Wealth Insurance Advisor

Toronto - Canada

Monthly Salary: $ 65600 - 98400

Posted on: 5 hours ago

Vacancies: 1 Vacancy

Job Summary

Work Location:

Toronto Ontario Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$65600 - $98400 CAD

This role is eligible for a discretionary variable compensation award that considers business and individual performance.

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:

TDWISI National Office provides TD Wealth clients with comprehensive insurance-based solutions to assist clients in creating preserving and transitioning their wealth through several tax advantaged strategies. Our insurance solutions are offered through Wealth Insurance Advisors (WIAs) utilizing insurance products manufactured by leading third-party insurance carriers. The WIA role is responsible for generating insurance sales revenue via clients referred to them from their assignment to an EPA team region or Wealth initiative within the Private Wealth Management space.

Job Description / Accountabilities

Supporting business growth and insurance engagement within the assigned region
Accountable for generating life insurance sales and managing throughout the sales cycle from prospecting application and ongoing service.
Capable of provide direct Relationship Management support to referral partners within TD Wealth Management to gain access to their client base.
Analyze and build relationships with Mass Affluent clients to provide sophisticated insurance strategies and solutions as part of a clients overall financial plan.
Providing training and education to our internal relationship managers on the insurance sales process and basic product details.
Work with insurance carrier wholesalers to build awareness and promote their insurance solutions within the TD Wealth offices.
Support the underwriting and enforce service requirements to ensure a successful client and business partner experience

Specific Educational Requirements / Accreditations

Must be life insurance licensed
Have a minimum of 3 to 5 years of experience in the Canadian Life Insurance Industry preferably in sales
Possessing a professionally recognized accreditation such as CFP CLU CHFC or CHS or similar designations is preferred
University degree is also an asset

Other Qualifications / Skills / Experience

Familiar with all the insurance carriers and their product offerings and have the capability of extrapolating the appropriate product and strategies to meet the specific needs of our high net worth clients.
Excellent written and verbal communication skills
Marketing skills related to life insurance and similar products.
Strong technical and problem-solving skills related to the investment 22991 tax legal issues associated with life insurance and related products. Capable of integrating your knowledge into sophisticated insurance solutions that meets the needs to our high net worth clients.
Ability to communicate effectively on an individual and group basis and where directly client engagement is required
Strong Understanding of the compliance and risk requirements associated with provincial regulations.

Who We Are:

TD is one of the worlds 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 95000 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 youve 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 were 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. 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):

Sans Objet

Required Experience:

Unclear Seniority

Work Location:Toronto Ontario CanadaHours:37.5Line of Business:TD WealthPay Details:$65600 - $98400 CADThis role is eligible for a discretionary variable compensation award that considers business and individual performance.TD is committed to providing fair and equitable compensation opportunities t...