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Estate Planning Associate (Insurance) at TD Bank - ApplyBlast

Estate Planning Associate (Insurance)

TD Bank

4 months ago

Mississauga, Ontario

Onsite

Full Time

Senior

0 applicants

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About this role

This role provides administrative and sales support within TD Wealth by managing new insurance applications, underwriting cases, and policy servicing for Estate Planning and Investment Advisors. The position involves delivering ongoing client support, monitoring compliance, and facilitating business development activities to ensure smooth operations and client satisfaction.

Responsibilities

Process new insurance applications and underwriting cases
Manage policy changes, replacements, and settlements
Provide administrative support to Estate Planning Advisors
Monitor compliance, risk, and regulatory requirements
Maintain application quality assurance and client communication

Skills

Qualifications

LLQP or Level 2 Life LicenseCFPCLUCHFCUniversity Degree

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).