Estate Planning Associate (Insurance)

Work Location:

Kelowna, British Columbia, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$51,400 - $72,600 CAD

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:

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KEY ACCOUNTABILITIES

CUSTOMER

• Provide comprehensive administrative and marketing support to Estate Planning Advisors (EPA's) day to day operations

• Process new business for EPAs and Investment Advisors Portfolio Managers and Financial planner which are facilitated by the EPA

• Follow-up and monitor inforce and pending cases

• Maintain application quality assurance

• Verify, witness and settle new insurance policies

• Provide policy change (replacement) servicing

• Deliver ongoing insurance sales support to all advisors within region

• Keep the TDWISI Sale Channels informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day to day activities

• Overall management of the client experience through direct client engagement or support of RM's client engagement

• Initial stage of risk mitigation oversight for TDWISI to ensure compliant business practices

SHAREHOLDER

• Prioritize and manage own workload to meet SLA requirements for service and productivity

• Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate

• Protect the interests of the bank - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary

• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite

• Proactive policy management through oversight and communication of service requirements to protect client interests and conserve block of business

• Adhere to internal policies/procedures and applicable regulatory guidelines

• Conduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices

• Use insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectives

• Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists

• May lead work streams by acting as a project lead / subject matter expert for small scale projects / initiatives in accordance with project management methodologies

EMPLOYEE / TEAM

• 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

• Maintain a current and comprehensive knowledge of Compliance, Risk and Regulators to ensure compliant business practices are supported and guidance provided to the Advisor base supported

BREADTH & DEPTH

• Advanced, first level professional role with focus on performing functional specialized business services or support within fairly well-defined parameters as directed

• Time horizon and nature of work is generally short-term focused daily / weekly to monthly with an ongoing management of in force policy service and support

• Requires comprehensive knowledge of life, health insurance investment comments held within the insurance products

• Requires basic experience and skills and provides standard reporting and /or analysis as directed

• Requires Advanced knowledge of the function and / or the business supported

• Focuses on developing conceptual knowledge of practices and procedures for own area or function

• Understands key business and functional drivers and processes in the context of their own work

• Uses existing established methods and procedures to complete assignments and / or solve problems

• Generally works within well-defined parameters under the direction of management and/or senior analysts with day to day operational activities requiring self management

• Day to day operations are developed based on the customized needs of the advisor based supported.

• Reports to the Manager, National Sales Support

EXPERIENCE & EDUCATION

• University degree

• 3+ years of service experience in the Life Insurance industry in an administrative or Sales supporting role

• Level 2 Life License or LLQP (or attained within the first 12 months of start date)

• ACS, AALU, CFP, CLU, TEP, CHS or willingness to work towards any of these designations

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.

Our Total Rewards Package

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. Learn more (~~~)

Additional Information:

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.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process

We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. 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.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.