Estate Planning Advisor (Insurance)

About the role

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. 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. Learn more Additional Information: We're delighted tha

Requirements

• University degree
• 8 to 10 years of experience in the Canadian Life Insurance Industry, preferably in sales and possess a CFP, CLU, CHFC or similar designations.
• Must be life insurance licensed
• Deep understanding of investments, tax, legal issues associated with life insurance and related products.
• Lead by example managing complex account management processes
• Excellent communication & influencing skills
• This role is based in Kingston and covers the territory from Kingston to Peterborough and Ottawa.

Additional Information

Work Location: Kingston, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $0.00 - $0.00 CAD This role is eligible for commission based earnings plus base pay earnings based on local minimum wage. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description: TD Wealth, Private Wealth Management (PWM) provides high-net worth (HNW) clients with holistic discovery and planning towards customized wealth advice and solutions. Based on the commitment to discovering and achieving what truly matters to each client, PWM leverages a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs. Wealth Insurance Services offer HNW clients comprehensive insurance based solutions to assist clients in creating, preserving and transitioning their wealth through a number of tax advantaged strategies utilizing insurance products manufactured by leading third-party insurance carriers. This role is responsible for analyzing and building relationships with HNW clients to provide sophisticated insurance strategies as part of the client's overall financial plan. Offer insurance solutions utilizing insurance products manufactured by leading third-party insurance carriers. Accountabilities Supporting HNW & UHNW clients and developing comprehensive plans that are tax efficient, profitable, and address insurance coverage Generate life insurance sales and manage throughout the sales cycle from prospecting, application and ongoing service Work with various channels within TD Wealth Management to gain access to their client base Work with insurance carrier wholesalers to build awareness and promote their insurance solutions within the TD Wealth offices Promote and offer full suite of Estate Planning products, services and banking capabilities Develop & implement sales strategies to proactively attract, acquire and retain clients & sales to increase profitability and enable business growth Promote and offer full suite of products, sales, services and banking capabilities Support the timely and accurate completion of business processes and procedures Protect the interests of the organization - identify and manage risk Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite Recommend best practices to improve products or services Keep current on emerging trends and grow knowledge of the business, related tools and techniques

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