TD Wealth 0 - $0 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. 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. At TD Wealth Private Wealth Management (PWM), we work with High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals, families, and business owners to help them achieve what matters most.

As part of this offering, Wealth Insurance Services plays a critical role in helping clients preserve, protect, and transition wealth through sophisticated insurance and estate planning solutions. By leveraging leading insurance products and advanced tax-efficient strategies, we help clients address complex financial, business succession, and estate planning needs with confidence. As a Estate Planning Advisor (Insurance), you will partner with some of the firm's most affluent clients, providing expert insurance guidance as an integral component of their overall wealth strategy.

You will collaborate closely with Private Bankers, Investment Advisors, Financial Planners, and Estate Planning professionals to uncover opportunities, develop customized solutions, and deliver exceptional client outcomes. Develop sophisticated insurance and wealth transfer strategies for HNW and UHNW clients, ensuring plans are aligned with complex tax, estate, and wealth preservation objectives. Identify, recommend, and implement customized life insurance solutions that support clients' broader financial and legacy planning goals.

Own the full client journey, from opportunity identification and client discovery through solution design, implementation, and ongoing relationship management. Collaborate with leading insurance carriers and wholesalers to stay at the forefront of product innovation and market opportunities.



Promote comprehensive estate planning, insurance, and wealth protection solutions that create long‐term value for clients.

Drive business growth through proactive client acquisition, relationship expansion, and strategic business development initiatives. Deliver exceptional client experiences while ensuring operational excellence, compliance, and risk management standards are consistently maintained. Stay current on industry developments, tax and estate planning trends, and evolving insurance solutions to provide forward‐thinking advice. 8-10+ years of experience within the Canadian life insurance industry, ideally in a client‐facing advisory, sales, or wealth planning environment. ~ Life Insurance License in valuable standing. ~ French & English bilingualism is required. ~ Deep expertise in insurance planning, estate planning, taxation, and wealth transfer strategies. ~ TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores.

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. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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. 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.

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.

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. We do our best to communicate outcomes to all applicants by email or phone call.

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) Maîtrise d'une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.

📌 Advisor, Risk Management (full Time) (Montreal)
🏢 TD
📍 Montreal