VP, Ventum Insurance & VP, Wealth Services

VP, Ventum Insurance & VP, Wealth Services

Join to apply for the VP, Ventum Insurance & VP, Wealth Services role at Ventum Financial

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Join to apply for the VP, Ventum Insurance & VP, Wealth Services role at Ventum Financial

This range is provided by Ventum Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

CA$/yr - CA$/yr

We’re a leading independent, Canadian‑owned and operated Private Client Services and Capital Markets firm, known for our client‑centred approach and entrepreneurial spirit. Ventum Financial Corp is a compelling option for investors seeking unbiased investment solutions, professional management, and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients’ needs first.

We are also a growing firm, with over $10 billion in assets under administration and management. Firms of our size and structure attribute 7‑8% of overall revenue from insurance business and this role will work to reach that goal. We service clients across Canada from our offices in Toronto, Ottawa, Winnipeg, Vancouver, Calgary, Victoria, and Edmonton.

In this dual role as Vice President of Ventum Insurance Services Corp and Vice President, Wealth Services at Ventum Financial, you will oversee the strategic growth, development, and compliance of both insurance and wealth service offerings. Combining two complementary leadership positions into one, this role holds full accountability for driving advisor effectiveness, revenue growth, client engagement, and regulatory compliance across both sectors.

You will mentor advisors, refine service models, and cultivate strong partnerships to deliver a cohesive, client‑centered financial planning solution that unites wealth and insurance services.

• Strategic Leadership and Revenue Growth:
  • Drive the growth of insurance and wealth service revenues through advisor‑driven sales, including referrals to specialized Estate Planning professionals.
  • Develop and implement competitive compensation structures and referral agreements to support advisors in delivering comprehensive client solutions.
  • Spearhead initiatives to support advisor business growth, generate new sales, and enhance the firm’s value proposition.
• Advisor Training and Development:
  • Coach, mentor, and support investment advisors, portfolio managers, and their teams in practice management, client engagement, and value‑added services.
  • Implement an annual planning process for advisors to achieve consistent results and a segmented service model to direct resources to high‑impact advisor groups.
  • Lead educational programs, including national and regional CE‑accredited events, to promote ongoing advisor development.
• Compliance and Regulatory Management:
  • Coordinate closely with the Chief Compliance Officer to maintain regulatory compliance in insurance, financial planning, and wealth services across all provinces.
  • Own and update a compliance manual that meets CLHIA, CIRO, AML, and ATF requirements, and contribute to the Compliance Committee to streamline communication between the securities and insurance entities.
  • Manage license renewals and track advisor compliance designations, ensuring all advisors meet provincial requirements.
• Operations and Client Support Oversight:
  • Oversee the management of advisor production agreements in the APEXA licensing platform, including training branch administration on supporting advisors with licensing requirements.
  • Ensure orphan clients are reallocated to advisors to generate new business opportunities and audit books of business to identify growth areas.
  • Oversee the insurance commission reconciliation process, ensuring timely and accurate distribution of commissions and alignment to appropriate producer codes.
• Carrier and Partner Relationship Management:
  • Build and maintain strategic relationships with insurance carriers to promote product alignment and integration with Ventum’s wealth services.
  • Repr…