Estate Planning Advisor (Insurance)
Description
The Estate Planning Advisor (Insurance) at TD Wealth, Private Wealth Management, is responsible for building and managing relationships with high-net worth (HNW) clients. The role involves providing sophisticated insurance strategies and solutions from third-party carriers as part of a client's overall financial plan, focusing on wealth creation, preservation, and transition through tax-advantaged strategies.
What We're Looking For
Support HNW & UHNW clients in developing comprehensive, tax-efficient, and profitable insurance plans.,Generate life insurance sales and manage the entire sales cycle from prospecting to ongoing service.,Collaborate with various channels within TD Wealth Management to access client bases.,Work with insurance carrier wholesalers to promote insurance solutions within TD Wealth offices.,Promote and offer the full suite of Estate Planning products, services, and banking capabilities.,Develop and implement sales strategies to attract, acquire, and retain clients and increase sales profitability.,Ensure timely and accurate completion of business processes and procedures.,Identify and manage risks to protect organizational interests.,Maintain a culture of risk management and control.,Recommend best practices for product or service improvement.,Stay current on emerging trends and grow business knowledge.,University degree.,8 to 10 years of experience in the Canadian Life Insurance Industry, preferably in sales.,Possess a CFP, CLU, CHFC or similar designations.,Must be life insurance licensed.,Proven experience building relationships.,Deep understanding of investments, tax, legal issues associated with life insurance and related products.,Ability to lead by example in managing complex account management processes.,Excellent communication & influencing skills.
Ideal Candidate
University degree,CFP, CLU, CHFC or similar designations,Life insurance licensed
Minimum Education
University degree
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
About the Company
The Toronto-Dominion Bank
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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