Drive life insurance sales in Toronto with TD Wealth, applying insurance expertise and relationship management to serve Mass Affluent clients. Full-time hours total 37.5 weekly.
As a Wealth Insurance Advisor, you will generate revenue through referrals from Wealth relationship managers. You will recommend insurance strategies using products from leading third-party carriers. The work combines client relationship management, business development, financial planning support, and ongoing policy service. You will also collaborate with Financial Planners and carrier wholesalers to identify opportunities, support learning events, and strengthen internal relationships. This experienced professional role requires advanced knowledge of insurance products, related investment, tax, and legal issues, plus problem-solving skills for complex transactions.
Key Responsibilities:
- Generate life insurance revenue throughout prospecting, application, and service cycles
- Identify insurance opportunities within Financial Planners' existing client bases
- Recommend sophisticated strategies for Mass Affluent clients' financial plans
- Support underwriting and inforce service requirements after sales
- Manage client experiences through direct or relationship-manager engagement
Requirements:
- University degree
- Five or more Canadian life insurance industry years
- Sales experience within the Canadian life insurance industry
- Life Insurance licence
- CFP, CLU, CHFC, or CHIS completion considered an asset
Use life insurance knowledge, financial planning support, and relationship management to grow TD Wealth client solutions in Toronto.
Life Insurance Sales Advisor Toronto employer: The Toronto-Dominion Bank (Canada)
The Toronto-Dominion Bank is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for Lead Platform Engineers looking to make a significant impact. With a strong focus on employee growth, the bank offers numerous opportunities for professional development and advancement, alongside competitive benefits that support work-life balance. Located in the vibrant city of Toronto, employees enjoy a dynamic environment that encourages creativity and teamwork while contributing to cutting-edge financial technology solutions.
Contact Details:
The Toronto-Dominion Bank (Canada) Recruitment Team
