Estate Planning Specialist

2 weeks ago

Barrie, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

About the Role

We are seeking a highly skilled Estate Planning Advisor to join our team at The Toronto-Dominion Bank (Canada). As an Estate Planning Advisor, you will play a critical role in providing sophisticated insurance strategies to High Net Worth clients as part of their financial plan.

Key Responsibilities

  • Develop and implement comprehensive insurance plans to meet the unique needs of HNW clients
  • Collaborate with cross-functional teams to identify client needs and develop tailored solutions
  • Work closely with insurance carriers to provide high-value recommendations and drive sales growth
  • Stay up-to-date on industry trends and regulatory changes to ensure compliance and best practices
  • Build and maintain strong relationships with clients to deliver exceptional service and minimize risk
  • Contribute to the development of business strategies to drive revenue growth and expand our client base

Requirements

  • University degree in a related field (e.g. finance, business, economics)
  • 8-10 years of experience in the Canadian life insurance industry
  • Certifications in financial planning or a related field (e.g. CFP, CLU)
  • Life licensed and knowledgeable about insurance solutions and wealth management
  • Excellent communication and interpersonal skills

What We Offer

As a valued member of our team, you will have access to a comprehensive Total Rewards package, including benefits for financial, physical, and mental well-being. We are committed to colleague development and offer training programs, mentoring opportunities, and regular performance conversations to support your career growth.

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