Manager, Private Client Advice

Description

The PCA Group Manager leads a team of senior insurance advisors and is accountable for ensuring effective and efficient operations, delivery of services / solutions in accordance with established service levels, quality standards, compliance and regulatory guidelines. In this role, you will lead, coach and develop employees to achieve business results, strong underwriting acumen and professional / personal development objectives.

KEY ACCOUNTABILITIES

• Lead, coach, and develop a team of Account Managers, driving consistent performance, accountability, and capability across a high-volume, high-complexity Private Client portfolio.
• Monitor and manage team performance to ensure customer, partner, and business expectations are met, with a strong focus on service quality, risk discipline, productivity, and retention.
• Ensure Account Managers effectively manage end-to-end client servicing, including complex policy changes, renewals, escalations, and issue resolution.
• Act as the primary escalation point for significant client issues, risk exceptions, and service breakdowns, leading resolution discussions with confidence and sound judgment.
• Demonstrate advanced, hands-on proficiency in Guidewire, including complex policy structures, endorsements, renewals, cancellations, referrals, and system workflows, and coach Account Managers on best practices, efficiency, and risk accuracy.
• Serve as a system and process expert, supporting consistent and correct use of Guidewire and related tools to maintain underwriting integrity, compliance, and operational efficiency.
• Own risk-based decision making for escalated and non-standard files, ensuring alignment with underwriting appetite, regulatory expectations, and PCA standards.
• Drive achievement of team, business, and customer experience outcomes through ongoing coaching, feedback, and role-modeling expected leadership and service behaviours.
• Partner closely with underwriting, pricing, claims, operations, and distribution teams to resolve complex issues, influence outcomes, and deliver a consistent Private Client experience.
• Contribute to the design and implementation of new processes, tools, and operating models by providing practical, frontline-informed insights that improve scalability, efficiency, and client outcomes.
• Support retention, referral, and growth strategies through disciplined execution, proactive client management, and consistent application of PCA service standards.
• Ensure effective application of client segmentation and service models, aligning team behaviors and decision making to the expectations of sophisticated Private Client clients.

Job Requirements

#LI

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. More than four million customers count on us.

As the largest direct to consumer insurer in Canada, we are always innovating and providing exciting and rewarding career opportunities for our Canada-wide workforce.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

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