CI Financial
Estate Planning Regional Vice-President Role
Job Description
Shape the future of estate planning with CI Financial as the Regional Vice-President. Drive revenue growth and consult with Assante advisors in Ontario to elevate client insurance strategies.
In this leadership position, you will play a critical role in the Estates & Insurance team, requiring over ten years of relevant experience. Your expertise in life insurance and estate planning will be essential for preparing advanced solutions and evaluating plans for potential opportunities. Collaborating with various teams, you will enhance client engagement and service delivery through effective communication.
Key Responsibilities:
• Create tailored insurance solutions for advisors
• Oversee advisor interactions and expectations
• Analyze Wealth Plans for advanced insurance potential
• Present complex topics to stakeholders and partners
• Efficiently allocate marketing resources among advisors
Requirements:
• Minimum 10...
In this leadership position, you will play a critical role in the Estates & Insurance team, requiring over ten years of relevant experience. Your expertise in life insurance and estate planning will be essential for preparing advanced solutions and evaluating plans for potential opportunities. Collaborating with various teams, you will enhance client engagement and service delivery through effective communication.
Key Responsibilities:
• Create tailored insurance solutions for advisors
• Oversee advisor interactions and expectations
• Analyze Wealth Plans for advanced insurance potential
• Present complex topics to stakeholders and partners
• Efficiently allocate marketing resources among advisors
Requirements:
• Minimum 10...