Senior Analyst, Private Client Insurance

Meloche Monnex Inc.; Toronto; On-site; CAD 79,000 - 112,000; Full time

Job summary

TD Insurance, part of TD Bank Group, seeks a Senior Analyst to attract, acquire, and retain high net worth clients, applying underwriting focus to protect profitability. You will work across TD partners and teams to build a premium advisory book and deliver exceptional client service in a dynamic environment.

Responsibilities include conducting comprehensive discovery, leveraging referrals, and collaborating with Product, Pricing, Underwriting, and Claims to franchise new opportunities.

Qualifications

• Attract, acquire and retain high net worth clientele through multiple channels.
• Grow and protect profitability of a high net worth portfolio through underwriting focus.
• Maintain up-to-date knowledge of TD Insurance policies and regulatory requirements.

Responsibilities

• Conduct in-depth discovery of client assets, financial goals, and risk tolerance; create a tailored Insurance Plan for high net worth clients.
• Identify referral opportunities and collaborate with TD partners to franchise new clients.
• Coordinate with Product, Pricing, Underwriting, Claims, and inspectors to support client needs.
• Retain and service your own book of business and build a pipeline with TD Wealth.
• Represent TD Insurance and TD Bank Group to clients and the public in a professional manner.
• Participate in local community and TD charity initiatives.

Skills

Client acquisition

Underwriting

High net worth

Client service

Education

OTL license

Job description

TD Insurance, part of TD Bank Group, seeks a Senior Analyst to attract, acquire, and retain high net worth clients, applying underwriting focus to protect profitability. You will work across TD partners and teams to build a premium advisory book and deliver exceptional client service in a dynamic environment.

Responsibilities include conducting comprehensive discovery, leveraging referrals, and collaborating with Product, Pricing, Underwriting, and Claims to franchise new opportunities.