Senior Private Client Advisor

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Job Description
Deliver a legendary High Net Worth client experience by:
• Conduct an in-depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored HNW strategies.
• Identify 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.
• For all new clients, work collaboratively with the TDI underwriters, claims advisors and HNW inspectors for insurance solutions
• Place specific focus on onboarding clients with investment needs to Investment Management (PIC/PIA).
• Work proactively with direct Manager to develop improved client experience, operational and
Practice Management practices, and overall personal development
• Maintain 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.
• Represent TDI and TDBG to the general public in a professional manner.
• Meet face to face with customers to understand their needs and desires working with the HNW team to provide the best underwriting experience
• Participate fully as a member of the team and support a positive work environment that promotes the business’ vision and legendary client experience.
• The HNW staff will also have tiered binding authority with this HNW advisor having a binding authority of $9,999,999MM

Job 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 entrepreneurial spirit
• 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

Inclusiveness

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.