Regional Vice-President, Estate Planning, Ontario

CI Financial•Toronto, ON

16d•$120,000 - $135,000•Onsite

About The Position

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB OVERVIEW We are currently seeking a Regional Vice-President, Estate Planning to join our Estates & Insurance team. In this role, the successful candidate is responsible for driving overall first year insurance revenue within Ontario and with specifically assigned concierge level Assante advisors, and to grow insurance revenue coming from our Private Client/Evolution clients. The successful will also provide advanced case consultation, advanced marketing help, integration with the Wealth Planning Group, and also provide advanced insurance expertise to external intercorporate referral partners.

Requirements

Minimum 10 years’ experience in a similar position
Extensive experience dealing with and managing advisors and their expectations.
Life Insurance and Accident & Sickness Insurance licenses as required for the jurisdiction of duty, with further application for all CDN provinces and Territories.
Advanced knowledge of life insurance company products and illustration software
Extensive knowledge and experience in personal and corporate insurance planning issues, needs analysis and identification, and solutions.
Extensive knowledge and experience in estate planning and business insurance planning
Ability to multitask and work independently with little supervision.
Excellent written and oral communication skills
Be creative thinker and an excellent presenter.
Highly organized and be able to manage multiple projects at once.

Responsibilities

Prepare advanced risk-based insurance solutions for Assante advisors and their clients.
Have extensive knowledge of tax & estate planning issues related to the insurance concepts being marketed.
Review Wealth Plans/Estate Plans/Financial Plans generated by the Wealth Planning Group for opportunities for advanced insurance opportunities.
Work with the local Wealth Planning consultants and Private Client Managers on advanced and/or complex insurance questions and issues,
Assist and coach the Estate Planning and Product Solutions Specialist (Inside Sales) on providing a tiered approach to providing service, i.e. one on one meetings where appropriate, primarily providing specific assistance via telephone or email, general assistance ideas via weekly or monthly email blasts or the use of monthly or quarterly webcasts including branch meetings where appropriate.
Have an in-depth knowledge of insurance company products, concepts, and illustration systems.
Present advanced topics to branches, advisors, external referral partners
Have an excellent understanding of Private Client and APC products and where they fit, to be able to refer advisors to their Assante Investment Wholesaler where appropriate based on clients’ investment opportunity.
Manage the message between the “back office” and advisors when issues occur, and make sure all advisors follow the AEIS Compliance Manual
To allocate marketing budgets to various advisors/event requests based on sound business principles.