Estate Planning Advisor

4 months ago

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

Description

:

Do you recognize the value of your expertise in helping High Net Worth (HNW) clients bolster their financial plan? If yes, then join our team as  Estate Planning Advisor (Insurance) . In this thought leadership and advisory role, you will provide HNW clients with sophisticated insurance strategies as part of their overall financial plan. You'll offer highly personalized insurance solutions based on expert and objective analysis of products and services in the marketplace.

Furthermore, you are expected to:

Generate life insurance sales and management throughout the relationship lifecycle, from client acquisition and application, to solution recommendations and ongoing service perfection

Develop and implement sales strategies that benefit client financial plans to attract, acquire, retain business and referrals as well as achieve TD business objectives, growth and operational excellence

Work with various channels within TD Wealth to partner and analyze client base need and opportunities

Work with insurance carrier wholesalers to build knowledge of their solutions to make high-value recommendations to TD Financial Planners and clients within the TD Wealth offices

Promote the value and benefits of Estate Planning solutions, and offer a full suite of products, services and banking capabilities

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

Recommend standard methodologies to improve processes and operations; integrate a deep understanding of target customer market and dynamics

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

Job Requirements:

University degree is also an asset 

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

Must be Life licensed 

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 team as well as independently

#LI-Wealth

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

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, 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.

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.


Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
 

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process 
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.


Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you

Language Requirement:

N/A.

  • Estate Planning Consultant

    2 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 work closely with Investment Advisors to provide expert consulting services to their clients, leveraging your knowledge of Canadian legislation and estate planning strategies to deliver comprehensive solutions.Key ResponsibilitiesConduct client interviews and...

  • Estate Planning Consultant

    2 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 work closely with Investment Advisors to provide expert consulting services to their clients, leveraging your knowledge of Canadian legislation and estate planning strategies to deliver comprehensive solutions.Key ResponsibilitiesConduct client interviews and...

  • Estate Planning Consultant

    1 week ago

    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Will and Estate Consultant to join our Wealth Management Services team. As an integral member of our team, 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 and legal professionals.Key...

  • Estate Planning Consultant

    2 weeks 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

    2 weeks 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

    2 weeks 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 weeks 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 Specialist

    2 weeks ago

    Barrie, Ontario, Canada TD Bank Full time

    Job SummaryWe 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 ResponsibilitiesDevelop and implement sales strategies to...

  • Estate Planning Specialist

    2 weeks ago

    Barrie, Ontario, Canada TD Bank Full time

    Job SummaryWe 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 ResponsibilitiesDevelop and implement sales strategies to...

  • Estate Planning Specialist

    3 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

    5 days 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 helping High Net Worth (HNW) clients achieve their financial goals through sophisticated insurance strategies.Key ResponsibilitiesDevelop and implement sales strategies...

  • Estate Planning Specialist

    5 days 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 helping High Net Worth (HNW) clients achieve their financial goals through sophisticated insurance strategies.Key ResponsibilitiesDevelop and implement sales strategies...

  • Estate Planning Specialist

    1 week 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 expert insurance strategies to our High Net Worth (HNW) clients as part of their overall financial plan.Key ResponsibilitiesDevelop and implement sales...

  • Estate Planning Specialist

    1 week 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 expert insurance strategies to our High Net Worth (HNW) clients as part of their overall financial plan.Key ResponsibilitiesDevelop and implement sales...

  • Estate Planning Specialist

    7 days 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 helping High Net Worth (HNW) clients achieve their financial goals by providing sophisticated insurance strategies as part of their overall financial plan.Key...

  • Estate Planning Specialist

    7 days 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 helping High Net Worth (HNW) clients achieve their financial goals by providing sophisticated insurance strategies as part of their overall financial plan.Key...

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

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

  • Estate Planning Specialist

    3 days ago

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

    Role SummaryWe 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 ResponsibilitiesGenerate life insurance sales...

  • Estate Planning Specialist

    2 days ago

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

    Role SummaryWe 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 ResponsibilitiesGenerate life insurance sales...