account manager

TD Bank; Markham; On-site; CAD 71,000 - 112,000; Full time

Job summary

A leading financial institution in Canada is seeking a Senior Account Manager for Private Client Advice to deliver exceptional service to high-net-worth clients. This permanent, full-time role involves conducting thorough client discovery and developing tailored insurance plans. Ideal candidates will have over 5 years of experience in Personal Lines, strong interpersonal skills, and active provincial licensing. The position is on-site in Markham, Ontario, offering a competitive salary range of $71,000 to $111,700 CAD annually.

Qualifications

• 5+ years of Personal Lines experience, preferably with high-net-worth clients.
• Willing to get licensed in other provinces/territories.
• Strong work ethic and commitment to professionalism.

Responsibilities

• Conduct in-depth discovery of client assets and develop comprehensive insurance plans.
• Identify referral opportunities and coordinate with a team of partners.
• Collaborate with TDI underwriters and claims advisors for insurance solutions.

Skills

Interpersonal skills

Negotiation skills

Presentation skills

Sales ability

Computer proficiency in MS Office

Education

Provincially licensed in good standing

Job description

Senior Account Manager – Private Client Advice (TD Bank)

Private Client Advice (PCA) is a bespoke insurance experience that protects high-net-worth clients’ valuable assets. As a Senior Account Manager you will deliver a legendary client experience by conducting in-depth discovery of client assets, financial goals, risk tolerance, and creating comprehensive insurance plans with tailored HNW strategies.

Responsibilities

• Conduct in-depth discovery of client assets, financial goals, risk tolerance, and develop comprehensive insurance plans for HNW clients.
• Identify referral opportunities and coordinate a team of partners/advisors to execute integrated plans and consolidate assets.
• Collaborate with TDI underwriters, claims advisors and HNW inspectors for insurance solutions.
• Place specific focus on onboarding clients with investment needs to Investment Management (PIC/PIA).
• Develop improved client experience, operational and practice management practices, and overall personal development.
• Maintain up-to-date knowledge of TDI policies, procedures, industry trends and continuously comply with them.
• Represent TDI and TDBG to the public in a professional manner and promote a positive work environment.

Qualifications

• 5+ years Personal Lines experience, preferably servicing high-net-worth clients.
• Provincially licensed (active and in good standing); minimum 1 year required; willing to get licensed in other provinces/territories.
• Strong work ethic, excellent interpersonal, presentation, communication and negotiation skills.
• Proven sales ability and enduring commitment to professionalism.
• Computer proficiency in MS Office (Word, Excel).
• Robust background in insurance across all asset classes and strong entrepreneurial spirit.
• Recognized ability to engage in thorough client discovery processes.

Job Details

• Location: Markham, Ontario, Canada
• Work location: On site
• Salary: $71,000 – $111,700 CAD annually
• Hours: 35 per week
• Term: Permanent employment, full time
• Start date: As soon as possible
• Source: CareerBeacon #2191591

Advertised until

2025-12-23