Consultant plays a key role in contributing to a complete wealth management solution for clients
Job Summary
The Will Consultant plays a key role in contributing to a complete wealth management solution for clients.
Through effective relationship management, the Will Consultant will act as a liaison between the client, their Wealth advisor or Trust Officer, and external legal counsel.
TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development being defining features of the colleague experience.
Matching Summary
The Will Consultant plays a key role in contributing to a complete wealth management solution for clients.
Salary
Base: $69,700 - $98,400 CAD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Estate planning and administration knowledge
Incapacity planning knowledge
Relationship management
Risk management skills
Client record documentation
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
Strong written and oral communication skills
Excellent organizational skills
Additional professional competencies (TEP, CETA, CFP etc.)