Deliver legendary high net worth client experience
Conduct in-depth discovery of client assets
Identify referral opportunities
Deliver a legendary High Net Worth client experience by conducting an in-depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored HNW strategies
Job Summary
Deliver a legendary High Net Worth client experience by conducting an in-depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored HNW strategies.
Identify referral opportunities and coordinate the team of Partners/Advisors to work collaboratively together in order to execute an integrated Plan with the goal of consolidating assets and ensuring TD is primary Financial Institution.
TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development defining features of the colleague experience.
Matching Summary
Deliver a legendary High Net Worth client experience by conducting an in-depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored HNW strategies.
Salary
$71,000 - $111,700 CAD
Skills & Requirements
Must-have
deliver legendary High Net Worth client experience
conduct in-depth discovery of client assets
identify referral opportunities
collaborate with TDI underwriters
maintain up-to-date knowledge of TDI policies
Nice-to-have
strong entrepreneurial spirit
broad network of external advisors
positive work environment
Key Requirements
5+ years Personal Lines experience
Provincially licensed (active and in good standing)