Estate Planning Operations Coordinator

1 month ago

Winnipeg, Manitoba, Canada The Toronto-Dominion Bank (Canada) Full time

Job Overview:


We are seeking an Estate Planning Operations Coordinator to join our team at The Toronto-Dominion Bank (Canada). As a key member of our operations team, you will play a critical role in supporting the delivery of exceptional client experiences.



Job Description

The primary focus of this role is to provide administrative and sales support to TD Wealth Sales Channels. You will be responsible for handling new insurance applications, pending underwriting cases, and policy service support in a timely and efficient manner. This includes providing comprehensive administrative and marketing support to Estate Planning Advisors day-to-day operations, processing new business for EPAs and Investment Advisors Portfolio Managers, and maintaining application quality assurance.




  • Process new business for EPAs and Investment Advisors Portfolio Managers
  • 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 the region


In addition to these responsibilities, you will also be expected to 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.



Requirements

To be successful in this role, you will need to have:




  • A 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)
  • 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 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 teams as well as independently


Compensation and Benefits

This role offers a competitive salary range of $65,000 - $85,000 per annum, based on location and experience. In addition, you will receive a comprehensive benefits package, including health and wellness benefits, retirement savings plan, paid time off, and career development opportunities.



About Us

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. We deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world. Our purpose is to enrich the lives of our customers, communities, and colleagues.



Career Development

We are committed to helping our employees succeed in their careers and achieve their goals. You will have regular career development conversations with your manager, access to an online learning platform, and mentoring programs to help you unlock future opportunities.



Accommodation

We are committed to ensuring that all candidates can participate throughout the interview process without barriers. If you require accommodations, please let us know so we can assist you.



Language Requirement (Quebec only):

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