Manager, Private Client Advice

Join to apply for the Manager, Private Client Advice role at TD Work Location: Toronto, Ontario, Canada Hours: 35 Line Of Business: Personal & Commercial Banking Pay Details: $89,400 - $132,700 CAD Job Description TD Insurance is part of TD Bank Group, one of Canada’s largest financial institutions. TD Insurance helps protect clients from the ‘accidents of life’ with a wide range of products including credit protection, life, health, travel, home and auto insurance. With more than three million clients, TD Insurance’s authorized products are available online, over the phone, and through a network of more than 1,000 TD Canada Trust branches. In Canada, we have two lines of business, General Insurance and Life and Health. Our General Insurance business is one of the top home and auto insurance groups in Canada and the national leader in group insurance and affinity marketing. Our Life and Health business is the number one provider of critical illness insurance and direct life and health insurance in Canada. Private Client Advice (PCA) has grown fast and profitably since its inception in 2018. PCA offers a bespoke insurance experience, tailored with clients in mind and customized to ensure that the assets they've worked so hard to acquire are fully protected. Our goal is to exceed cliente expectations. The PCA Group Manager leads a team of senior insurance advisors and is accountable for ensuring effective and efficient operations, delivery of services/solutions in accordance with established service levels, quality standards, compliance and regulatory guidelines. In this role, you will lead, coach and develop employees to achieve business results, strong underwriting acumen and professional/personal development objectives. Key Accountabilities Lead, coach, and develop a team of Account Managers, driving consistent performance, accountability, and capability across a high‑volume, high‑complexity Private Client portfolio. Monitor and manage team performance to ensure customer, partner, and business expectations are met, with a strong focus on service quality, risk discipline, productivity, and retention. Ensure Account Managers effectively manage end‑to‑end client servicing, including complex policy changes, renewals, escalations, and issue resolution. Act as the primary escalation point for significant client issues, risk exceptions, and service breakdowns, leading resolution discussions with confidence and sound judgment. Demonstrate advanced, hands‑on proficiency in Guidewire, including complex policy structures, endorsements, renewals, cancellations, referrals, and system workflows, and coach Account Managers on best practices, efficiency, and risk accuracy. Serve as a system and process expert, supporting consistent and correct use of Guidewire and related tools to maintain underwriting integrity, compliance, and operational efficiency. Own risk‑based decision making for escalated and non‑standard files, ensuring alignment with underwriting appetite, regulatory expectations, and PCA standards. Drive achievement of team, business, and customer experience outcomes through ongoing coaching, feedback, and role‑modeling expected leadership and service behaviours. Partner closely with underwriting, pricing, claims, operations, and distribution teams to resolve complex issues, influence outcomes, and deliver a consistent Private Client experience. Contribute to the design and implementation of new processes, tools, and operating models by providing practical, frontline‑informed insights that improve scalability, efficiency, and client outcomes. Support retention, referral, and growth strategies through disciplined execution, proactive client management, and consistent application of PCA service standards. Ensure effective application of client segmentation and service models, aligning team behaviours and decision making to the expectations of sophisticated Private Client clients. Job Requirements 5+ years of people leadership experience, with additional consideration given to candidates with experience leading large teams or operating at the Group Manager level. 7+ years of insurance experience, preferably supporting High Net Worth or Private Client area as an Underwriter, Broker, or Account Manager. Advanced proficiency in Guidewire, with demonstrated experience managing complex policies and coaching others on system usage, efficiency, and risk accuracy. Strong underwriting knowledge and exposure across multiple asset classes, enabling informed discussions on pricing, risk, claims, and coverage strategy. Active provincial insurance license in good standing, minimum 1 year, with willingness to become licensed in other provinces or territories as required. Proven ability to lead through complexity, manage competing priorities, and make sound decisions in a fast‑paced, high‑stakes environment. Strong interpersonal, communication, and negotiation skills, with the ability to engage confidently with clients, partners, and senior stakeholders. Demonstrated credibility, accountability, and attention to detail, with a strong commitment to professionalism and quality outcomes. A collaborative leader with the confidence to challenge, influence, and drive alignment across internal and external partners. Who We Are As part of TD Bank Group, we care for Canadian families, making it easy to get the best advice, protection, and support in their moments of need. TD Insurance offers a wide range of products, including General Insurance and Life and Health. More than four million customers count on us. As the largest direct‑to‑consumer insurer in Canada, we are always innovating and providing exciting and rewarding career opportunities for our Canada‑wide workforce. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well‑being goals. Total Rewards at TD includes a base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Additional Information Each province or territory within the jurisdiction of Canada may have its own set of regulations and requirements regarding employment. Please acknowledge that this job opportunity is subject to provincial regulation for employment purposes. Colleague Development We support career growth through regular performance conversations, an online learning platform, and mentoring programs. Whether you want to expand customer‑facing skills or coach colleagues, many career paths are available. Training & Onboarding We will provide training and onboarding sessions to ensure you have everything you need to succeed in the new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We communicate outcomes to all applicants by email or phone call. Accommodation Your accessibility is important to us. Let us know if you’d like accommodations (e.g., accessible meeting rooms, captioning for virtual interviews) to help remove barriers throughout the interview process. Language Requirement (Quebec Only) Sans Objet #J-18808-Ljbffr