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investment consultant
Title posted on CareerBeacon - Will Consultant
Posted on November 03, 2024 by Employer details TD Bank
Job details
Work Location:Toronto, Ontario, CanadaHours:37.5Line of Business:LegalPay Details:$65,600 - $98,400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.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 AccountabilitiesThe 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 documentsHave strong interpersonal and communication skills to support frequent interactions with clients, internal partners and external centers of influenceExercise sound judgment when interacting with clients and external professionalsApply 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 partnersEnsure file documentation adheres to all aspects of company policyContribute 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 branchesRepresent and advocate for TD Wealth Private Trust within the organization and in the trust/legal communityRequirements: In-depth knowledge of incapacity and estate planning and administrationExposure to estate and trust law in a legal environment and remaining apprised of ongoing developments Collaborative problem-solver with exceptional critical-thinking skillsStrong written and oral communication skillsEnjoy interacting with high-value clients in a professional and responsive mannerExcellent organizational skills and strong attention to detailLanguage skills are an asset (e.g. French-speaking or other languages)Additional professional competencies, either completed or currently enrolled (e.g. TEP, CETA, CFP e- LocationToronto, ON
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2120392
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