Job Description

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. We deliver tailored wealth strategies that align with each client's unique goals, priorities, and legacy aspirations. 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-effective strategies, we help clients address complex financial, business succession, and estate planning needs with confidence.

The Opportunity

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.

What You’ll Do

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. Build strong partnerships across TD Wealth channels to expand access to affluent client opportunities and deepen client relationships.



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. Contribute ideas and best practices to enhance client solutions, business effectiveness, and overall service delivery.

What You Bring

- University degree.
- 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 good standing.
- Professional designation such as CFP, CLU, CHFC, or equivalent.
- French & English bilingualism is required.
- Deep expertise in insurance planning, estate planning, taxation, and wealth transfer strategies.
- Proven ability to influence and collaborate with affluent clients, centres of influence, and wealth management professionals.




- Strong business development mindset with a track record of generating and growing client relationships.
- Exceptional communication, presentation, and relationship management skills.
- Ability to navigate complex client situations and deliver sophisticated advice with confidence and credibility.

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 benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information

We’re delighted that you’re considering building a career with TD. Through regular development conversations, train

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