Senior Insurance Advisor

Are you looking to join one of Greater Toronto’s Top 2026 Employers?

The Ontario Medical Association (OMA) advocates for and supports doctors, seeking to strengthen their leadership role in caring for patients. We continually seek to be the trusted voice in transforming Ontario’s health-care system by courageously pursuing best practices, new ideas, solutions, and opportunities to improve.

This position is responsible for extensive business development and relationships with physicians, and health care centre of influences in the physician community to promote OMA Insurance and OMA Insurance retirement products.

• Building, maintaining and growing strong working relationships with physicians to review insurance needs, conduct needs analysis and review retirement goals, analyzing current coverage, identifying gaps, and presenting and explaining options and associated financial risks and impacts.
• Recommending OMA Insurance solutions to address needs and ensure physicians and their families, medical students and residents have adequate and applicable insurance coverage.
• Presenting OMA Insurance solutions at various events and venues to build the OMA and OMA Insurance brand while addressing needs and ensure physicians and their families, medical students and residents have adequate and applicable insurance coverage.
• Participating in ad-hoc internal projects, and initiatives, providing subject matter expertise, feedback, insights, and suggestions gained from interactions with members and peers.
• Actively participate in insurance initiatives and provide peer support in training initiatives while modeling the values of OMA and OMA Insurance.
• Developing, building, and maintaining strong business relationships across the OMA, and with external business partners, local hospitals, clinics, to expand and grow OMA Insurance presence in the local community.
• Maintaining current license requirements and knowledge on emerging trends, technologies, changes in applicable compliance and insurance regulations, share information, and promote OMA offerings.

• University degree in Business, Commerce, Finance, Economics, or a related field, or an equivalent combination of education and experience.
• six to nine years of experience advising high-net-worth clients on insurance, financial planning, wealth management, or related financial solutions.
• Demonstrated ability to build trusted relationships, articulate the value of products and services, and educate clients on their personal financial needs and goals.
• Life License Qualification Program (LLQP) designation required.
• Certified Financial Planner (CFP) designation considered an asset .
• Chartered Life Underwriter (CLU) designation considered an asset
• Certified Health Insurance Specialist (CHS) designation considered an asset.
• Trust and Estate Practitioner (TEP) designation considered an asset.
• Strong knowledge of insurance products, retirement planning, annuities, investments, and regulatory/compliance requirements.
• Experience using Salesforce CRM or a similar customer relationship management platform.

• A work environment whose values are to be respectful, bold, responsive, and transparent in our work and our behaviours
• A fantastic opportunity to grow with the team and help shape the strategic direction of the OMA, its members and the health-care system
• An organization that is committed to the equity, diversity and inclusion principles of humility, accountability, collaboration, courage and integrity
• A commitment to growth…