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wills and estates paralegal
Title posted on CareerBeacon - Estate Planning Associate (Insurance)
Posted on October 30, 2024 by Employer details TD Bank
Job details
Work Location:Winnipeg, Manitoba, CanadaHours:37.5Line of Business:TD WealthPay Details:n/a - n/a CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job Description:In this role you will be responsible for providing quality administrative & sales support to TD Wealth Sales Channels to ensure all new insurance applications, pending underwriting cases and policy service support are handled in a timely and efficient manner to ensure a positive client experience. You will support optimal business engagement through Business Development Activities, marketing and direct client facing activities.Furthermore, you are expected to:Provide comprehensive administrative and marketing support to Estate Planning Advisors (EPA's) day to day operationsProcess new business for EPAs and Investment Advisors Portfolio Managers and Financial planner which are facilitated by the EPAFollow-up and monitor inforce and pending casesMaintain application quality assuranceVerify, witness and settle new insurance policiesProvide policy change (replacement) servicingDeliver ongoing insurance sales support to all advisors within regionKeep the TDWISI Sale Channels informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day to day activitiesOverall management of the client experience through direct client engagement or support of RM's client engagementMaintain a current and comprehensive knowledge of Compliance, Risk and Regulators to ensure compliant business practices are supported and guidance provided to the Advisor base supportedJob Requirements:University degree considered an asset3+ years of service experience in the Life Insurance industry in an administrative or Sales supporting roleLevel 2 Life License or LLQP (or attained within the first 6 months of start date)Requires comprehensive knowledge of life, critical illness and disability insurance processing and productsDesignations such as, Certified Financial Planner (CFP), Certified Life Underwriter (CLU), Chartered Financial Consultant (CHFC) or similar designations are considered an assetIn-depth understanding and practical knowledge of insurance solutions (products and services, processes, procedures and systems) with client and wealth management team relationship buildingStrong communication skills with ability to work in team as well as independentlyWho We Are:TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your- LocationWinnipeg, MB
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2090612
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