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About the Role
The Vice President, Insurance Growth & Distribution is a key member of the Wealth Solutions leadership team, responsible for leading the firm’s insurance growth agenda and distribution strategy. This role drives revenue through key channels and aligns product and wealth capabilities to deliver client-centric insurance solutions across Canada, supporting over 500 Investment Advisory Teams.
Responsibilities
- Facilitates and collaborates with internal partners and key stakeholders in developing a scalable and sustainable insurance program.
- Develops insurance growth plans and collaborates on the annual insurance business plan.
- Drives insurance sales growth, increases insurance penetration and achieves or exceeds revenue and premium expectations.
- Participates in the annual budget planning process.
- Improves integration of insurance solutions into financial planning and wealth management processes and client opportunities through a consultative approach.
- Creates buy-in for the value of insurance in financial and wealth plans for clients, through education, tools, and hands-on support to advisors.
- Grows strong working relationships with investment advisory team members.
- Supports leadership and talent development for the insurance specialist team.
- Coaches and supports the insurance specialist team members in their sales efforts.
- Collaborates with stakeholders to deliver high-quality client and advisor experience.
- Builds trusted internal relationships with advisors, stakeholders and colleagues.
Requirements
- 15+ years of experience in insurance distribution and sales strategy.
- Successful track record in leading an insurance sales function to increase penetration and exceed growth targets.
- Strong working knowledge of Canadian insurance regulation, market conduct, and advisor/broker ecosystems.
- Experience working in or closely with wealth management leadership and investment advisors for high-net worth solutions.
- Has operated as a hands-on practitioner able to support and coach advisors and others on offering insurance solutions to clients.
- Proven ability to engage and influence others to drive success without direct reporting relationships.
- Has built an established, robust and diverse professional network with major insurance carriers and industry associations.
Skills
- CLU (Chartered Life Underwriter) required
- CFP (Certified Financial Planner) secondary
- TEP (Trust and Estate Practitioner) designation preferred
- CPA (Chartered Professional Accountant) or legal background is considered a value-add.
- Strong communicator and influencer
- Excellent stakeholder-management skills
- Collaborative and consultative
- Client-focused mindset
- Professional and credible
Location
- Toronto
- Montreal
- Vancouver
Work Type
- Hybrid
- In-office days
- Business travel required
Experience Level
- 15+ years of experience
Education Level
- Post-secondary diploma or degree
Benefits
- Health Benefits
- RRSP Matching Program
- Employee Stock Purchase Plan
- Paid Time Off
- Volunteer Days
- Charitable Donation Matching
- Discretionary Bonuses
- Tuition Reimbursement
About the Company
- Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
- Our most important investment is in people.
- We also support internal promotion and community involvement.
- At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture.
Equal Opportunity
- The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
- We demonstrate our commitment to ensuring equal opportunities for all candidates.
- To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca.
- By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
- We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.