Private Client Advice, Account Manager

TD Bank

Toronto, Ontario, Canada
$71,000 - $111,700 cad; not specified; not specifi...
High net worth client experience
Insurance plan development
Collaborative team work
Deliver a legendary High Net Worth client experience by conducting in-depth discovery and creating comprehensive Insurance Plans

Job Summary

  • Deliver a legendary High Net Worth client experience by conducting in-depth discovery and creating comprehensive Insurance Plans.
  • Identify referral opportunities and coordinate with a team of Partners/Advisors to execute integrated Plans, aiming to consolidate assets and ensure TD is the primary Financial Institution.
  • TD Insurance offers a wide range of products and strives to make every interaction remarkably human and refreshingly simple for over four million customers.

Matching Summary

Deliver a legendary High Net Worth client experience by conducting in-depth discovery and creating comprehensive Insurance Plans.

Salary

$71,000 - $111,700 CAD; Not specified; Not specified

Skills & Requirements

Must-have

  • High Net Worth client experience
  • Insurance Plan development
  • collaborative team work
  • client discovery process
  • professional public representation

Nice-to-have

  • entrepreneurial spirit
  • Centers of Influence relationships
  • varied background in Insurance
  • positive work environment

Key Requirements

  • 5+ years Personal Lines experience
  • Provincially licensed (active and in good standing)
  • Willing to get licensed in other provinces
  • Excellent interpersonal, presentation, communication and negotiation skills
  • Proven sales ability

Work Rights

Not specified

Tailored Resume

Cover Letter