TD Description
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Department Overview
TD Waterhouse Insurance Services Inc. is part of TD Wealth Advisory Services; a team of professionals who work with advisors to help families protect, grow, and successfully transition their wealth by delivering world-class advice and legendary client experience. TDWISI provides high net worth clients with comprehensive insurance-based solutions to assist clients in building, preserving, and creating wealth through several tax advantaged strategies. Our insurance solutions are offered utilizing insurance products manufactured by leading third-party insurance carriers. TDWISI supports all insurance sales channels (TDW Private Investment Advice (PIA), TD Private Client Group (PCG) and TDW Financial Planning (FP) including those channels that may compliantly refer insurance sales within TDBFG.
Reporting to the Manager, in force Service and Client Experience, the Life Insurance Specialist is a licensed insurance professional with policy sales and servicing experience. They demonstrate a strong knowledge of insurance concepts and strategies to effectively carry out 3 core accountabilities: risk oversight, sales advice, and advisor training. Working in a fast paced, ever changing environment, they work comfortably with colleagues, other business units and external vendors; demonstrating the ability to cooperate and influence as they take on various projects, delivering to tight deadlines.
Work with various TD Wealth Advisors and provide high quality professional advice to referred clients ensuring suitability of products recommended and sold while adhering to regulatory requirements (Bank Act, AML, Provincial, Industry, TDWIS requirements).
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