Regional Vice-President of Estate Planning

Elevate your career with CI Financial as the Regional Vice-President of Estate Planning in Toronto, Ontario. This full-time role focuses on driving insurance revenue and providing advanced expertise to advisors and clients.

In this pivotal leadership position, you will leverage over 10 years of experience to drive first-year insurance revenue, collaborate with Assante advisors, and provide tailored insurance solutions for Private Client/Evolution clients. Advanced knowledge of tax and estate planning, along with life insurance products, is essential to enhance client offerings while coaching internal teams on complex issues.

• Drive first-year insurance revenue across Ontario
• Provide advanced case consultation and marketing assistance
• Prepare risk-based insurance solutions for clients
• Collaborate with Wealth Planning consultants on insurance issues
• Manage communication between back office and advisors

• Minimum 10 years of experience in insurance roles
• Extensive knowledge of life insurance products
• Life Insurance and Accident & Sickness insurance licenses
• Solid communication and presentation skills
• Ability to multitask and work independently

Utilize your advanced knowledge and experience to shape estate planning and insurance solutions at CI Financial.