Senior Estate Planning Advisor

Elevate your career with TD Wealth as a Senior Estate Planning Advisor in Kingston, Ontario. Focus on high-net worth clients and deliver tailored insurance solutions in a dynamic team environment.

In this senior role at TD Wealth, you will serve high-net worth and ultra-high net worth clients, developing comprehensive estate plans that are tax-efficient and profitable. Your expertise will help clients navigate their wealth transitions through sophisticated insurance strategies, leveraging your strong background in the Canadian Life Insurance Industry. Collaboration with TD Wealth channels will enhance your access to clients and resources to drive growth.

Key Responsibilities:

• Analyze and develop relationships with HNW clients

• Generate and manage life insurance sales effectively

• Collaborate with TD Wealth channels for client access

• Promote a full suite of estate planning products and banking services

• Maintain compliance with risk management and best practices

Requirements:

• University degree required

• 8 to 10 years in Life Insurance sales

• CFP, CLU, CHFC designations preferred

• Deep understanding of insurance-related tax and legal issues

• Excellent communication and influencing skills

Contribute your extensive insurance knowledge and relationship-building skills to support TD Wealth clients in Kingston and ensure their financial goals are met.
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