Private Client Advice, Account Manager

Description

:Welcome to Private Client Advice! Since its inception in 2018, Private Client Advice (PCA) has grown fast and profitably. We offer an insurance service that appreciates our client's efforts to build their prized assets, which may include everything from cars and properties, to wine, jewelry or art. Private Client Advice is a bespoke insurance experience, tailored with our clients in mind and customized to ensure that the assets they've worked so hard to acquire are fully protected. Our goal is to exceed our client's expectations.

If this was enough to peak your curiosity and you want to learn more about us, check out our web page:

In your role as a Senior Account Manager, Private Client Advice you will deliver a legendary High Net Worth client experience by:

• Conducting an in-depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored HNW strategies.

• Identifying referral opportunities and coordinate the team of Partners/Advisors to work collaboratively together in order to execute an integrated Plan with the goal of consolidating assets and ensuring TD is primary Financial Institution.

• Working collaboratively with the TDI underwriters, claims advisors and HNW inspectors for insurance solutions.

• Placing specific focus on onboarding clients with investment needs to Investment Management (PIC/PIA).

• Working proactively with direct Manager to develop improved client experience, operational and Practice Management practices, and overall personal development

• Maintaining up-to-date knowledge and understanding of TDI policies and procedures, industry trends and protect the interests and reputation of TDI and its clients by continuous compliance to them.

• Representing TDI and TDBG to the general public in a professional manner.

• Meeting face to face with customers to understand their needs and desires working with the HNW team to provide the best underwriting experience.

• Participating fully as a member of the team and support a positive work environment that promotes the business' vision and legendary client experience.

• The HNW staff will also have tiered binding authority with this HNW advisor having a binding authority of $9,999,999MM

Job Requirements :

• 5+ years Personal Lines experience, with preference to those servicing high net worth clients

• Provincially licensed (active and in good standing) required – minimum 1 year

• Willing to get licensed in other provinces and/or territories

• A team player with a strong work ethic

• Excellent interpersonal, presentation, communication and negotiation skills

• Proven sales ability to round-out accounts

• An unwavering commitment to delivering professionalism and expertise to our clients

• Computer proficiency in MS Office products such as Word and Excel

• Robust and varied background in Insurance

• Strong entrepreneurial spirit

• Strong Insurance knowledge across all asset classes that enable wholesome discussions on various

• Insurance topics (underwriting, pricing, claims, cross border, condo, etc.)

• Recognized ability to engage in a thorough client discovery process and identity opportunities for partner referrals

• Confidence in establishing and managing relationships with sophisticated clients

• Possess strong Centers of Influence relationships and broad network of external advisors

Who We Are:

As part of TD Bank Group, one of Canada's largest financial institutions, at TD Insurance, we care for Canadian families, making it easy to get the best advice, protection, and support in their moments of need, always.

TD Insurance offers a wide range of products, including General Insurance and Life and Health. Everyday, we strive to make every interaction, product and experience remarkably human and refreshingly simple for more than four million customers who count on us.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet