HNW Estate Planning & Insurance Advisor

TD; Kingston; On-site; CAD 120,000 - 180,000; Full time

Job summary

TD Wealth, Private Wealth Management (PWM) in Kingston, Ontario, is seeking an experienced life insurance professional to analyze and build relationships with high-net-worth clients as part of their comprehensive financial plans. You will offer sophisticated insurance strategies through leading carriers and collaborate with TD Wealth teams to access client bases.

The role emphasizes driving insurance sales, coordinating with carriers, and promoting estate planning services while ensuring

Qualifications

• 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

Responsibilities

• 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

Skills

Sales experience

Life insurance knowledge

Communication skills

Relationship building

Industry knowledge

Education

University degree

Job description

TD Wealth, Private Wealth Management (PWM) in Kingston, Ontario, is seeking an experienced life insurance professional to analyze and build relationships with high-net-worth clients as part of their comprehensive financial plans. You will offer sophisticated insurance strategies through leading carriers and collaborate with TD Wealth teams to access client bases.

The role emphasizes driving insurance sales, coordinating with carriers, and promoting estate planning services while ensuring