Estate Planning Associate

2 weeks ago

Montreal, Quebec, Canada TD Bank Full time
About the Role

We are seeking a highly skilled and detail-oriented Estate Planning Associate to join our team at TD Bank. As an Estate Planning Associate, you will play a critical role in providing administrative support to our Estate Planning Advisors, ensuring the timely and efficient handling of new business and in-force administrative tasks.

Key Responsibilities
  • Provide comprehensive administrative support to Estate Planning Advisors, including processing new business, following up on pending cases, and maintaining application quality assurance.
  • Verify, witness, and settle new insurance policies, as well as provide policy change servicing.
  • Deliver ongoing insurance sales support to all advisors within the region, ensuring a positive client experience.
  • Keep the TD Wealth Sales 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.
  • Manage the client experience through direct client engagement or support of Relationship Managers' client engagement.
  • Initial stage of risk mitigation oversight for TD Wealth to ensure compliant business practices.
Requirements
  • University degree
  • 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 12 months of start date)
  • ACS, AALU, CFP, CLU, TEP, CHS or willingness to work towards any of these designations
About TD Bank

TD Bank is one of the world's leading global financial institutions, delivering legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities, and colleagues.

What We Offer

We offer a competitive compensation package, including a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How to Apply

If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer experiences, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and cover letter, to our online portal.

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