Estate Planning Associate

2 months ago

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

Description

:

In this role you will be responsible for providing quality administrative & sales support to TD Wealth Sales Channels to ensure all new insurance applications, pending underwriting cases and policy service support are handled in a timely and efficient manner to ensure a positive client experience. You will support optimal business engagement through Business Development Activities, marketing and direct client facing activities.

Furthermore, you are expected to:

Provide comprehensive administrative and marketing support to Estate Planning Advisors (EPA’s) day to day operations Process new business for EPAs and Investment Advisors Portfolio Managers and Financial planner which are facilitated by the EPA Follow-up and monitor inforce and pending cases 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 region Keep the TDWISI Sale 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 Overall management of the client experience through direct client engagement or support of RM's client engagement 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

Job Requirements:

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) Requires 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 are 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 team as well as independently

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 (Quebec only):

Sans Objet

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