Estate Planning Associate - Markham, Ontario
16 hours ago

Job summary
This role will provide quality administrative & sales support to TD Wealth Sales Channels to ensure all new insurance applications, pending underwriting cases and policy service support are handled in a timely and efficient manner to ensure a positive client experience. You will support optimal business engagement through Business Development Activities, marketing and direct client facing activities.Responsibilities
- Provide comprehensive administrative and marketing support to Estate Planning Advisors (EPA's) day to day operations
- Process new business for EPAs and Investment Advisors Portfolio Managers and Financial planner which are facilitated by the EPA
- Follow-up and monitor enforce and pending cases
- Maintain application quality assurance
Job description
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