Wills and Trust Consultant at Canadian Wealth Management

Become a pivotal part of Canadian Wealth Management as a Wills and Trust Consultant in the Wills and Trusts Resource Group. This role focuses on providing technical analysis and recommendations to enhance estate and trust account management.
As a skilled Consultant, you'll analyze wills and trust agreements while supporting business goals and client satisfaction. Your expertise will contribute to minimizing risk and ensuring consistent practices across the organization. You will play a key role in fostering client relationships and improving the overall experience for estate settlements and account openings.
Key Responsibilities:
• Analyze and interpret wills and trust agreements effectively
• Provide informed recommendations on estate and trust matters
• Escalate critical account issues in a timely manner
• Develop relationships with business partners for optimal client service
• Stay updated on estate and trust law developments
Requirements:
• University de...