Current jobs related to Wealth Insurance Advisor - Vancouver, British Columbia - TD Bank

  • Virtual Life Advisor

    2 weeks ago

    Vancouver, British Columbia, Canada Aviso Wealth Full time

    About the RoleWe are seeking a highly skilled and experienced Virtual Life Advisor to join our Insurance team at Aviso Wealth. As a Virtual Life Advisor, you will be responsible for providing expert advice and guidance to clients on life insurance products and services.Key ResponsibilitiesConduct client consultations to identify insurance needs and provide...

  • Virtual Life Advisor

    2 weeks ago

    Vancouver, British Columbia, Canada Aviso Wealth Full time

    About the RoleWe are seeking a highly skilled and experienced Virtual Life Advisor to join our Insurance team at Aviso Wealth. As a Virtual Life Advisor, you will be responsible for providing expert advice and guidance to clients on life insurance products and services.Key ResponsibilitiesConduct client consultations to identify insurance needs and provide...

  • Wealth Management Professional

    3 days ago

    Vancouver, British Columbia, Canada Nicola Wealth Full time

    About the RoleNicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesLeverage your technical planning and client relationship skills to build a business within Nicola Wealth.Deliver an impeccable...

  • Wealth Management Professional

    3 days ago

    Vancouver, British Columbia, Canada Nicola Wealth Full time

    About the RoleNicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesLeverage your technical planning and client relationship skills to build a business within Nicola Wealth.Deliver an impeccable...

  • Financial Wealth Consultant

    1 month ago

    Vancouver, British Columbia, Canada Nicola Wealth Full time

    At Nicola Wealth, we prioritize excellence for both our clients and our team members. Our commitment to assembling a diverse group of intelligent, dedicated professionals enables us to provide outstanding client service in a vibrant work atmosphere. The collaborative and innovative culture we foster empowers our Wealth Advisors to significantly influence...

  • Wealth Management Professional

    1 week ago

    Vancouver, British Columbia, Canada Nicola Wealth Full time

    About the RoleNicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesBuild and maintain strong client relationships through exceptional service and tailored advice.Develop and implement personalized...

  • Wealth Management Professional

    1 week ago

    Vancouver, British Columbia, Canada Nicola Wealth Full time

    About the RoleNicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesBuild and maintain strong client relationships through exceptional service and tailored advice.Develop and implement personalized...

  • Senior Wealth Management Consultant

    1 month ago

    Vancouver, British Columbia, Canada Nicola Wealth Full time

    At Nicola Wealth, we believe that our clients deserve unparalleled service, and the same applies to our team members. By uniting intelligent, dedicated, and high-caliber professionals from various backgrounds, we provide outstanding client service in a vibrant work atmosphere. The collaborative, innovative, and entrepreneurial culture that defines us...

  • Senior Wealth Management Consultant

    1 month ago

    Vancouver, British Columbia, Canada Nicola Wealth Full time

    At Nicola Wealth, we believe in providing unparalleled service to our clients while fostering a supportive environment for our team members. Our commitment to excellence is reflected in our diverse and talented workforce, where collaboration and innovation are at the forefront of our operations. We are dedicated to cultivating a culture that empowers our ...

  • Wealth Management Professional

    2 weeks ago

    Vancouver, British Columbia, Canada Nicola Wealth Full time

    About the RoleNicola Wealth is seeking a highly skilled Wealth Management Professional to join our team of experienced financial advisors. As a key member of our team, you will be responsible for providing comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesDevelop and manage new and existing client...

  • Wealth Management Professional

    3 weeks ago

    Vancouver, British Columbia, Canada Nicola Wealth Full time

    About the RoleNicola Wealth is seeking a highly skilled Wealth Management Professional to join our team of experienced financial advisors. As a key member of our team, you will be responsible for providing comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesDevelop and manage new and existing client...

