Senior Will Consultant
$81,600–$115,200 year
On-siteToronto, Ontario, Canada
Job Summary
Support Private Trust branches by introducing prospective clients and guiding existing clients through the process of appointing The Canada Trust Company in their legal documents. Act as a liaison between clients, Wealth advisors, and external counsel to ensure estate planning documents accurately reflect client advice and include TCTC's administrative provisions. Review complex estate planning documents to verify drafting adequacy from an administration and risk perspective. Fully document client records and communications while applying risk management skills to ensure file compliance with TCTC policy and legislation. Escalate situations requiring policy clarification or guidance on high-complexity assets to the Will Consultant Manager.
Required Qualifications
- 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
Desired Qualifications
- Language skills are an asset (e.g. French-speaking or other languages)
- STEP (Society of Trust and Estate Practitioners) TEP (Trust & Estate Practitioner) program, MTI program or equivalent
- CETA (Certificate on Estate and Trust Administration) designation
- Canadian Securities Course
- Other professional designations (e.g. CPA, CFP, PFP)
- JD/LLB/LLM or equivalent
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