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Estate Planning Associate (Insurance)

Montreal, QC
Full Time
21 hours ago
Company Overview

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Department Overview

TDWISI is a major business unit within the Bank offering Life, Health, Critical Illness, & Investment products supplied from 9 major insurance companies. The EPA Associate provides administrative and marketing support to all Advisors in Regional EPA territory and related Sales Channels.
These channels currently are:
• PWM Wealth Advisory Services
• PWM Private Investment Advice
• PWM Private Investment Council
• PWM Wealth Insurance Services

Job Description
Experience and Academic Requirements
 Level 2 Life License or LLQP
 ACS, AALU, CFP, CHS or willingness to work towards any of these designations
 Minimum 3 years service experience in the Life Insurance industry in an administrative or Sales supporting role
 Comprehensive knowledge of life, health and investment products
 Up to date knowledge of the underwriting process and new business processing, compliance regulations and guidelines
 Strong understanding of in force service work
 Experience working in a banking environment is an asset
 Keen understanding of insurance products is an asset
Competencies and Personal Qualities:
 Excellent verbal and written communication skills
 Outstanding customer service skills
 Excellent interpersonal skills with clients, sales representatives, peers and management
 Outstanding administrative abilities and understanding of efficient work methods and record keeping processes
 Ability to work in a fast-paced and ever changing environment and to handle a variety of responsibilities
 Strong proficiency with PC technology and familiarity with CRM or database platforms
 A strong team player
 Ability to effectively prioritize multiple tasks and communicate reasonable time lines to stakeholders
 Strong ability to work effectively, in an independent and organized way

  • University degree 3+ years of service experience in the Life Insurance industry in an administrative or Sales supporting role Level 2 Life License or LLQP (or attained within the first 12 months of start date) ACS, AALU, CFP, CLU, TEP, CHS or willingness to work towards any of these designations



At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Banking, Finance and Insurance