Will Consultant

at  TD Bank

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

The successful candidate will:

• 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
• Apply risk management skills and knowledge to ensure all Will/Power of Attorney for Property files comply with company policy and relevant legislation/regulation
• 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:

• 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.

WHO WE ARE:

TD is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Please refer the Job description for details