Director - Advisory

CAA Club Group•Markham, ON

About The Position

CCG Advisory Services offers Members and customers trusted life and health insurance and life advisory services that put people’s needs first. We provide a dynamic and professional environment which strives to offer the ultimate customer experience. We share in each other’s successes, drive change and support each other while cultivating a great working environment to deliver on what is best for the customer. We are an award-winning, purpose-driven culture at the CAA Club Group of Companies (CCG), where purpose leads to passion! At CCG, we are committed to delivering an exceptional Associate experience. We offer work-life harmony with access to an award-winning holistic wellness program, continuous learning through our robust corporate curriculum and education reimbursement program, incredible rewards, travel incentives, and product and service discounts, pay-for-performance and best-in-class recognition programs, and competitive benefits that include a defined contribution plan, personal spending account, and so much more. Join our growing team where everyone belongs! Please note, salary range is not inclusive of total compensation. The expected salary range for this position will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. Candidates with salary expectations outside of the range are encouraged to apply.

Requirements

5–10 years of leadership experience in sales, financial services, insurance, banking, or related industries
Experience managing teams and performance metrics
Strong coaching, communication, and leadership skills

Responsibilities

Lead advisory sales performance and conversion results
Coach and develop sales and intake teams
Manage KPIs, pipeline activity, and reporting
Improve lead qualification, routing, and follow-up processes
Support complex client opportunities and escalations
Work closely with operations and marketing teams
Drive accountability, professionalism, and client experience

Benefits

Work-life harmony with access to an award-winning holistic wellness program
Continuous learning through our robust corporate curriculum and education reimbursement program
Incredible rewards, travel incentives, and product and service discounts
Pay-for-performance and best-in-class recognition programs
Competitive benefits that include a defined contribution plan, personal spending account, and so much more
Competitive total compensation and benefits package
Annual shared success program based on performance
Annual merit increases based on performance
DC Pension Plan with a matching contribution component
Complimentary CAA Membership