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 new 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 skilled 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.

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