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Estate Planning Advisor

3 months ago

Barrie Ontario AN, Simcoe region, 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:

Barrie, Ontario, Canada

Hours:

37.5

Line of Business:

Gestion de patrimoine TD

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 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.

Job Description :

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.

Furthermore, you are expected to:

  • Generate life insurance sales and management throughout the relationship lifecycle, from client acquisition and application, to solution recommendations and ongoing service perfection

  • Develop and implement sales strategies that benefit client financial plans to attract, acquire, retain business and referrals as well as achieve TD business objectives, growth and operational excellence

  • Work with various channels within TD Wealth to partner and analyze client base need and opportunities

  • 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

  • Recommend standard methodologies to improve processes and operations; integrate a deep understanding of target customer market and dynamics

  • Participate fully as a member of the team, support a positive work environment and share subject matter expertise in enterprise initiatives, to provide mentorship for complex situations

Job Requirements:

  • 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

  • Strong communication skills with ability to work in team as well as independently

Who We Are:

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. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. 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. As an organization, we keep growing – and so will you.

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

Renseignements supplémentaires :
Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. C’est d’ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d’avantages sociaux concurrentiel.

Veuillez noter que ce poste est assujetti à la réglementation provinciale en matière d’emploi. Il est essentiel de mentionner que chaque province et territoire du Canada peut avoir sa propre réglementation et ses propres exigences.

Perfectionnement des collègues
Un cheminement professionnel particulier vous intéresse ou vous cherchez à acquérir certaines compétences? Nous tenons à vous mettre sur la voie de la réussite. Vous aurez des conversations régulières sur le développement de carrière, le perfectionnement et le rendement avec votre gestionnaire. 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. Que vous ayez à cœur d’aider les clients et souhaitiez élargir votre expérience ou que vous préfériez coacher et inspirer vos collègues, sachez que la TD propose un grand nombre de cheminements professionnels et qu’elle s’engage à vous aider à relever les occasions qui vont dans le sens de vos objectifs.

Formation et intégration
Nous tenons à nous assurer que vous disposez des outils et ressources nécessaires pour réussir à votre nouveau poste. Dans cette optique, nous organiserons des séances d’intégration et de formation.

Processus d’entrevue
Nous communiquerons avec les candidats sélectionnés pour planifier une entrevue. Nous ferons notre possible pour communiquer par courriel ou par téléphone avec tous les candidats pour leur faire part de notre décision.


Accommodation
Your accessibility is important to us. 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.

We look forward to hearing from you

Language Requirement:

N/A. #J-18808-Ljbffr