TD Wealth Pay Details:
$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. This role is responsible for generating insurance sales revenue via clients referred to them from their Wealth relationship managers offering insurance solutions and strategies utilizing
insurance products manufactured by leading third-party insurance carriers to maintain a high quality of client service and support as part of the financial planning process. areas focus on identifying new insurance opportunities, strengthening the relationship with developing Advisors and conserving and replacing existing business to retain client
insurance policies and relationships internally. CUSTOMER
Generate life insurance sales revenue and manage the client relationship throughout the full sales cycle from prospecting, application and ongoing service
Work with Financial Planners to identify insurance sales opportunities within their existing client base
Provide direct relationship management support to FPs within TD Wealth Management to gain access to their client base
Work with insurance carrier wholesalers to build awareness and promote their insurance solutions within the TD Wealth offices through leading joint sales and product learning and development events
Support the underwriting and inforce service requirements resulting from their sales activity to ensure a successful client and business partner experience
Analyze and build relationships with Mass Affluent clients to recommend sophisticated insurance strategies and solutions as part of a client’s overall financial plan
Overall management of the client experience through direct client engagement or support of RM's client engagement
Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / sales opportunities and referrals, to increase profitability and enable business growth
Promote and offer full suite of products, sales, services and banking capabilities
Support the timely and accurate completion of business processes and procedures
Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
Identify, suggest and actively participate in process improvement opportunities
Ensure necessary due diligence to support the accuracy of all customer transactions / activities
Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
Maintain a culture of risk management and control,



supported by effective processes in alignment with risk appetite
Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
Proactive policy management through oversight and communication of service requirements to protect client interests and conserve block of business
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
Participate in personal performance management and development activities, including cross training within own team
Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
Contribute to a fair, positive and equitable environment that supports a diverse workforce
Act as a brand champion for your business area/function and the bank, both internally and/or externally
Experienced working professional role with a focus on providing business development, customer relationship management and / or sales advisory support within their own area of specialty
Lead projects or work streams within broader projects with moderate risk and may be accountable for ongoing activities, processes and functional programs
Familiarity with all Insurance carriers and have a robust understanding of their product offerings so as to extrapolate the appropriate product and strategies to meet the specific needs of Mass Affluent clients
Developed marketing skills related to life insurance and similar products to be leveraged to increase understanding of the insurance solution and to better engage clients in insurance discussions
Robust technical and problem solving skills related to the investment, tax, legal issues associated with life insurance and related products
Requires advanced understanding of a range of product and services, processes,



procedures and systems to provide customers with options and advice on complex transactions and product features
Work performed under minimal management guidance and supervision
Manager, National Sales Support
5+ years of experience in the Canadian Life Insurance Industry, including time in a sales capacity

- Life Insurance licensed
- Completion of the following is considered an asset: Certified Financial Planner (CFP), Certified Life Underwriter (CLU), Chartered Financial Consultant (CHFC) or Certified Health Insurance Specialist (CHIS)

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 benefits 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):

📌 Licensed Insurance and Financial Advisor (Toronto)
🏢 TD Bank
📍 Toronto