Hybrid Private Client Advice, Account Manager

at TD

• Job title: Private Client Advice, Account Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: CA$71,000 - CA$111,700 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Toronto, Canada

About the role

• Senior Account Manager at TD Insurance delivering legendary client experiences for high net worth clients. Focusing on tailored insurance plans and collaboration with financial advisors.

Responsibilities

• Conducting an in-depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored HNW strategies.
• Identifying referral opportunities and coordinate the team of Partners/Advisors to work collaboratively together in order to execute an integrated Plan with the goal of consolidating assets and ensuring TD is primary Financial Institution.
• Working collaboratively with the TDI underwriters, claims advisors and HNW inspectors for insurance solutions.
• Placing specific focus on onboarding clients with investment needs to Investment Management (PIC/PIA).
• Working proactively with direct Manager to develop improved client experience, operational and Practice Management practices, and overall personal development.
• Maintaining up-to-date knowledge and understanding of TDI policies and procedures, industry trends and protect the interests and reputation of TDI and its clients by continuous compliance to them.
• Representing TDI and TDBG to the general public in a professional manner.
• Meeting face to face with customers to understand their needs and desires working with the HNW team to provide the best underwriting experience.
• Participating fully as a member of the team and support a positive work environment that promotes the business' vision and legendary client experience.

Requirements

• 5+ years Personal Lines experience, with preference to those servicing high net worth clients
• Provincially licensed (active and in good standing) required – minimum 1 year
• Willing to get licensed in other provinces and/or territories
• A team player with a strong work ethic
• Excellent interpersonal, presentation, communication and negotiation skills
• Proven sales ability to round-out accounts
• An unwavering commitment to delivering professionalism and expertise to our clients
• Computer proficiency in MS Office products such as Word and Excel
• Robust and varied background in Insurance
• Strong Insurance knowledge across all asset classes that enable wholesome discussions on various Insurance topics (underwriting, pricing, claims, cross border, condo, etc.)
• Recognized ability to engage in a thorough client discovery process and identity opportunities for partner referrals
• Confidence in establishing and managing relationships with sophisticated clients
• Possess strong Centers of Influence relationships and broad network of external advisors.

Benefits

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