Base: $73,000 - $109,400 cad; bonus/equity: not sp...
Estate planning and administration knowledge
Risk management skills
Client record documentation
The Senior 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 Senior 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 clients' estate planning documents accurately reflect advice and include relevant administrative provisions for The Canada Trust Company.
TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a total rewards package including salary, variable compensation, and benefits.
Matching Summary
The Senior 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: $73,000 - $109,400 CAD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Estate planning and administration knowledge
Risk management skills
Client record documentation
Interpersonal and communication skills
Reviewing estate planning documents
Nice-to-have
Collaborative problem-solver
Professional and responsive client interaction
Attention to detail
Language skills are an asset
Key Requirements
In-depth knowledge of incapacity, estate planning and administration