Wealth Insurance Advisor

Overview

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Specific Skills

Strong communication skills with ability to work in a team as well as and independently and build relationships

Responsibilities

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 the wealth management insurance solutions and service? We do too. We are looking for a dynamic professional who can work as Wealth Insurance Advisor to generate insurance sales revenue in collaboration with TD Wealth relationship managers and offer clients with peace of mind. You will offer insurance solutions to maintain a high quality of client service and support. In this role, on a typical day, you are expected to:

Identify new insurance opportunities while handling the client relationship throughout the insurance relationship cycle, from prospecting and application to delivery and ongoing service
Support the underwriting and enforce service requirements to ensure a successful client and business partner experience and future collaboration
Analyze and build relationships with clients who can benefit from sophisticated insurance strategies and solutions as part of their financial plan; provide clients with options, advice and clear explanations on complex transactions and product features
Ensure documents prepared reflect client's intentions and are in consistency with industry regulations
Plan and execute business development activities, promote the full suite of applicable insurance solutions and their benefits, as well as review and communicate results
Identify, suggest and actively participate in operational improvement opportunities
Assume responsibility to minimize operational and regulatory risk by adhering to existing policies and industry Codes of Conduct; maintain a culture of risk management and control; Participate fully as a member of the team, support a positive work environment

Additional Requirements

Five (5) or more years of experience in the Canadian life insurance industry, including experience in a sales capacity · Life insurance licensed · Completion of the following is considered an asset: Certified Financial Planner (CFP), Certified Life Underwriter (CLU), Chartered Financial Consultant (CHFC) or Certified Health Insurance Specialist (CHIS)