Estate Planning Advisor (Insurance)
Work Location
Montréal, Quebec, Canada
Hours:
37.5
Line of Business:
TD Wealth
Pay Details:
$0 - $0 CAD
This role is eligible for commission based earnings.
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. 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. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
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-efficient 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
Not included in the source posting: what you'll do, qualifications, benefits.
Who can apply
The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.
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