Estate Planning Advisor (insurance)

TD Wealth

Edmonton, Alberta, Canada
Base: not specified; bonus/equity: commission base...
Not specified
Experience in canadian life insurance industry
Proven experience building client relationships
Deep understanding of investments and tax strategies
TD Wealth is seeking an Estate Planning Advisor in Edmonton, Alberta, to provide high-net-worth clients with comprehensive insurance strategies as part of their financial plans. The ideal candidate should have extensive experience in the life insurance industry, along with strong communication skills and relevant certifications

Job Summary

  • TD Wealth provides high-net worth clients with customized wealth advice and solutions.
  • The role involves generating life insurance sales and managing the sales cycle.
  • TD is committed to colleague development and offers a comprehensive Total Rewards package.

Matching Summary

Match Score: 85

TD Wealth is seeking an Estate Planning Advisor in Edmonton, Alberta, to provide high-net-worth clients with comprehensive insurance strategies as part of their financial plans. The ideal candidate should have extensive experience in the life insurance industry, along with strong communication skills and relevant certifications.

Salary

Base: Not specified; Bonus/Equity: Commission based earnings; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Experience in Canadian Life Insurance Industry
  • Proven experience building client relationships
  • Deep understanding of investments and tax strategies

Nice-to-have

  • Excellent communication and influencing skills
  • Ability to manage complex account processes
  • Knowledge of emerging trends in wealth management

Key Requirements

  • University degree
  • 8 to 10 years of relevant experience
  • Must be life insurance licensed

Work Rights

Not specified

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