Overview
Senior Wealth Management Consultant Jobs in Montréal, Canada at TD
Take the next step in your career as a Senior Will Consultant at TD Wealth in Montréal, Quebec. Contribute to comprehensive wealth management by facilitating clients’ estate plans.
This role focuses on managing relationships between clients, Wealth Advisors, and legal professionals to ensure their estate documents reflect professional advice and personal intentions accurately. Your strong interpersonal skills will play a critical role in gaining clients’ trust while promoting effective estate planning through The Canada Trust Company.
Key Responsibilities:
• Lead client introductions to The Canada Trust Company
• Interact frequently with clients and external advisors
• Document all client communications and interactions thoroughly
• Ensure compliance with TCTC policies and legislation
• Participate in ongoing review of legal estate clauses
Requirements:
• Proven experience in estate planning and administration
• Knowledgeable about estate and trust laws
• Strong critical-thinking and problem-solving skills
• Effective communicator with organizational expertise
• Bilingual skills, particularly in French, are beneficial
Bring your professional skills to enhance TD Wealth’s client services and estate management in Montréal.
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Title: Senior Wealth Management Consultant
Company: TD
Location: Montréal, Canada
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