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Added 22 mins ago
T
Customer Experience Associate - Kirkland
TD
Kirkland, QC
- Part-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 22 mins ago
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Senior Personal Banker - Home Borrowing (Sydney)
TD
Sydney Indian Reserve No. 28A, NS
- Full-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 22 mins ago
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Senior Personal Banker-Home Borrowing - Lasalle (Full-time,37.5h/week)
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Montreal, QC
- Full-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 22 mins ago
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Customer Experience Associate
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- Part-time
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Added 22 mins ago
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Added 2 hours ago
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Customer Experience Associate - Moncton Downlown
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- Part-time
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Added 3 hours ago
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Wealth Insurance Advisor

Markham, ON, Canada
Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 13, 2026
Experience: 5+ years of experience in the Canadian Life Insurance Industry, including time in a sales capacity
Posting language: English
Posted: Oct 29, 2026

Original job description

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$69,700 - $98,400 CADThis 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:

This role is responsible for generating insurance sales revenue via clients referred to them from their Wealth relationship managers offering insurance solutions and strategies utilizing

insurance products manufactured by leading third-party insurance carriers to maintain a high quality of client service and support as part of the financial planning process. Key Focus

areas focus on identifying new insurance opportunities, strengthening the relationship with developing Advisors and conserving and replacing existing business to retain client

insurance policies and relationships internally. participated in the referral process.).

KEY ACCOUNTABILITIES

CUSTOMER

Generate life insurance sales revenue and manage the client relationship throughout the full sales cycle from prospecting, application and ongoing service
Work with Financial Planners to identify insurance sales opportunities within their existing client base
Provide direct relationship management support to FPs within TD Wealth Management to gain access to their client base
Work with insurance carrier wholesalers to build awareness and promote their insurance solutions within the TD Wealth offices through leading joint sales and product learning and development events
Support the underwriting and inforce service requirements resulting from their sales activity to ensure a successful client and business partner experience
Analyze and build relationships with Mass Affluent clients to recommend sophisticated insurance strategies and solutions as part of a client’s overall financial plan
Ensure documentation that is prepared accurately and properly reflects the intentions of the client and is consistent with relevant rules/regulations
Overall management of the client experience through direct client engagement or support of RM's client engagement

SHAREHOLDER

Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / sales opportunities and referrals, to increase profitability and enable business growth
Promote and offer full suite of products, sales, services and banking capabilities
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
Plan and execute business development activities, review and communicate results, and adjust tactics accordingly
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
Proactive policy management through oversight and communication of service requirements to protect client interests and conserve block of business

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

Experienced working professional role with a focus on providing business development, customer relationship management and / or sales advisory support within their own area of specialty
Requires experienced, conceptual and practical knowledge within their own specialty and knowledge of broader related areas
Requires an in-depth understanding of products/services and key competitors
Identify referral opportunities across business lines and segments
Lead projects or work streams within broader projects with moderate risk and may be accountable for ongoing activities, processes and functional programs
Familiarity with all Insurance carriers and have a robust understanding of their product offerings so as to extrapolate the appropriate product and strategies to meet the specific needs of Mass Affluent clients
Developed marketing skills related to life insurance and similar products to be leveraged to increase understanding of the insurance solution and to better engage clients in insurance discussions
Strong technical and problem solving skills related to the investment, tax, legal issues associated with life insurance and related products
Requires advanced understanding of a range of product and services, processes, procedures and systems to provide customers with options and advice on complex transactions and product features
Solve moderately complex problems by taking a new perspective on existing solutions
Work performed under minimal management guidance and supervision
Reports to Sr. Manager, National Sales Support

EXPERIENCE & EDUCATION

University degree
5+ years of experience in the Canadian Life Insurance Industry, including time in a sales capacity
Life Insurance licensed
Completion of the following is considered an asset: Certified Financial Planner (CFP), Certified Life Underwriter (CLU), Chartered Financial Consultant (CHFC) or Certified Health Insurance Specialist (CHIS)

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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

Generate life insurance sales revenue by working with financial planners and relationship managers to identify opportunities within the existing client base. Manage the full sales cycle from prospecting to ongoing service while ensuring compliance with regulatory requirements and internal risk policies.

Requirements

Requires a university degree and at least 5 years of experience in the Canadian life insurance industry in a sales capacity. Must hold a valid life insurance license, with professional designations like CFP, CLU, CHFC, or CHIS considered an asset.

Skills

Life insurance sales
Relationship management
Financial planning
Business development
Underwriting support
Client engagement
Risk management
Regulatory compliance
Product knowledge
Sales strategy
Problem solving
Technical analysis
Communication
Teamwork
Due diligence

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

Life Insurance
Wealth Management
Sales Revenue
Financial Planning
Relationship Management
Underwriting
Business Development
Risk Management
Regulatory Compliance
Mass Affluent
Investment
Tax
Legal
Product Strategy
Client Service
Referral Process
Insurance Carriers
Financial Services
Banking
Sales Cycle
Prospecting
Due Diligence
Performance Management
Knowledge Transfer
Operational Risk

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