Assistant Wealth Market Manager
Concord, ON +1The Toronto-Dominion Bank (Canada)
10+ ansCandidates need 10 or more years of sales or wealth management leadership experience and strong knowledge of high-net-worth clients. Canadian wealth regulation knowledge, proven people leadership and relationship-building skills are required.
Collaboration, Sales, Leadership, Onboarding, Client relationship management, Regulatory compliance
Wealth Insurance Advisor
Toronto, ON +1The Toronto-Dominion Bank (Canada)
5+ ansCandidates need at least 5 years of Canadian life insurance industry experience, including sales, plus a university degree and a life insurance licence. Strong product knowledge, technical problem-solving on investment, tax and legal issues, and an advanced understanding of insurance products are required. The CFP, CLU, CHFC or CHIS designation is an asset.
Sales, Financial planning, Cold calling, Client relationship management, Underwriting, Documentation