Private Client Advice, Account Manager

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* Work Location:

** Toronto, Ontario, Canada
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* Hours:

** 35
* * Line of Business:
** TD General
** Pay Details:**$71,000 - $111,700 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience  compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
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* Job Description:

** Welcome to Private Client Advice!  Since its inception in 2018, Private Client Advice (PCA) has grown fast and profitably.  We offer an insurance service that appreciates our client's efforts to build their prized assets, which may include everything from cars and properties, to wine, jewelry or art.  Private Client Advice is a bespoke insurance experience, tailored with our clients in mind and customized to ensure that the assets they've worked so hard to acquire are fully protected.  

Our goal is to exceed our client's  your role as a Senior Account Manager, Private Client Advice you will deliver a legendary High Net Worth client experience by:
* Conducting an in-depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored HNW strategies.
* Identifying 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.
* Working collaboratively with the TDI underwriters, claims advisors and HNW inspectors for insurance solutions.
* Placing specific focus on onboarding clients with investment needs to Investment Management (PIC/PIA).
* Working proactively with direct Manager to develop improved client experience, operational and Practice Management practices, and overall personal development
* Maintaining 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.
* Representing TDI and TDBG to the general public in a professional manner.
* Meeting face to face with customers to understand their needs and desires working with the HNW team to provide the best underwriting experience.
* Participating 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
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* Who We Are:

** As part of TD Bank Group, one of Canada's largest financial…