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Bilingual Insurance Advisor

Dieppe, NB, Canada
Moncton, NB, Canada
Riverview, NB, Canada

50,600 $/$50,600 - 71,400 $/$71,400 CAD · Full-time

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Job details

Pay: 50,600 $/$50,600 - 71,400 $/$71,400 CAD
Job type: Full-time
Apply by: Dec 1, 2026
Experience: 2+ years relevant experience
Posting language: English
Posted: Nov 3, 2026

Original job description

Work Location:

Dieppe, New Brunswick, Canada

Hours:

Line of Business:

Personal & Commercial Banking

Pay Details:

50,600 $/$50,600 - 71,400 $/$71,400 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:

KEY ACCOUNTABILITIES

CUSTOMER

Provide sound advice with every customer interaction, contributing to an exceptional customer experience
Provide courteous, efficient, and professional customer service to ensure inquiries, advice and/or issues are managed promptly and effectively under all conditions
Engage customers/partners in conversation to understand and by asking deeply curious and thoughtful questions to meet their current and future products/ advice and/or service needs by proactively providing them with information/advice/guidance
Offer advanced knowledge and/or advice/guidance as it relates to their respective business area
Ensure customer/partner problems are handled appropriately the first time, escalating issues when necessary
Expected to meet the needs of customers/partners by offering advice/guidance based on their total financial situation and possessing a thorough knowledge of Customer/partner life cycle needs
Identify cross-sell opportunities and/or refer customers/partners to internal Bank partners

SHAREHOLDER

Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / advice opportunities and referrals, to increase profitability and enable business growth
Promote and offer full suite of products, advice, services and banking capabilities
Contribute to business objectives for Operational Excellence
Support the timely and accurate completion of business processes and procedures
Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
Identify, suggest and actively participate in process improvement opportunities
Ensure necessary due diligence to support the accuracy of all customer transactions / activities
Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

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

BREADTH & DEPTH

Requires specialized expertise to provide customer /partner support on complex transactions, activities and product feature advice and guidance
Provide exceptional inbound and/or outbound advice and/or service support to customers/partners on a range of moderate to high complexity financial products and services
Acts as an advice process/product expert to customers and/or internal partners
Identifies complex problems and formulates the most appropriate solution and escalates if necessary
Uses insights into how the team integrates with other teams to coordinate efforts and resources to achieve shared objectives
Has direct impact on the quality of the duties performed, or services provided, to the advice team and the unit supported
Implements advice and customer service procedures and approaches to complete work
Requires tact to exchange ideas and customer information in a concise and logical way; handling of sensitive customer information and resolution of exceptions
Generally requires specific formal certifications at this level of expertise
Generally reports to a Team Manager

EXPERIENCE & EDUCATION

Must be bilingual in English & French
Undergraduate degree and/or
2+ years relevant experience
NOTE: Roles within this job family may require various accreditations and/or licenses based on the business supported and/or regulatory requirements

#IN-NACO

Who We Are:

As part of TD Bank Group, one of Canada's largest financial institutions, at TD Insurance, we care for Canadian families, making it easy to get the best advice, protection, and support in their moments of need, always.

TD Insurance offers a wide range of products, including General Insurance and Life and Health. Everyday, we strive to make every interaction, product and experience remarkably human and refreshingly simple for more than four million customers who count on us.

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.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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

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More about this job

Responsibilities

Provide sound financial advice and professional customer service to meet the needs of personal and commercial banking clients. Contribute to business objectives by identifying cross-sell opportunities and maintaining operational excellence while managing risks.

Requirements

Candidates must be bilingual in English and French and possess an undergraduate degree or at least two years of relevant experience. The role requires strong communication skills and the ability to handle complex financial transactions and regulatory requirements.

Skills

Customer service
Financial advice
Bilingualism
Risk management
Cross-selling
Problem solving
Communication
Operational excellence
Regulatory compliance
Relationship building
Teamwork
Documentation
Financial product knowledge

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Insurance
Banking
Personal Banking
Commercial Banking
Customer Experience
Financial Services
Risk Management
Regulatory Compliance
Operational Excellence
Cross-selling
Bilingual
Financial Advice
General Insurance
Life and Health Insurance
Client Relations
Due Diligence
Process Improvement
Team Collaboration

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