Manager, Private Client Advice

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Hours:

Line of Business:

Pay Details:

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 candidates 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:

Department Overview

TD Insurance is part of TD Bank Group one of Canadas 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 authorized products and services are available online over the phone and through a network of more than 1000 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.

At TD Insurance we are committed to fostering an inclusive accessible environment. With a Canada-wide workforce of over 4000 employees and offices in Atlantic Canada Quebec Ontario and Alberta our company is always growing and can help you to grow. TD Insurance offers a stable and dynamic work environment where talent is appreciated and professional development is taken seriously. More than just a job we offer rewarding careers.

Welcome to Private Client Advice! Since its inception in 2018 Private Client Advice (PCA) has grown fast and profitably. We offer an insurance service that appreciates our clients efforts to build their prized assets which may include everything from cars and properties to wine jewelry or art. Private Client Advice is a bespoke insurance experience tailored with our clients in mind and customized to ensure that the assets theyve worked so hard to acquire are fully protected. Our goal is to exceed our clients expectations.

If this was enough to peak your curiosity and you want to learn more about us check out our web page: Description

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 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 behaviors 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.

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Who We Are:

As part of TD Bank Group one of Canadas largest financial institutions at TD Insurance we care for Canadian families making it easy to get the best advice protection and support in their moments of need always.

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 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:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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 youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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 were committed to helping you identify opportunities that support your goals.

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

Interview Process
Well 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 youd 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):