Critically analyze estate, trust, power of attorney, and incapacity documentation received from the business
Research and analyze estate, trust, and incapacity issues raised by the Canadian Wealth Management operational business units
Make reasoned and informed recommendations to the business with the Senior Manager relating to the support of trust, estate, and incapacity issues
Review waiver of probate exception requests and provide a risk analysis and recommendation summary to the business
Prioritize escalation of estate, trust, and incapacity account issues based on urgency
Identify business/legal risks on any account submitted to this resource group (WTRG)
Play an active role in developing relationships with Canadian Wealth Management Operations
Work with a team of professionals to identify trends in the business and suggest solutions

Bachelor of Laws (LL.B.)
2+ years’ experience in the estate and trust industry
Ability to work effectively both independently and collaboratively within a team environment
Bilingualism (English and French) required
Demonstrated ability to self-manage, think independently, and analyze complex issues
Willingness to participate in continued learning of both civil and common law estate and trust concepts and principles
MTI or TEP designation (Nice-to-have)
Master of Laws in Notarial Law (LL.M.) (Nice-to-have)
Knowledge of common law principles and their application in estate and trust matters (Nice-to-have)
Membership in good standing with the Chambre des notaires du Québec or Barreau du Québec (Nice-to-have)

Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work

Consultant, Wills and Trusts Resource Group – Civil Law

About this role