Senior Will Consultant

Description

The Senior 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 Senior 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 estate planning docum...