Location
london, on, Canada
Posted
July 20, 2026
Job Description
Join TD Wealth as a Senior Will Consultant in London, Ontario, specializing in estate planning and client relationship management. Support clients with their estate plans and facilitate key appointments.
As a Senior Will Consultant, you engage with clients and collaborate with Wealth advisors and external counsel. Your role is pivotal in accurately reflecting client intentions in estate planning documents while ensuring compliance with TCTC regulations. This position requires strong interpersonal skills and risk management expertise to support complex asset situations and new client appointments.
Key Responsibilities:
• Introduce clients to The Canada Trust Company for estate needs
• Guide existing clients through legal document appointments
• Document all client interactions and maintain records
• Review estate planning documents for compliance
• Advocate for TD Wealth in professional settings
Requirements:
• In-depth knowledge of estate planning and incapac...
As a Senior Will Consultant, you engage with clients and collaborate with Wealth advisors and external counsel. Your role is pivotal in accurately reflecting client intentions in estate planning documents while ensuring compliance with TCTC regulations. This position requires strong interpersonal skills and risk management expertise to support complex asset situations and new client appointments.
Key Responsibilities:
• Introduce clients to The Canada Trust Company for estate needs
• Guide existing clients through legal document appointments
• Document all client interactions and maintain records
• Review estate planning documents for compliance
• Advocate for TD Wealth in professional settings
Requirements:
• In-depth knowledge of estate planning and incapac...