Wealth Insurance Advisor

3 weeks ago

Toronto, 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)**
- Ontario

**City (Primary)**
- Toronto

**Work Location**
- Pacific Centre - 700 West Georgia Street Corporate, TD Centre - South - 79 Wellington Street West

**ProvState 2**
- British Columbia

**City(s) 2**
- Vancouver

**Job Expires**
- 01-Mar-2023

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