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TD Insurance

3 months ago

Old Toronto Ontario, CA Meloche Monnex Inc. Full time
TD Insurance - Senior Insurance Advisor, Private Client Advice

Work Location: Canada

Hours: 35

Line of Business: TD General

Pay Details: We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

Department Overview

TD Insurance is part of TD Bank Group, one of Canada’s largest financial institutions. TD Insurance helps protect clients from the ‘accidents of life’ with a wide range of products including credit protection, life, health, travel, home and auto insurance.

Welcome to Private Client Advice Since its inception in 2018, Private Client Advice (PCA) has grown fast and profitably. We offer an insurance service that appreciates our client's efforts to build their prized assets, which may include everything from cars and properties, to wine, jewelry or art. Our goal is to exceed our client's expectations.

Responsibilities:

  • Conducting an in-depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored HNW strategies.
  • Identifying referral opportunities and coordinating with the team of Partners/Advisors.
  • Working collaboratively with the TDI underwriters, claims advisors and HNW inspectors for insurance solutions.
  • Placing specific focus on onboarding clients with investment needs to Investment Management (PIC/PIA).
  • Working proactively with your direct Manager to develop improved client experience and overall personal development.
  • Maintaining up-to-date knowledge and understanding of TDI policies and procedures.
  • Representing TDI and TDBG to the general public in a professional manner.
  • Meeting face to face with customers to understand their needs and desires.
  • Participating fully as a member of the team and support a positive work environment.

Job Requirements:

  • 5+ years Personal Lines experience, with preference to those servicing high net worth clients.
  • Nationally licensed in insurance sales excluding Quebec (active and in good standing).
  • Willing to get licensed in other provinces and/or territories.
  • A team player with a strong work ethic.
  • Excellent interpersonal, presentation, communication and negotiation skills.
  • Proven sales ability to round-out accounts.
  • An unwavering commitment to delivering professionalism and expertise to our clients.
  • Computer proficiency in MS Office products such as Word and Excel.
  • Robust and varied background in Insurance.
  • Strong entrepreneurial spirit.
  • Strong Insurance knowledge across all asset classes.
  • Recognized ability to engage in a thorough client discovery process.
  • Confidence in establishing and managing relationships with sophisticated clients.
  • Possess strong Centers of Influence relationships and broad network of external advisors.

Who We Are: As part of TD Bank Group, one of Canada's largest financial institutions, at TD Insurance, we care for Canadian families, making it easy to get the best advice, protection, and support in their moments of need.

Our Total Rewards Package: Our Total Rewards package reflects the investments we make in our colleagues to help them achieve their financial, physical, and mental well-being goals.

Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Interview Process: We’ll reach out to candidates of interest to schedule an interview.

Accommodation: Your accessibility is important to us. Please let us know if you’d like accommodations to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you

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