Advisor, Risk Management

4 weeks ago

Barrie ON, Canada TD Bank Full time

Conseiller en planification successorale (assurance) page is loaded Conseiller en planification successorale (assurance)
Postuler remote type Sur place locations Barrie, Ontario time type Temps plein posted on Publié il y a 2 jour(s) job requisition id R_1345377 Work Location:
Gestion de patrimoine TD Pay Details:
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.
Do you recognize the value of your expertise in helping High Net Worth (HNW) clients bolster their financial plan? If yes, then join our team as  Estate Planning Advisor (Insurance) . In this thought leadership and advisory role, you will provide HNW clients with sophisticated insurance strategies as part of their overall financial plan. You'll offer highly personalized insurance solutions based on expert and objective analysis of products and services in the marketplace.
Generate life insurance sales and management throughout the relationship lifecycle, from client acquisition and application, to solution recommendations and ongoing service perfection
Work with insurance carrier wholesalers to build knowledge of their solutions to make high-value recommendations to TD Financial Planners and clients within the TD Wealth offices
Promote the value and benefits of Estate Planning solutions, and offer a full suite of products, services and banking capabilities
Actively manage relationships and assume responsibility to minimize operational and regulatory risk; adhere to existing policies and procedures, and Bank and industry Codes of Conduct
University degree is also an asset 
Have a minimum of 8 to 10 years of experience in the Canadian life insurance industry, preferably in sales and possess a Certified Financial Planner (CFP), Certified Life Underwriter (CLU), Chartered Financial Consultant (CHFC) or similar designations
Must be Life licensed 
In-depth understanding and practical knowledge of insurance solutions (products and services, processes, procedures and systems) with client and wealth management team relationship building
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. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
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. 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. C’est d’ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d’avantages sociaux concurrentiel.
Une variété de programmes de mentorat et une plateforme d’apprentissage en ligne seront également à votre disposition pour vous aider à ouvrir de nouvelles portes. Formation et intégration
Dans cette optique, nous organiserons des séances d’intégration et de formation.
Nous ferons notre possible pour communiquer par courriel ou par téléphone avec tous les candidats pour leur faire part de notre décision.

Please let us know if you’d 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.
Language Requirement:

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