Estate Planning Specialist Wealth

Position: Estate Planning Specialist at TD Wealth
Join TD Wealth as an Estate Planning Specialist in Kingston, Ontario, where you will craft tailored financial strategies for high-net worth clients. Drive commission-based earnings while building lasting relationships.

As an Estate Planning Specialist, you’ll focus on clients’ unique financial needs and collaborate within TD Wealth for comprehensive solutions. This role requires you to utilize your insurance expertise to develop profitable plans and sales strategies. Your success in this position hinges on excellent client relations and your ability to navigate complex account management processes effectively.

Key Responsibilities:

• Design comprehensive wealth strategies for HNW clients

• Drive life insurance sales and client service

• Engage with various channels to enhance client relationships

• Promote estate planning products and banking services

• Ensure adherence to risk management protocols

Requirements:

• University degree needed

• 8 to 10 years in the Life Insurance field

• Must possess CFP, CLU, CHFC, or similar designations

• Licensed in life insurance

• Strong knowledge of investments and tax strategies

Leverage your expertise in wealth management and insurance solutions to make a significant impact at TD Wealth, serving clients across Kingston and beyond.
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