account managerTD Bank • Markham, York Region, CA
account manager
TD Bank • Markham, York Region, CA
Il y a plus de 30 jours
Type de contrat
- Temps plein
- Permanent
Description de poste5+ years Personal Lines experience, preferably servicing high-net-worth clients. Provincially licensed (active and in good standing); minimum 1 year required; willing to get licensed in other provinces / territories. Strong work ethic, excellent interpersonal, presentation, communication and negotiation skills. Proven sales ability and enduring commitment to professionalism. Computer proficiency in MS Office (Word, Excel). Robust background in insurance across all asset classes and strong entrepreneurial spirit. Recognized ability to engage in thorough client discovery processes. Location : Markham, Ontario, Canada Work location : On site Salary : $71,000 – $111,700 CAD annually Hours : 35 per week Term : Permanent employment, full time Start date : As soon as possible Source : CareerBeacon #2191591
Senior Account Manager – Private Client Advice (TD Bank)
Private Client Advice (PCA) is a bespoke insurance experience that protects high-net-worth clients’ valuable assets. As a Senior Account Manager you will deliver a legendary client experience by conducting in-depth discovery of client assets, financial goals, risk tolerance, and creating comprehensive insurance plans with tailored HNW strategies.
Responsibilities
- Conduct in-depth discovery of client assets, financial goals, risk tolerance, and develop comprehensive insurance plans for HNW clients.
- Identify referral opportunities and coordinate a team of partners / advisors to execute integrated plans and consolidate assets.
- Collaborate with TDI underwriters, claims advisors and HNW inspectors for insurance solutions.
- Place specific focus on onboarding clients with investment needs to Investment Management (PIC / PIA).
- Develop improved client experience, operational and practice management practices, and overall personal development.
- Maintain up-to-date knowledge of TDI policies, procedures, industry trends and continuously comply with them.
- Represent TDI and TDBG to the public in a professional manner and promote a positive work environment.
Qualifications
Job Details
Advertised until
2025-12-23
#J-18808-Ljbffr
Créer une alerte emploi pour cette recherche
Account Manager • Markham, York Region, CA
Offres similaires
Account Manager - Desjardins Agent Team Member.Are you outgoing and customer-focused? Do you enjoy working with the public? Do you crave a meaningful career and embrace change? If you answered yes ...Voir plus
As a leading industrial distributor with operations primarily in North America, Japan and the United Kingdom, We Keep The World Working® by serving more than 4.
We’re dedicated to providing value fo...Voir plus
At OneLocal, we know that marketing isn't just about buying ads anymore.We also know how hard it is to keep up with rapidly changing technologies.
OneLocal provides SaaS solutions to small and m...Voir plus
OTT Financial Group is the parent organization of a group of financial services and investment companies.We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in...Voir plus
At Seequent, we help organisations to understand the underground, giving the confidence to make better decisions faster.We build world‑leading technology that is at the forefront of Earth sciences,...Voir plus)
ABC Technologies is a leading global manufacturer and supplier of custom, highly engineered, technical plastics, and light-weight innovations to the North American light vehicle industry.Serving mo...Voir plus
Job Description : Account Manager / Sr.Account Manager at 1Milk2Sugars, you will be responsible for managing client accounts and leading the execution of strategic marketing & PR campaigns.You wil...Voir plus
Formerra is a preeminent distributor of engineered materials, connecting the world's leading polymer producers with thousands of OEMs and brand owners across healthcare, consumer, industrial, a...Voir plus
At Rethink, our promise to you is that you will do the best work of your career.We know that to do the best work, we have to create and promote an environment where people are happy, inspired, appr...Voir plus
TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill development are defining features of the colleague experience at TD.Our c...Voir plus
Would you like to work for a global company that is dedicated to personal career growth? Amico Group of Companies is a leading manufacturer of Medical Equipment with 9 manufacturing facilitie...Voir plus
Pursuing a career as a Flex Business Account Manager means being part of a dynamic team surrounded by experts.It also involves taking charge of entrepreneurial clients who contact Flex Business and...Voir plus
Would you like to work for a global company that is dedicated to personal career growth? Amico Group of Companies is a leading manufacturer of Medical Equipment with 9 manufacturing facilities empl...Voir plus
Job Title : Account Manager - B2B - Bilingual Location : ...Voir plus
Get AI-powered advice on this job and more exclusive features.Creating Safer Workplaces for Everyone.We want to create a better working world by building a global network of responsible buyers and ...Voir plus
Mentimeter is an engagement tool with a clear goal in mind.To turn presentations into conversations.Through real-time interactivity and clear visualizations, we get people to participate, engage an...Voir plus
Our client, an international player within the online entertainment sector is building a new VIP team and looking for experienced VIP Account Managers for the different markets they operate in.As t...Voir plus
Actively pursue new business opportunities in the Construction industry by identifying the needs of new and existing customers, following trends in the market, and tenaciously discovering leads.Mai...Voir plus
Account Manager
Aleem Ravji Insurance and Financial Services • Aurora, ON, Canada
Temps plein
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Account Manager
Acklands-Grainger inc. • Toronto, Canada
Temps plein
Dernière mise à jour : il y a 4 jours • Offre sponsorisée
Account Manager
OneLocal • Toronto, ON, Canada
Temps plein
Dernière mise à jour : il y a 23 jours • Offre sponsorisée
Account Manager (Mandarin)
OTT Financial Group • Toronto, ON, Canada
Temps plein
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Account Manager
Seequent Limited • Toronto
Temps plein +1
Dernière mise à jour : il y a 9 jours • Offre sponsorisée
Account Manager
ABC Technologies (Canada Region) • Toronto, ON, Canada
Temps plein
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Account Manager / Sr. Account Manager
1Milk2Sugars • Toronto, ON, Canada
Temps plein +1
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Account Manager
Formerra • Toronto, ON, Canada
Temps plein
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Account Manager
Rethink Canada • Toronto, ON, Canada
Temps plein
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Account Manager, Small Business
TD • Toronto
Temps plein
Dernière mise à jour : il y a 9 jours • Offre sponsorisée
Account Manager - Amico Accessories
Amico • Richmond Hill, ON, Canada
Temps plein
Dernière mise à jour : il y a 11 jours • Offre sponsorisée
Account Manager, Business Flex
National Bank • Toronto, ON, Canada
Temps plein
Dernière mise à jour : il y a 8 jours • Offre sponsorisée
Account Manager - Amico Accessories Richmond Hill, ON
Amico Corporation • Richmond Hill
Temps plein
Dernière mise à jour : il y a 18 heures • Offre sponsorisée • Nouvelle offre
Bilingual Account Manager - B2B
TP-Link • Richmond Hill, ON, Canada
Temps plein +1
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Account Manager
Alcumus • Toronto
Temps plein
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Account Manager
Mentimeter • Toronto
Temps plein
Dernière mise à jour : il y a 11 jours • Offre sponsorisée
VIP Account Manager - Ontario
Triskel Consulting • Toronto, ON, Canada
Temps plein
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Account Manager - Building Construction Survey Solutions
Cansel Survey Equipment Inc. • Richmond Hill, ON, Canada
Temps plein
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée