Join TD Wealth in Toronto as an Estate Planning Associate and enhance your qualified journey. This role focuses on delivering top-notch administrative and marketing support for insurance applications.

As an Estate Planning Associate with a focus on client service, your role will involve processing current business, managing pending cases, and ensuring seamless policy service. You’ll collaborate closely with Advisors to maintain quality application standards and client satisfaction. Your expertise in life insurance will be essential to achieving business success and compliance.

Key Responsibilities:



• Administer daily operations for Estate Planning Advisors • Process and monitor recent business and underwriting cases • Oversee quality assurance for insurance applications • Provide ongoing sales support to financial advisors • Keep informed on compliance and regulatory requirements

Requirements: • Minimum of 3 years' experience in the life insurance sector • Level 2 Life License or LLQP (obtained within six months) • Comprehensive knowledge of insurance solutions and processes • Relevant certifications like CFP or CLU are advantageous • Strong communication abilities for working independently or in teams

Make a significant impact on client experiences and team collaboration at TD Wealth.

📌 Estate Planning Support At Td Wealth Winnipeg
🏢 TD
📍 Winnipeg