Launch your career with TD Wealth as an Estate Planning Associate based in Toronto. Focus on client success by managing insurance applications and supporting Advisors in their activities.
This vital role requires you to provide comprehensive administrative support, ensuring that all aspects of insurance processing are handled efficiently. You will help maintain a high level of client interaction and satisfaction, leveraging your 3+ years of insurance experience. Collaborating with a agile team, you'll help facilitate business development activities and ensure adherence to compliance standards.
Key Responsibilities:
• Offer detailed administrative support to Estate Planning Advisors
• Coordinate and follow-up on insurance applications and pending items
• Maintain high-quality assurance on service delivery




• Support financial advisors with ongoing insurance sales needs
• Stay updated on compliance regulations pertaining to insurance
Requirements:
• University degree preferred
• At least 3 years of administrative experience in life insurance
• Must achieve Level 2 Life License or LLQP within 6 months
• In-depth knowledge of insurance products and solutions
• Robust communication skills, able to work autonomously and collaboratively
Engage in meaningful client relationships and contribute to creative wealth management at TD.
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📌 Toronto Estate Planning Associate Role (Canada)
🏢 TD
📍 Canada