Consultant, Wills and Trust Resource Group

What is the opportunity? As a member of the Wills and Trusts Resource Group (WTRG), the Consultant will be part of the principal resource facility providing technical assistance, analysis and recommendations to Canadian Wealth Management partners on various estate and trust account and disbursement issues. The position will support revenue generation through retention of funds by improving the client experience on estate settlements and the opening of new estate and trust accounts, and will help minimize risk and promote consistency in business practices across Canadian Wealth Management.

Job Description Overview: The Consultant will work closely with Wealth Management operations to review, analyze, and provide recommendations on estate and trust matters.

What will you do?

Critically analyze, review and interpret wills and trust agreements submitted to WTRG related to the opening or change in an estate or trust account, identify issues and provide a standardi...