Estate Planning Associate - Markham, Ontario

Only for registered members Markham, Ontario, Canada

16 hours ago

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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

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