Investment Advisor (Phone)
Toronto, ONThe Toronto-Dominion Bank (Canada)
3+ YOECandidates need a mutual fund sales licence and 3 to 5 years of industry experience, and must be registered with CIRO as a Registered Representative. Strong phone relationship skills, time management, written and verbal communication, and proficiency in firm software and MS Office are also required.
MS Office Suite
Estate Planning Advisor (Insurance)
Kingston, ON +1The Toronto-Dominion Bank (Canada)
8+ YOECandidates need a university degree, 8 to 10 years in the Canadian life insurance industry (preferably in sales), and a life insurance licence. A CFP, CLU, CHFC or similar designation is preferred, along with strong knowledge of investments, tax and legal issues related to life insurance.
Relationship building, Sales, Cold calling, Implement sales strategies, Business processes, Risk management