Estate Planning Associate (Insurance)

Work Location:

Waterloo Ontario Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$52700 - $74400 CAD

This role is eligible for a discretionary variable compensation award that considers business and individual performance.

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 upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

In this role you will be responsible for providing quality administrative & sales support to TD Wealth Sales Channels to ensure all new insurance applications pending underwriting cases and policy service support are handled in a timely and efficient manner to ensure a positive client experience. You will support optimal business engagement through Business Development Activities marketing and direct client facing activities.

Furthermore you are expected to:

• Provide comprehensive administrative and marketing support to Estate Planning Advisors (EPAs) day to day operations

• Process new business for EPAs and Investment Advisors Portfolio Managers and Financial planner which are facilitated by the EPA

• Follow-up and monitor enforce and pending cases

• Maintain application quality assurance

• Verify witness and settle new insurance policies

• Provide policy change (replacement) servicing

• Deliver ongoing insurance sales support to all advisors within region

• Keep the TDWISI Sale Channels informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day to day activities

• Overall management of the client experience through direct client engagement or support of RMs client engagement

• Maintain a current and comprehensive knowledge of Compliance Risk and Regulators to ensure compliant business practices are supported and guidance provided to the Advisor base supported

Job Requirements:

• University degree considered an asset

• 3 years of service experience in the Life Insurance industry in an administrative or Sales supporting role

• Level 2 Life License or LLQP (or attained within the first 6 months of start date)

• Requires comprehensive knowledge of life critical illness and disability insurance processing and products

• Designations such as Certified Financial Planner (CFP) Certified Life Underwriter (CLU) Chartered Financial Consultant (CHFC) or similar designations are considered an asset

• 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

Who We Are:

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we strive to make every interaction product and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to foster deeper relationships ensure disciplined execution and build a simpler faster banking experience. TD is deeply committed to being a leader in client experience that is why we believe that all colleagues no matter where they work are client facing. Together we are reimagining what banking can be for our clients colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental well-being goals. Total Rewards at TD includes a base salary variable compensation and several other key plans such as health and well-being benefits savings and retirement programs paid time off banking benefits and discounts career development and reward and recognition programs. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements.

Colleague Development

If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If youre passionate about helping clients and building deep lasting relationships TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Were committed to your success and foster a respectful workplace where diverse perspectives are valued everyone has fair opportunities to grow and you can unlock your full potential to achieve your career goals. Here at TD we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

Required Experience:

IC