Will Consultant Manager - Toronto, Canada - TD Bank

TD Bank

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

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Description

TD Description
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Department Overview

Private 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.

The Will Consultant Manager 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 and team leadership, the Will Consultant Manager will support and oversee the team of Will Consultants in each region, who 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 of the Will Consultant group is to ensure the planning documents reflect the incapacity and estate planning advice the client has obtained and to ensure relevant legislation and company policy is included in clients' planning documents.

The Will Consultant Manager will be responsible for training, ongoing education, and policy/procedure updates within the Will Consultant team.

In addition, the Manager may support other National Office initiatives as well as the ongoing improvement of clauses, policies and resources.

The position will report to the Manager, Professional Practice Group.

Job Accountabilities

Provide support to TD partners and external legal counsel with respect to introducing the Will process to clients and partnering with these clients and their external legal counsel to review drafts of the Will and to onboard Wills into Private Trust
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
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
Establish and maintain relationships with internal partners and external professionals in the community with a responsibility to enhance the professional image/expertise of TCTC and TD Wealth
Represent and advocate for TD Wealth Private Trust within the organization and in the trust/legal community

Job Requirements

Indepth knowledge of incapacity and estate planning and administration
Exposure to estate and trust law in a legal environment and remaining apprised of ongoing developments
Experience within a Trust Company or other financial institution
Collaborative problemsolver with exceptional criticalthinking skills
Strong written and oral communication skills
Enjoy interacting with highvalue clients in a professional and responsive manner
Excellent organizational skills and strong attention to detail
Language skills are an asset (e.g. Frenchspeaking or other languages)
Additional professional competencies, either completed or currently enrolled (e.g. TEP, CETA, CFP etc.). Some tax, insurance, investment knowledge is an asset

Additional Information

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

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