Estate Planning Specialist

5 days ago

Barrie, Ontario, Canada TD Bank Full time
Job Summary

We are seeking a highly skilled Estate Planning Advisor to join our team at TD Bank. As an Estate Planning Advisor, you will play a critical role in providing expert advice and guidance to our high net worth clients on insurance-based solutions to support their overall financial goals.

Key Responsibilities
  1. Develop and implement sales strategies to attract and retain business, as well as achieve TD business objectives, growth, and operational excellence.
  2. Work with various channels within TD Wealth to partner and analyze client base needs and opportunities.
  3. Build knowledge of insurance carrier solutions to make high-value recommendations to TD Financial Planners and clients within the TD Wealth offices.
  4. Promote the value and benefits of Estate Planning solutions and offer a full suite of products, services, and banking capabilities.
  5. 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.
  6. Recommend standard methodologies to improve processes and operations; integrate a deep understanding of target customer market and dynamics.
  7. Participate fully as a member of the team, support a positive work environment, and share subject matter expertise in enterprise initiatives, to provide mentorship for complex situations.
Requirements
  1. University degree is an asset.
  2. Have a minimum of 8 to 10 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.
  3. Must be Life licensed.
  4. In-depth understanding and practical knowledge of insurance solutions (products and services, processes, procedures, and systems) with client and wealth management team relationship building.
  5. Strong communication skills with the ability to work in a team as well as independently.

  • Estate Planning Specialist

    2 weeks ago

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

    About the RoleWe 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 ResponsibilitiesDevelop and implement comprehensive insurance...

  • Estate Planning Specialist

    1 day 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 our High Net Worth (HNW) clients as part of their overall financial plan.Key Responsibilities:Generate life insurance...

  • Estate Planning Specialist

    22 hours 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 our High Net Worth (HNW) clients as part of their overall financial plan.Key Responsibilities:Generate life insurance...

  • Estate Planning Specialist

    5 days 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 our High Net Worth (HNW) clients as part of their overall financial plan.Key Responsibilities:Generate life insurance...

  • Estate Planning Specialist

    6 days 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 our High Net Worth (HNW) clients as part of their overall financial plan.Key Responsibilities:Generate life insurance...

  • Estate Planning Attorney

    5 days ago

    Barrie, Ontario, Canada Ignite Talent Solutions Full time

    About the RoleWe are seeking a highly skilled and experienced Estate Planning Attorney to join our team at Ignite Talent Solutions. As an Estate Planning Attorney, you will be responsible for providing expert legal counsel and guidance to clients regarding wills, trusts, probate, estate planning, and related matters.Key ResponsibilitiesProvide legal counsel...

  • Estate Planning Attorney

    6 days ago

    Barrie, Ontario, Canada Ignite Talent Solutions Full time

    About the RoleWe are seeking a highly skilled and experienced Estate Planning Attorney to join our team at Ignite Talent Solutions. As an Estate Planning Attorney, you will be responsible for providing expert legal counsel and guidance to clients regarding wills, trusts, probate, estate planning, and related matters.Key ResponsibilitiesProvide legal counsel...

  • Estate Planning Attorney

    3 days ago

    Barrie, Ontario, Canada Life After Law Full time

    About Life After LawLife After Law is a dynamic and growing law firm with a strong presence in the Barrie community. We are committed to providing exceptional legal services to our clients while fostering a collaborative and supportive work environment.Job SummaryWe are seeking an experienced Wills and Estates lawyer to join our team in Barrie. The ideal...

  • Estate Planning Attorney

    3 days ago

    Barrie, Ontario, Canada Life After Law Full time

    About Life After LawLife After Law is a dynamic and growing law firm with a strong presence in the Barrie community. We are committed to providing exceptional legal services to our clients while fostering a collaborative and supportive work environment.Job SummaryWe are seeking an experienced Wills and Estates lawyer to join our team in Barrie. The ideal...

