Drive life insurance sales in Toronto with TD Wealth, applying insurance expertise and relationship management to serve Mass Affluent clients. Full time hours total 37.5 weekly.
As a Wealth Insurance Advisor, you will generate revenue through referrals from Wealth relationship managers. You will recommend insurance strategies using products from leading third-party carriers. The work combines client relationship management, business development, financial planning support, and ongoing policy service. You will also collaborate with Financial Planners and carrier wholesalers to identify opportunities, support learning events, and strengthen internal relationships. This experienced professional role requires advanced knowledge of insurance products, related investment, tax, and legal issues, plus problem-solving skills for complex transactions.
Key Responsibilities: Generate life insurance revenue throughout prospecting, application,



and service cycles
Identify insurance opportunities within Financial Planners' existing client bases
Recommend sophisticated strategies for Mass Affluent clients' financial plans
Support underwriting and inforce service requirements after sales
Manage client experiences through direct or relationship-manager engagement
Requirements: University degree
Five or more Canadian life insurance industry years
Sales experience within the Canadian life insurance industry
Life Insurance licence
CFP, CLU, CHFC, or CHIS completion considered an asset
Use life insurance knowledge, financial planning support, and relationship management to grow TD Wealth client solutions in Toronto.

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📌 Life Insurance Sales Advisor Toronto (Ontario)
🏢 TD Bank Group
📍 Ontario