Consultant, Wills and Trusts Resource Group (Civil Law)

Job Description

What is the opportunity?As a member of the Wills and Trusts Resource Group (WTRG) under the Professional Practice Group, the Consultant will be part of the principal resource facility providing technical assistance, analysis, and recommendations to Canadian Wealth Management partners on estate and trust accounts, powers of attorney/protection mandates, incapacity, 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 trust accounts, and will help minimize risk and promote consistency in business practices across Canadian Wealth Management. This opportunity is an 18-month contract with full-time hours.What will you do?

Research and analyze estate, incapacity, and trust issues raised by the Canadian Wealth Management operational business units utilizing knowledge of relevant jurisdictional laws and principles with...