Will Consultant [Td Bank]

Hours37.5Workplace ModelHybridPay Details

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Department OverviewPrivate 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 DetailsThe 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 RequirementsThe Successful Candidate Will

• Fully document client records, including communications with clients, external legal counsel and internal partners
• Participate in TD Wealth partner training in conjunction with the Trust Officers in assigned branches
• Have strong interpersonal and communication skills to support frequent interactions with clients, internal partners and external centers of influence
• Represent and advocate for TD Wealth Private Trust within the organization and in the trust/legal community
• Contribute to the Professional Practice Group's ongoing review and enhancement of Will clauses, policy, risk management, etc.
• Ensure file documentation adheres to all aspects of company policy
• 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
• 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

Additional Information

• Exposure to estate and trust law in a legal environment and remaining apprised of ongoing developments
• Language skills are an asset (e.g. French-speaking or other languages)
• In-depth knowledge of incapacity and estate planning and administration
• Strong written and oral communication skills
• Additional professional competencies, either completed or currently enrolled (e.g. TEP, CETA, CFP etc.). Some tax, insurance, investment knowledge is an asset.
• Enjoy interacting with high-value clients in a professional and responsive manner
• Excellent organizational skills and strong attention to detail
• Collaborative problem-solver with exceptional critical-thinking skills

Company OverviewOur Values

At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority

A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth. Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes … because when colleagues feel their best, they're more likely to do their best.

Our Total Rewards Package

Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How We Work

At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care.

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. 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 a customer obsessed organization, and we are 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.

InclusivenessOur Commitment to Diversity, Equity, and Inclusion

At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

How We're Helping Make An Impact In Communities

TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

Accommodation

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We look forward to hearing from you!