Estate Planning Advisor (Insurance)

Description

TD Wealth, Private Wealth Management (PWM) provides high-net worth (HNW) clients with holistic discovery and planning towards customized wealth advice and solutions. Based on the commitment to discovering and achieving what truly matters to each client, PWM leverages a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs.

Wealth Insurance Services offer HNW clients comprehensive insurance based solutions to assist clients in creating, preserving and transitioning their wealth through a number of tax advantaged strategies utilizing insurance products manufactured by leading third-party insurance carriers.

This role is responsible for analyzing and building relationships with HNW clients to provide sophisticated insurance strategies as part of the client’s overall financial plan. Offer insurance solutions utilizing insurance products manufactured by leading th...