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About the Role

The Regional Vice-President, Estate Planning is responsible for driving insurance revenue within Ontario and with assigned advisors, growing insurance revenue from Private Client/Evolution clients, and providing advanced case consultation, marketing help, and insurance expertise.

Responsibilities

• Prepare advanced risk-based insurance solutions for advisors and their clients.
• Review Wealth Plans/Estate Plans/Financial Plans for advanced insurance opportunities.
• Work with Wealth Planning consultants and Private Client Managers on advanced insurance issues.
• Assist and coach the Estate Planning and Product Solutions Specialist on providing a tiered service approach.
• Present advanced topics to branches, advisors, and external referral partners.
• Manage communication between the back office and advisors during issue resolution.
• Ensure advisors adhere to the AEIS Compliance Manual.
• Allocate marketing budgets based on sound business principles.

Requirements

• Minimum 10 years of experience in a similar position.
• Extensive experience dealing with and managing advisors and their expectations.
• Ability to multitask and work independently with little supervision.
• Highly organized and able to manage multiple projects simultaneously.

Skills

• Advanced knowledge of tax & estate planning issues related to insurance concepts.
• In-depth knowledge of insurance company products, concepts, and illustration systems.
• Excellent understanding of Private Client and APC products.
• Excellent written and oral communication skills.
• Creative thinker.
• Excellent presenter.

Location

• Ontario

Work Type

• In-office

Experience Level

• 10+ years

Education Level

• Life Insurance and Accident & Sickness Insurance licenses as required for the jurisdiction of duty, with further application for all CDN provinces and Territories.

Salary/Compensations

• $120,000 to $135,000

Benefits

• Participation in a bonus program.
• Health insurance coverage.
• Wellness programs.
• Life and disability insurance.
• Retirement savings plans.
• Paid leave programs.
• Education-related programs.
• Paid holidays and vacation time.
• Modern HQ location within walking distance from Union Station.
• Training Reimbursement.
• Paid Professional Designations.
• Employee Savings Plan (ESP).
• Corporate Discount Program.
• Enhanced group benefits.
• Parental Leave Top–up program.
• Paid time off for Volunteering.

About the Company

• CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.
• Since 1965, we have consistently anticipated and responded to the changing needs of investors.
• We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
• Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
• We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

Equal Opportunity

• CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.
• We are focused on building a diverse and inclusive workforce.