Build insurance relationships at TD Wealth in Toronto by supporting Financial Planners, developing referrals, and managing client service across 37.5 weekly hours.

This Wealth Insurance Advisor position focuses on relationship management, insurance sales, and business development within TD Wealth. You will work with Financial Planners to access client bases and identify recent opportunities. You will manage applications, ongoing service, policy conservation, and replacement activities across the sales cycle. The position also involves coordinating with insurance carrier wholesalers, promoting insurance solutions, and leading joint sales or product learning events. Success requires familiarity with insurance carriers and their offerings, marketing skills for life insurance discussions, and an in-depth understanding of products, processes, and regulations. You will work under minimal management guidance while supporting accurate documentation and risk-aware client experiences.





Key Responsibilities:

- Provide relationship-management support to TD Wealth Financial Planners
- Build awareness of carrier insurance solutions through joint events
- Manage applications, ongoing service, conservation, and replacement activities
- Maintain accurate documentation reflecting client intentions and regulations
- Plan business development activities and adjust tactics based on results

Requirements:

- Experienced professional knowledge in insurance sales and advisory support
- Five or more Canadian life insurance industry years
- University degree
- Life Insurance licence
- Advanced product and process understanding for complex transactions

Apply insurance sales, carrier knowledge, and relationship management skills to strengthen TD Wealth referrals and client experiences.

📌 TD Wealth Insurance Relationship Manager (Toronto)
🏢 TD Bank Group
📍 Toronto