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 settlemen...