Estate Planning Advisor (Insurance) - Toronto

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Department Overview
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.
Wealth Insurance Services offers clients a complete and comprehensive insurance-based solution to support overall financial goals. Our committed professionals assist the clients in building, preserving and transitioning their wealth in a way that integrates with highly personalized and objective tax and protection strategies and solutions. Join us if you too want a rewarding career in Private Wealth Insurance Services.
Job Description
Do you recognize the value of your expertise in helping High Net Worth (HNW) clients bolster their financial plan? If yes, then join our team as Estate Planning Advisor (Insurance). In this thought leadership and advisory role, you will provide HNW clients with sophisticated insurance strategies as part of their overall financial plan. You'll offer highly personalized insurance solutions based on expert and objective analysis of products and services in the marketplace.
Furthermore, you are expected to:
Generate life insurance sales and management throughout the relationship lifecycle, from client acquisition and application, to solution recommendations and ongoing service perfection
Develop and implement sales strategies that benefit client financial plans to attract, acquire, retain business and referrals as well as achieve TD business objectives, growth and operational excellence
Work with various channels within TD Wealth to partner and analyze client base need and opportunities
Work with insurance carrier wholesalers to build knowledge of their solutions to make high-value recommendations to TD Financial Planners and clients within the TD Wealth offices
Promote the value and benefits of Estate Planning solutions, and offer a full suite of products, services and banking capabilities
Actively manage relationships and assume responsibility to minimize operational and regulatory risk; adhere to existing policies and procedures, and Bank and industry Codes of Conduct
Recommend standard methodologies to improve processes and operations; integrate a deep understanding of target customer market and dynamics
Participate fully as a member of the team, support a positive work environment and share subject matter expertise in enterprise initiatives, to provide mentorship for complex situations
Job Requirements
University degree
Five (5) or more years of experience in the Canadian life insurance industry, preferably in sales and possess a Certified Financial Planner (CFP), Certified Life Underwriter (CLU), Chartered Financial Consultant (CHFC) or similar designations
Should have life insurance licensed
In-depth understanding and practical knowledge of insurance solutions (products and services, processes, procedures and systems) with client and wealth management team relationship building
Strong communication skills with ability to work in team as well as independently
Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Job Family
Wealth Insurance Services
Job Category - Primary
Wealth Management
Job Category(s)
Wealth Management
Hours
37.5
Business Line
TD Wealth
Time Type
Full Time
Employment Type
Regular
Country
Canada
**Province/State (Primary)
Alberta
City (Primary)
Edmonton
Work Location
10088 - 102 Avenue Northwest

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