Private Client Advice, Account Manager

TD

Toronto, Ontario, Canada
Base: $71,000 - $111,700 cad; bonus/equity: not sp...
Personal lines insurance experience
Provincially licensed insurance advisor
Client asset discovery and insurance planning
Private Client Advice offers a bespoke insurance experience tailored to protect clients' prized assets such as cars, properties, wine, jewelry, or art

Job Summary

  • Private Client Advice offers a bespoke insurance experience tailored to protect clients' prized assets such as cars, properties, wine, jewelry, or art.
  • The Senior Account Manager role involves delivering a legendary high net worth client experience through comprehensive insurance planning and collaboration with internal partners.
  • TD provides a competitive total rewards package including base salary, variable compensation, health benefits, savings programs, paid time off, and career development opportunities.

Matching Summary

Private Client Advice offers a bespoke insurance experience tailored to protect clients' prized assets such as cars, properties, wine, jewelry, or art.

Salary

Base: $71,000 - $111,700 CAD; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Personal Lines insurance experience
  • Provincially licensed insurance advisor
  • Client asset discovery and insurance planning
  • Collaboration with underwriting and claims teams
  • High net worth client relationship management

Nice-to-have

  • Strong entrepreneurial spirit
  • Excellent interpersonal and communication skills
  • Team player with strong work ethic
  • Proficiency in MS Office products
  • Ability to identify referral opportunities

Key Requirements

  • 5+ years Personal Lines experience
  • Minimum 1 year active provincial license
  • Willingness to obtain licenses in other provinces
  • Strong insurance knowledge across asset classes
  • Experience servicing high net worth clients

Work Rights

Provincially licensed in good standing

Tailored Resume

Cover Letter