CI Investments Inc.
Regional Vice-President, Insurance Strategy
Job Description
Expand your career at CI Financial as a Regional Vice-President focused on Estate Planning in Ontario. Drive revenue growth by collaborating with concierge-level Assante advisors and providing expert insurance solutions.
This role demands extensive experience with a minimum of 10 years in insurance and advisor management. You will create advanced insurance strategies, offer case consultations, and integrate with the Wealth Planning Group effectively. Your expertise in tax and estate planning issues will facilitate exceptional client interactions.
Key Responsibilities:
• Develop tailored insurance solutions for advisors
• Provide advanced consultations and coaching
• Conduct presentations on insurance topics
• Collaborate with local Wealth Planning teams
• Allocate marketing resources based on business needs
Requirements:
• 10+ years in estate planning or insurance
• Required life insurance licenses for Can...
This role demands extensive experience with a minimum of 10 years in insurance and advisor management. You will create advanced insurance strategies, offer case consultations, and integrate with the Wealth Planning Group effectively. Your expertise in tax and estate planning issues will facilitate exceptional client interactions.
Key Responsibilities:
• Develop tailored insurance solutions for advisors
• Provide advanced consultations and coaching
• Conduct presentations on insurance topics
• Collaborate with local Wealth Planning teams
• Allocate marketing resources based on business needs
Requirements:
• 10+ years in estate planning or insurance
• Required life insurance licenses for Can...