  • Wealth Management Professional

    5 days ago

    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    Job Title: Wealth AdvisorZLC Wealth Inc., a leading wealth management firm, is seeking a highly skilled and experienced Wealth Advisor to join our dynamic team. As a Wealth Advisor, you will play a critical role in providing tailored wealth management solutions to our clients, helping them achieve their financial goals.Key Responsibilities:Develop and...

  • Wealth Management Professional

    5 days ago

    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    Job Title: Wealth AdvisorZLC Wealth Inc., a leading wealth management firm, is seeking a highly skilled and experienced Wealth Advisor to join our dynamic team. As a Wealth Advisor, you will play a critical role in providing tailored wealth management solutions to our clients, helping them achieve their financial goals.Key Responsibilities:Develop and...

  • Wealth Management Professional

    7 days ago

    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    Job Title: Wealth AdvisorZLC Wealth Inc., a Vancouver-based wealth management firm, is seeking a skilled Wealth Advisor to join our dynamic team. As a Wealth Advisor, you will play a crucial role in providing tailored wealth management solutions to our clients.Key Responsibilities:Forecast and analyze customer trends to offer expert recommendations to...

  • Wealth Management Professional

    7 days ago

    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    Job Title: Wealth AdvisorZLC Wealth Inc., a Vancouver-based wealth management firm, is seeking a skilled Wealth Advisor to join our dynamic team. As a Wealth Advisor, you will play a crucial role in providing tailored wealth management solutions to our clients.Key Responsibilities:Forecast and analyze customer trends to offer expert recommendations to...

  • Wealth Management Professional

    5 days ago

    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    Job Title: Wealth AdvisorZLC Wealth Inc., a Vancouver-based wealth management firm, is seeking a seasoned Wealth Advisor to join our dynamic team. As a key member of our team, you will be responsible for providing tailored wealth management solutions to high-net-worth clients.Key Responsibilities:Forecast and analyze customer trends to offer expert...

  • Wealth Management Professional

    5 days ago

    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    Job Title: Wealth AdvisorZLC Wealth Inc., a Vancouver-based wealth management firm, is seeking a seasoned Wealth Advisor to join our dynamic team. As a key member of our team, you will be responsible for providing tailored wealth management solutions to high-net-worth clients.Key Responsibilities:Forecast and analyze customer trends to offer expert...

  • Wealth Management Professional

    2 weeks ago

    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    About ZLC Wealth Inc.ZLC Wealth Inc. is a Vancouver-based wealth management firm that provides tailored wealth management solutions for individuals, trusts, and corporations. Established in 2000, our team of dedicated professionals is committed to the success of our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join...

  • Wealth Management Professional

    2 weeks ago

    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    About ZLC Wealth Inc.ZLC Wealth Inc. is a Vancouver-based wealth management firm that provides tailored wealth management solutions for individuals, trusts, and corporations. Established in 2000, our team of dedicated professionals is committed to the success of our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join...

  • Wealth Management Professional

    3 weeks ago

    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    About ZLC Wealth Inc.ZLC Wealth Inc. is a Vancouver-based wealth management firm that provides tailored wealth management solutions for individuals, trusts, and corporations. Established in 2000, our team of dedicated professionals is committed to the success of our clients.Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join...

Wealth Insurance Advisor

3 months ago

Vancouver, British Columbia, Canada TD Bank Full time

TD Description
Stay current and competitive. Carve out a career for yourself. Grow with us.

Department Overview


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 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:

  • Support the underwriting and inforce 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

Job Requirements

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

Inclusiveness


At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.


Job Family

  • Wealth Insurance Services

Job Category - Primary

  • Wealth Management

Job Category(s)

  • Wealth Management

Hours

  • 37.5

Business Line

  • TD Wealth

Time Type

  • Full Time

Employment Type

  • Regular

Country

  • Canada

Province/State (Primary)

  • British Columbia

City (Primary)

  • Vancouver

Work Location

  • Pacific Centre 700 West Georgia Street Corporate

Job Expires

  • 10Mar2023