Work Location: Kingston, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $0.00 - $0.00 CAD This role is eligible for commission based earnings plus base pay earnings based on local minimum wage. TD 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
TD Wealth, Private Wealth Management (PWM) provides high-net worth (HNW) clients with holistic discovery and planning towards customized wealth advice and solutions. Based on the commitment to discovering and achieving what truly matters to each client, PWM leverages a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs. Wealth Insurance Services offer HNW clients comprehensive insurance based solutions to assist clients in creating, preserving and transitioning their wealth through a number of tax advantaged strategies utilizing insurance products manufactured by leading third-party insurance carriers. This role is responsible for analyzing and building relationships with HNW clients to provide sophisticated insurance strategies as part of the client’s overall financial plan. Offer insurance solutions utilizing insurance products manufactured by leading third-party insurance carriers.AccountabilitiesSupporting HNW & UHNW clients and developing comprehensive plans that are tax efficient, profitable, and address insurance coverageGenerate life insurance sales and manage throughout the sales cycle from prospecting, application and ongoing serviceWork with various channels within TD Wealth Management to gain access to their client baseWork with insurance carrier wholesalers to build awareness and promote their insurance solutions within the TD Wealth officesPromote and offer full suite of Estate Planning products, services and banking capabilitiesDevelop & implement sales strategies to proactively attract, acquire and retain clients & sales to increase profitability and enable business growthPromote and offer full suite of products, sales, services and banking capabilitiesSupport the timely and accurate completion of business processes and proceduresProtect the interests of the organization – identify and manage riskMaintain a culture of risk management and control,



supported by effective processes in alignment with risk appetiteRecommend best practices to improve products or servicesKeep current on emerging trends and grow knowledge of the business, related tools and techniquesRequirements
University degree 8 to 10 years of experience in the Canadian Life Insurance Industry, preferably in sales and possess a CFP, CLU, CHFC or similar designations.Must be life insurance licensedDeep understanding of investments, tax, legal issues associated with life insurance and related products.Lead by example managing complex account management processesExcellent communication & influencing skillsThis role is based in Kingston and covers the territory from Kingston to Peterborough and Ottawa.Who 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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking advantages and discounts, career development, and reward and recognition programs.Health and well-being benefitssavings and retirement programspaid time offbanking benefits and discountscareer developmentreward and recognition programsAdditional Information
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career,



development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.Accommodation
Accommodation Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.Language Requirement (Quebec only)
Sans Objet US Labor & Employment Posters | California Privacy | Accessibility | FAQOur Values
At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.Our Commitment to Diversity, Equity, and Inclusion
At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.Helping to Make an Impact in Communities – TD Ready Commitment
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.Learn more: Canada | US | Europe & Asia Pacific
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📌 Conseiller En Planification Successorale (Assurance) (Winnipeg)
🏢 TD Bank Group
📍 Winnipeg