Full-Time

Bilingual – French/English

Insurance Advisor

Confirmed live in the last 24 hours

Deadline 8/3/25
TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Compensation Overview

CA$49k - CA$73.6k/yr

Junior, Mid

Ottawa, ON, Canada

In Person

Must reside in the province of Ontario

Category
Insurance
Finance & Banking
Required Skills
Sales
Customer Service
Requirements
  • Fully Bilingual in French and English
  • Must reside in the province of Ontario
  • High School Diploma
  • 2+ years of customer service/ sales experience
  • Call center experience would be an asset
  • Aptitude to successfully complete and pass required licensing
Responsibilities
  • Provide solutions and counsel existing and new TD clients on their auto and property insurance needs
  • Achieve goals related to insurance advice and solutions
  • Ensure quality and productivity objectives are met
  • Process call backs, submissions, and mail in a timely manner
  • Be accountable for providing a high level of service to our clients
  • Perform various assigned tasks
  • Promote company features and benefits as part of ongoing portfolio reviews
  • Discuss a variety of products at every opportunity
  • Promote client loyalty through attention to detail and relationship-building
  • Remain current on all company philosophies and procedures
Desired Qualifications
  • Strong communication skills to exchange ideas and customer information in a concise and logical way, handling sensitive customer information and resolving exceptions
  • Possess computer & multi-tasking skills
  • Thrive in a dynamic and time-sensitive environment
  • Advanced knowledge of our business and understand the functions of our various business areas
  • Passionate, engaging and have a desire to deliver superior customer experience consistently and compassionately

TD Bank provides wealth management services aimed at helping Canadians grow, manage, and protect their wealth. Their approach involves understanding each client's unique goals through a detailed discovery process that incorporates behavioral finance to create a personalized Wealth Personality™ profile. This profile guides the development of a customized wealth strategy that adapts to the client's life priorities, focusing on building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. Unlike many competitors, TD Bank emphasizes a personalized and holistic approach to financial planning, ensuring that clients receive tailored advice that evolves with their needs.

Company Size

11-50

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1955

Simplify Jobs

Simplify's Take

What believers are saying

  • Behavioral finance integration enhances client engagement and personalized planning.
  • TD eCommerce Solutions can capitalize on the growing eCommerce market.
  • New leadership in U.S. commercial banking aligns with digital transformation trends.

What critics are saying

  • Involvement in money laundering scandal poses reputational and financial risks.
  • Recent leadership changes may disrupt operations or client relationships.
  • $28 million fine highlights ongoing compliance and regulatory challenges.

What makes TD Bank unique

  • TD Bank integrates behavioral finance for personalized wealth management solutions.
  • TD eCommerce Solutions targets Canadian small businesses with a customizable platform.
  • TD's partnership with Monit offers a small business dashboard for informed financial decisions.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Professional Development Budget

Mental Health Support

Wellness Program

Performance Bonus

Company News

Stroock & Stroock & Lavan LLP
Jul 1st, 2025
TD Bank Completes US$2.0 Billion Senior Medium-Term Notes Offering

The Firm represented The Toronto-Dominion Bank (“TD”) in connection with its U.S. public offering of US$2.0 billion aggregate principal amount of its (i) US$1,000,000,000 4.574% Senior Medium-Term Notes, Series F, due 2028; (ii) US$700,000,000 4.808% Senior Medium-Term Notes, Series F, due 2030; and (iii) US$300,000,000 Floating Rate Senior Medium-Term Notes, Series F, due 2028 under its Medium-Term Notes program. The net proceeds from the offering will be used for general corporate purposes, which may include hedging TD’s obligations under the notes and/or funding of TD’s affiliate TD Securities (USA) LLC.

PRWeb
Jun 3rd, 2025
HostPapa Secures $130M Credit Facility

HostPapa, Inc. announced the closing of a $130 million senior secured credit facility led by BMO, with participation from TD, RBC, Citibank, and BDC. This facility replaces the previous one from TD and includes an uncommitted accordion option for additional capital. The funds will accelerate HostPapa's SaaS expansion, innovation, and acquisition strategy, supporting its vision to enhance customer lifecycle solutions. CEO Jamie Opalchuk highlighted the strong confidence from financial institutions.

GlobeNewswire
Feb 26th, 2025
FirstService Increases Credit Facility to US$1.75 Billion

TORONTO, Feb. 26, 2025 (GLOBE NEWSWIRE) -- FirstService Corporation (TSX: FSV; NASDAQ: FSV) (“FirstService”) announced today that it has expanded and...

Newswire
Feb 6th, 2025
Terrestar Solutions secures major funding round

Terrestar Solutions, a Canadian mobile satellite operator, has secured funding from TD Bank Group. The Montreal-based company plans to invest in a constellation of low-earth-orbit satellites to enhance communications capacity and services across Canada. This initiative aims to integrate satellite connectivity with terrestrial networks, ensuring nationwide coverage. Terrestar's Strigo brand will offer direct-to-mobile satellite services, supporting national interests and aiding first responders.

Newswire
Jan 28th, 2025
TD Bank Group to Issue NVCC Subordinated Debentures

/CNW/ - The Toronto-Dominion Bank ("TD" or the "Bank") today announced a domestic public offering of C$1 billion of medium term notes (non-viability contingent...