Estate Planning Advisor (Insurance)

Description

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TD Wealth, Private Wealth Management (PWM) provides high-net worth (HNW) clients with holistic discovery and planning towards customized wealth advice and solutions. Based on the commitment to discovering and achieving what truly matters to each client, PWM leverages a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs.

Wealth Insurance Services offer HNW clients comprehensive insurance based solutions to assist clients in creating, preserving and transitioning their wealth through a number of tax advantaged strategies utilizing insurance products manufactured by leading third-party insurance carriers.

This role is responsible for analyzing and building relationships with HNW clients to provide sophisticated insurance strategies as part of the client’s overall financial plan. Offer insurance solutions utilizing insurance products manufactured by leading third-party insurance carriers.

Accountabilities

• Supporting HNW & UHNW clients and developing comprehensive plans that are tax efficient, profitable, and address insurance coverage

• Generate life insurance sales and manage throughout the sales cycle from prospecting, application and ongoing service

• Work with various channels within TD Wealth Management to gain access to their client base

• Work with insurance carrier wholesalers to build awareness and promote their insurance solutions within the TD Wealth offices

• Promote and offer full suite of Estate Planning products, services and banking capabilities

• Develop & implement sales strategies to proactively attract, acquire and retain clients & sales to increase profitability and enable business growth

• Promote and offer full suite of products, sales, services and banking capabilities

• Support the timely and accurate completion of business processes and procedures

• Protect the interests of the organization – identify and manage risk

• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite

• Recommend best practices to improve products or services

• Keep current on emerging trends and grow knowledge of the business, related tools and techniques

Requirements

• University degree

• 8 to 10 years of experience in the Canadian Life Insurance Industry, preferably in sales and possess a CFP, CLU, CHFC or similar designations.

• Must be life insurance licensed

• Proven experience building

• Deep understanding of investments, tax, legal issues associated with life insurance and related products.

• Lead by example managing complex account management processes

• Excellent communication & influencing skills

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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