Senior Will Consultant at TD Wealth
JobPath Partners LLC • montreal, qc • Posted July 16, 2026
Position Overview
Elevate your estate planning expertise with TD Wealth as a Senior Will Consultant in Montréal, Quebec. Forge strong client relationships while guiding them through complex legal documentation.
The Senior Will Consultant plays a pivotal role in ensuring a complete wealth management solution for TD Wealth clients. You will work closely with clients, Wealth Advisors, and external legal professionals to implement effective estate plans incorporating The Canada Trust Company. Your expertise will enhance the Private Trust business, ensuring that all estate planning documents align with client intentions.
Key Responsibilities:
• Support Private Trust branches by introducing prospective clients
• Guide existing clients on legal document appointments
• Document client communications with precision
• Apply risk management for compliance and disputes
• Advocate for TD Wealth Private Trust within professional circles
Requirements...
The Senior Will Consultant plays a pivotal role in ensuring a complete wealth management solution for TD Wealth clients. You will work closely with clients, Wealth Advisors, and external legal professionals to implement effective estate plans incorporating The Canada Trust Company. Your expertise will enhance the Private Trust business, ensuring that all estate planning documents align with client intentions.
Key Responsibilities:
• Support Private Trust branches by introducing prospective clients
• Guide existing clients on legal document appointments
• Document client communications with precision
• Apply risk management for compliance and disputes
• Advocate for TD Wealth Private Trust within professional circles
Requirements...