Assist clients effectively as an Estate Planning Associate with TD in Vancouver, British Columbia. This full-time role emphasizes administrative excellence and direct insurance sales support.
As a vital member of the TD Wealth team, your focus will be on processing new insurance applications and ensuring compliance in service delivery. You will provide exceptional support for Estate Planning Advisors, manage pending cases, and enhance client engagement through direct interaction and timely updates on their cases and policies.
Key Responsibilities:
• Streamline administrative processes for insurance applications
• Support Estate Planning Advisors in day-to-day activities
• Follow up on pending insurance policies and clients
• Ensure compliance with regulatory requirements
• Keep sales channels informed on project developments
Requirements:
• University degree is a plus
• 3 years in a life insurance administrative role
• Level 2 Life License or LLQP acqui...