Estate Planning Advisor

3 weeks ago


London, Canada TD Bank Full time

411666BR

Wealth Management

London, ON

June 13, 2023

Company Overview

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:

- 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

**Requirements**:

- University degree is also an asset
- Have a minimum of 8 to 10 years 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

Additional Information

Hours

37.5

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.



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