Estate Planning Advisor (Insurance) (Kingston)

Work Location: Kingston, Ontario, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay: $0.00 - $0.00 CAD (commission based earnings plus base pay based on local minimum wage)

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based on the candidate’s skills, experience, job-related knowledge, geographic location, and other specific business and organizational needs.

Job Description

TD Wealth, Private Wealth Management (PWM) provides high-net-worth clients with holistic discovery and planning towards customized wealth advice and solutions. This role is responsible for analyzing and building relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to provide sophisticated insurance strategies as part of the client’s overall financial plan.

Accountabilities

• Support HNW & UHNW clients and develop 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.
• Collaborate 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 and implement sales strategies to attract, acquire, and retain clients, and to increase profitability and enable business growth.
• Support the timely and accurate completion of business processes and procedures.
• Identify and manage risk to protect the interests of the organization.
• 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.
• Life insurance licensed.
• Must possess a CFP, CLU, CHFC or similar designation.
• Deep understanding of investments, tax, and legal issues associated with life insurance and related products.
• Lead by example in managing complex account management processes.
• Excellent communication and influencing skills.

This role is based in Kingston and covers the territory from Kingston to Peterborough and Ottawa.

Benefits

• Base salary and variable compensation.
• Health and well-being benefits.
• Savings and retirement programs.
• Paid time off.
• Banking benefits and discounts.
• Career development and learning opportunities.
• Reward and recognition programs.

Accommodation

Your accessibility is important to us. Please let us know if you would like accommodations, including accessible meeting rooms, captioning for virtual interviews, or other support to help you participate throughout the interview process.

Language Requirement (Quebec only)

Sans Objet

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