Hybrid Private Client Advice, Account Manager

Posted 10 hours ago

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About the role

  • 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

Job title

Private Client Advice, Account Manager

Job type

Experience level

Mid levelSenior

Salary

CA$71,000 - CA$111,700 per year

Degree requirement

Bachelor's Degree

Location requirements

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