Full-Time

Estate Planning Associate

Insurance

Posted on 2/6/2025

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Consulting
Financial Services

Compensation Overview

CA$52.7k - CA$74.4kAnnually

Mid, Senior

Halifax Regional Municipality, NS, Canada

Category
Insurance
Finance & Banking
Required Skills
Risk Management

You match the following TD Bank's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • University degree
  • 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 12 months of start date)
  • ACS, AALU, CFP, CLU, TEP, CHS or willingness to work towards any of these designations
Responsibilities
  • 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 inforce 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
  • Initial stage of risk mitigation oversight for TDWISI to ensure compliant business practices
  • Prioritize and manage own workload to meet SLA requirements for service and productivity
  • Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
  • Protect the interests of the bank – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
  • Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
  • Proactive policy management through oversight and communication of service requirements to protect client interests and conserve block of business
  • Adhere to internal policies/procedures and applicable regulatory guidelines
  • Conduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices
  • Use insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectives
  • Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists
  • May lead work streams by acting as a project lead / subject matter expert for small scale projects / initiatives in accordance with project management methodologies
Desired Qualifications
  • ACS, AALU, CFP, CLU, TEP, CHS or willingness to work towards any of these designations

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 Stage

IPO

Total Funding

N/A

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.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Professional Development Budget

Mental Health Support

Wellness Program

Performance Bonus

INACTIVE