Wealth Management Advisor in Kingston
TD
Elevate your career in estate planning with TD Wealth as an Advisor in Kingston, Ontario. Provide tailored wealth solutions to high-net-worth clients through sophisticated insurance strategies. As part of TD Wealth's Private Wealth Management team, you will engage with high-net-worth and ultra-high-net-worth clients. Your primary focus will be on developing tax-efficient insurance coverage plans. Collaborate with internal channels and insurance wholesalers to promote products, ensuring a comprehensive approach to estate planning and client retention. Key Responsibilities:
- Support HNW & UHNW clients with insurance strategies
- Generate life insurance sales through the entire sales cycle
- Collaborate with TD Wealth channels for client access
- Promote estate planning products and services
- Implement sales strategies for client acquisition and retention
- University degree required
- 8 to 10 years experience in life insurance sales
- Life insurance licensed with CFP, CLU, or similar designation
- Strong understanding of investments and tax issues
- Excellent communication and influencing skills
Vacancy posted 5 hours ago
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