  • Estate Planning Consultant

    1 day ago

    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryThis is a challenging and rewarding role that requires a high level of expertise in estate planning and wealth management. As an Estate Planning Consultant with the Royal Bank of Canada, you will work closely with investment advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax...

  • Estate Planning Consultant

    2 days ago

    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryThis is a challenging and rewarding role that requires a high level of expertise in estate planning and wealth management. As an Estate Planning Consultant with the Royal Bank of Canada, you will work closely with investment advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax...

  • Estate Planning Consultant

    5 days ago

    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will play a vital role in providing consulting services to clients, working closely with Investment Advisors to deliver integrated wealth management solutions.Key ResponsibilitiesConduct client interview sessions and create comprehensive summary letters recapping...

  • Estate Planning Consultant

    5 days ago

    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will play a vital role in providing consulting services to clients, working closely with Investment Advisors to deliver integrated wealth management solutions.Key ResponsibilitiesConduct client interview sessions and create comprehensive summary letters recapping...

  • Family and Estates Lawyer

    5 days ago

    Barrie, Ontario, Canada The Hiring Partner Inc Full time

    About the RoleWe are seeking a highly skilled Family and Estates Lawyer to join our team at The Hiring Partner Inc. As a key member of our legal department, you will be responsible for providing expert advice and guidance on estate planning, trust administration, and probate matters.Key ResponsibilitiesPrepare and review legal documents related to wills,...

  • Family and Estates Lawyer

    5 days ago

    Barrie, Ontario, Canada The Hiring Partner Inc Full time

    About the RoleWe are seeking a highly skilled Family and Estates Lawyer to join our team at The Hiring Partner Inc. As a key member of our legal department, you will be responsible for providing expert advice and guidance on estate planning, trust administration, and probate matters.Key ResponsibilitiesPrepare and review legal documents related to wills,...

  • Family and Estates Lawyer

    19 hours ago

    Barrie, Ontario, Canada The Hiring Partner Inc Full time

    About the RoleWe are seeking a highly skilled Family and Estates Lawyer to join our team at The Hiring Partner Inc. As a key member of our legal department, you will be responsible for providing expert advice and guidance on estate planning, trust administration, and probate matters.Key ResponsibilitiesPrepare and review legal documents related to wills,...

  • Family and Estates Lawyer

    22 hours ago

    Barrie, Ontario, Canada The Hiring Partner Inc Full time

    About the RoleWe are seeking a highly skilled Family and Estates Lawyer to join our team at The Hiring Partner Inc. As a key member of our legal department, you will be responsible for providing expert advice and guidance on estate planning, trust administration, and probate matters.Key ResponsibilitiesPrepare and review legal documents related to wills,...

  • Photographer/Videographer (Real Estate)

    3 months ago

    Barrie, Ontario, Canada Faris Team Full time

    Salary: $24/hrHere we grow againAre you ready to work for the highest producing real estate team in both volume and number of sales? Canada's #1 Real Estate Team is seeking a photographer/videographer to join our Visual Team, and you just may be the one we are looking for We are seeking passionate and motivated individuals who align with our core values of...

  • Family and Estates Lawyer

    22 hours ago

    Barrie, Ontario, Canada The Hiring Partner Inc Full time

    About the RoleWe are seeking a highly skilled Family and Estates Lawyer to join our team at The Hiring Partner Inc. As a key member of our legal department, you will be responsible for providing expert advice and guidance on estate planning, trust administration, and probate matters.Key ResponsibilitiesPrepare and Review Legal Documents: Prepare wills, real...

  • Family and Estates Lawyer

    2 days ago

    Barrie, Ontario, Canada The Hiring Partner Inc Full time

    About the RoleWe are seeking a highly skilled Family and Estates Lawyer to join our team at The Hiring Partner Inc. As a key member of our legal department, you will be responsible for providing expert advice and guidance on estate planning, trust administration, and probate matters.Key ResponsibilitiesPrepare and Review Legal Documents: Prepare wills, real...