Senior Estate Planning Advisor Kingston

Elevate your career with TD Wealth as a Senior Estate Planning Advisor in Kingston, Ontario. Focus on high-net worth clients and deliver tailored insurance solutions in an agile team environment.

In this senior role at TD Wealth, you will serve high-net worth and ultra‑high net worth clients, developing comprehensive estate plans that are tax‑efficient and profitable. Your expertise will help clients navigate their wealth transitions through sophisticated insurance strategies, leveraging your strong background in the Canadian Life Insurance Industry. Collaboration with TD Wealth channels will enhance your access to clients and resources to drive growth.

Key Responsibilities

• Analyze and develop relationships with HNW clients
• Generate and manage life insurance sales effectively
• Collaborate with TD Wealth channels for client access
• Promote a full suite of estate planning products and banking services
• Maintain compliance...