Administrative Support Associate

2 weeks ago


Winnipeg, Canada TD Bank Full time
h3>Estate Planning Associate (Insurance)

Work Location: Winnipeg, Manitoba, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: n/a - n/a CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. p>

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. p>

Furthermore, you are expected to:

  • Provide comprehensive administrative and marketing support to Estate Planning Advisors (EPA’s) 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 inforce 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 RM's 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 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.

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.

Additional Information:
We’re delighted that you’re considering building a career with TD.

Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed.

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



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