Will Consultant

408633BR

Wealth Management

Ottawa, ON

May 5, 2023

Company Overview

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 Description**:
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 Accountabilities**
- 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

**Requirements**:
**Requirements**:

- 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.

Additional Information

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.