Will Consultant

Description

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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 documents. The key objective of the Senior Will Consultant role is to ensure that the clients' estate planning documents accurately represent the estate planning advice obtained by the clients from their legal advisor as well as to ensure that the estate planning documents include TCTC's relevant administrative provisions. The Senior 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 Senior Will Consultant 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 TCTC 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 professional community
• Proficient in reviewing estate planning documents where more complex/sophisticated estate planning has been done to ensure adequacy of drafting from an administration/risk perspective
January 2026
• Engaged to assist other Will Consultants with client situations with a higher level of complexity of assets where guidance is needed
• Serve as level up escalation point for situations where policy/procedure clarification is needed with clients and/or TD Wealth partners

Requirements:
• In-depth knowledge of incapacity, 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, working towards completion of:
o STEP (Society of Trust and Estate Practitioners) TEP (Trust & Estate Practitioner) program, MTI program or equivalent
o CETA (Certificate on Estate and Trust Administration) designation an asset
o Canadian Securities Course an asset
o Other professional designations (e.g. CPA, CFP, PFP) considered an asset
o JD/LLB/LLM or equivalent 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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet