Will Consultant

**Will Consultant**:

- 415113BR

**Job Category - Primary**
- Wealth Management

**Work Location**
- 2 St Clair Avenue East Corporate, TD Centre - South - 79 Wellington Street West

**Employment Type**
- Regular

**City**
- Markham, Toronto

**Time Type**
- Full Time

**Province/State**
- Ontario

**Hours**
- 37.5

**Workplace Model**
- Hybrid

**Pay Details**

**Department Overview**
- Private Trust delivers three core services: power of attorney, executor and trustee services where The Canada Trust Company is either acting through an appointment to these roles or as an agent. Private Trust is part of TD Wealth one of Canada's largest Wealth Management companies providing a suite of integrated services: investment management, private banking, insurance, estate and trust solutions to high-net-worth individuals. With an approach based on establishing close-knit, long-term relationships with clients, TD Wealth brings together the expertise and resources of a team of multi-disciplinary experts to provide customized client solutions.

**Job Details**
- The Will Consultant plays a key role in contributing to a complete wealth management solution for clients. The appointment of The Canada Trust Company ("TCTC") as Attorney under a Power of Attorney for Property, Executor and/or Trustee provides a solution to TD Wealth clients or other external clients looking for a professional in these roles. The appointment of TCTC by a client implies a significant level of trust, deepening the connection with TD Bank and creating opportunities for advising multiple generations on wealth management. These appointments are a central component of the Private Trust business within TD Wealth.
- 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 to assist in the implementation of the client's estate plan through the appointment of The Canada Trust Company in their legal documents. The key objective is to ensure the planning documents reflect the incapacity and estate planning advice the client has obtained and ensure relevant legislation and company policy is included in their planning document. The Will Consultant will work with the client and their lawyer to ensure the planning documents reflect the client's intentions and are able to be effectively administered.
- The position will report to the Will Consultant Manager.**Job Requirements**
- Support a specific group of Private Trust branches in a region by introducing prospective clients and guiding existing clients through the process of appointing The Canada Trust Company in their legal documents
- Have strong interpersonal and communication skills to support frequent interactions with clients, internal partners and external centers of influence
- Exercise sound judgment when interacting with clients and external professionals
- Fully document client records, including communications with clients, external legal counsel and internal partners
- Ensure file documentation adheres to all aspects of company policy
- Contribute to the Professional Practice Group's ongoing review and enhancement of Will clauses, policy, risk management, etc.
- Participate in TD Wealth partner training in conjunction with the Trust Officers in assigned branches
- Represent and advocate for TD Wealth Private Trust within the organization and in the trust/legal community

**Additional Information**
- In-depth knowledge of incapacity and estate planning and administration
- Exposure to estate and trust law in a legal environment and remaining apprised of ongoing developments
- Collaborative problem-solver with exceptional critical-thinking skills
- Strong written and oral communication skills
- Enjoy interacting with high-value clients in a professional and responsive manner
- Excellent organizational skills and strong attention to detail
- Language skills are an asset (e.g. French-speaking or other languages)
- Additional professional competencies, either completed or currently enrolled (e.g. TEP, CETA, CFP etc.). Some tax, insurance, investment knowledge is an asset.

**Company Overview**

**Our Values**
At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.**Making Your Well-being a Priority**
A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillar