Td Bank Estate Planning Associate Insurance 

Canada, Alberta, Calgary 

276895287

Calgary, Alberta, CanadaTD Wealth

Job Description:

In this role you will be responsible for providing quality administrative & sales support to TD Wealth Sales Channels to ensure all new insurance applications, pending underwriting cases and policy service support are handled in a timely and efficient manner to ensure a positive client experience. You will support optimal business engagement through Business Development Activities, marketing and direct client facing activities.

Furthermore, you are expected to:

• Provide comprehensive administrative and marketing support to Estate Planning Advisors (EPA’s) day to day operations

• Process new business for EPAs and Investment Advisors Portfolio Managers and Financial planner which are facilitated by the EPA

• Follow-up and monitor enforce and pending cases

• Maintain application quality assurance

• Verify, witness and settle new insurance policies

• Provide policy change (replacement) servicing

• Deliver ongoing insurance sales support to all advisors within region

• Keep the TDWISI Sale Channels informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day to day activities

• Overall management of the client experience through direct client engagement or support of RM's client engagement

• Maintain a current and comprehensive knowledge of Compliance, Risk and Regulators to ensure compliant business practices are supported and guidance provided to the Advisor base supported

Job Requirements:

• University degree considered an asset

• 3+ years of service experience in the Life Insurance industry in an administrative or Sales supporting role

• Level 2 Life License or LLQP (or attained within the first 6 months of start date)

• Requires comprehensive knowledge of life, critical illness and disability insurance processing and products

• Designations such as, Certified Financial Planner (CFP), Certified Life Underwriter (CLU), Chartered Financial Consultant (CHFC) or similar designations are considered an asset

• In-depth understanding and practical knowledge of insurance solutions (products and services, processes, procedures and systems) with client and wealth management team relationship building

• Strong communication skills with ability to work in team as well as independently

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.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll 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 we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Sans Objet